June 2024 Monthly Asset Allocation For Risk-Managed 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.
U.S. Equities
International Equities
Exposure will be at baseline allocation. Trends are positive across all timeframes.
Real Estate
Exposure will remain at its minimum allocation as trends across both timeframes continue to be negative.
U.S. & International Treasuries
Exposure will not change and will remain at minimum allocations as trends remain in negative territory.
Inflation-Protected Bonds
Exposure will not change and will remain at its minimum due to downtrends across both timeframes.
Alternatives
Exposure will be expressed through a multi-asset alternative ETF. The current allocation is long equities, long fixed income, slightly short commodities, and neutral to global currencies.
Short-Term Fixed Income
Exposure will not change as it continues to hold exposure from weaker fixed income instruments.
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