June 2022 Asset Allocation Update For Risk-Managed Portfolios
Source: Blueprint Investment Partners
Adjustments can vary across strategies depending on each strategy's objectives. What's illustrated above most closely reflects allocation adjustments for the Growth Strategy. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Diversification among investment options and asset classes may help to reduce overall volatility.
U.S. Equities
International Equities
Exposure will not change, as both foreign developed and emerging markets remain in downtrends across both timeframes.
Real Estate
Exposure will decrease, as both the intermediate- and long-term timeframes go into downtrends.
U.S. & International Treasuries
Exposure will not change and is at its minimum allocation due to downtrends across both timeframes.
Inflation-Protected Bonds
Exposure will not change and is at its minimum due to downtrends across both timeframes.
Alternatives
Exposure will decrease, as gold moves into an intermediate-term downtrend. The long-term trend remains positive.
Short-Term Fixed Income
Exposure will increase, as it takes on exposure from real estate, U.S. equities, foreign equities, and longer-duration fixed income.
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