June 2023 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. Foreign developed equities continue to experience uptrends across both timeframes, while emerging market equities continue to have downtrends.
Real Estate
Exposure will not change, with downtrends across both timeframes.
U.S. & International Treasuries
Exposure will decrease and remain underweight. Both U.S. and international bonds now have downtrends across both timeframes.
Inflation-Protected Bonds
Exposure will decrease to its minimum as the intermediate-term trend joins the long-term trend in negative territory.
Alternatives
Exposure will not change. The baseline allocation for gold is also our highest limit, so we are already at the maximum allocation as the asset class continues to experience uptrends over both timeframes.
Short-Term Fixed Income
Exposure will increase, as it receives allocations from weaker U.S., international, and inflation-protected bonds.
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