March 2024 Asset Allocation Update For Risk-Managed Portfolios

March 2024 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 decrease and remain overweight. Trends over all timeframes are positive, and a small portion of exposure will be returned to emerging markets. Within U.S. equities, exposure will remain skewed toward growth and large caps. Value, mid, and small caps have retained uptrends over all timeframes but remain relatively weaker.

International Equities

Exposure will increase and remain underweight overall. Foreign developed will not change from last month, but emerging market equities have regained uptrends across both timeframes.

Real Estate

Exposure will not change and will be at its baseline allocation, with uptrends across both timeframes.

U.S. & International Treasuries

Exposure will decrease and move to underweight as the intermediate-term trend has turned negative. The long-term trends remain positive.

Inflation-Protected Bonds

Exposure will not change due to the relative weakness of the asset class versus nominal Treasuries.

Alternatives

Exposure will not change. The baseline allocation for gold is also our highest limit, so we are already at the maximum allocation as trends in gold remain positive across both timeframes.

Short-Term Fixed Income

Exposure will increase and move to overweight as it takes on exposure vacated by longer-duration fixed income instruments.

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