November 2021 Asset Allocation Update For Risk-Managed Portfolios

November 2021 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 be unchanged due to continued positive trends.

International Equities

Exposure will remain constant. Intermediate-term downtrends are dancing around the point of flipping to uptrends, but both foreign developed and emerging market asset classes continue to be significantly weaker than their U.S. counterparts.

Real Estate

Exposure is at its baseline allocation, and there are uptrends in both timeframes.

U.S. & International Treasuries

Exposure will decrease to its minimum allocation, as long duration bonds in the U.S. enter downtrends over the intermediate timeframe. All other duration segments have continued downtrends across all timeframes.

Inflation-Protected Bonds

Exposure will increase to overweight, as the intermediate-term uptrend reforms and the long-term trend remains up.


Exposure will not change due to continued downtrends in gold.

Short-Term Fixed Income

Exposure will decrease by returning some of the previous allocation to inflation-protected bonds.

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