June 2023 Asset Allocation Update For Risk-Managed Portfolios

June 2023 asset allocation changes grid for Blueprint Investment Partners risk-managed global portfolios

Adjustments can vary across strategies depending on each strategy's objectives. What's illustrated above most closely reflects allocation adjustments for the Growth Strategy.

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U.S. Equities

Exposure will not change. Both the intermediate-term and long-term timeframes remain in uptrends, and the asset class continues to be overweight due to taking on exposure from weaker real estate earlier this year. Within the asset class, exposure remains skewed toward growth and large caps, which are stronger than value, small caps, and mid caps.

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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