May 2024 Asset Allocation Update For Risk-Managed Portfolios

May 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.

U.S. Equities

Exposure will increase and remain overweight. Trends over all timeframes are positive and it remains the strongest equity asset class. A portion of exposure will be added from weaker real estate securities.

International Equities

Exposure will increase slightly and remain underweight overall. Trends are positive across all timeframes and while still weaker than its U.S. counterparts, emerging markets have strengthened enough to warrant a higher allocation as we enter May.

Real Estate

Exposure will decrease to its minimum allocation as trends across both timeframes turn negative.

U.S. & International Treasuries

Exposure will decrease to its minimum allocation as the long-term trend joins the intermediate term in negative territory.

Inflation-Protected Bonds

Exposure will not change and remains at its minimum due to downtrends across both timeframes.


Exposure will not change and remains at baseline, which is also our maximum limit for this asset class. Uptrends persist across both timeframes for gold.

Short-Term Fixed Income

Exposure will increase as it takes on exposure from weaker fixed income instruments.

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Originally published 4/30/2024. Updated 5/6/2024.

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