November 2023 Asset Allocation Update For Risk-Managed Portfolios

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November 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 increase slightly and move to baseline allocation. The intermediate-term trend remains negative, but the long-term trend is positive. As a result, U.S. equities will pick up exposure from weakening international equities. Within the asset class, exposure will remain skewed toward growth and large caps, with almost all other segments in downtrends across both timeframes.

International Equities

Exposure will decrease and move to its minimum allocation. Both foreign developed and emerging market equities now have downtrends across both timeframes.

Real Estate

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

U.S. & International Treasuries

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

Inflation-Protected Bonds

Exposure will not change and is at its minimum allocation due to persistent downtrends across both timeframes.

Alternatives

Exposure will increase, as gold pushes back into an intermediate-term uptrend to coincide with the positive long-term trend.

Short-Term Fixed Income

Exposure will increase, as it receives allocations from weaker assets.

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