October 2022 Asset Allocation Update 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 not change from its minimum allocation, as both foreign developed and emerging markets remain in downtrends across both timeframes.
Real Estate
Exposure will not change from its minimum allocation, as both the intermediate- and long-term timeframes remain in downtrends.
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 due to downtrends across both timeframes.
Alternatives
Exposure will not change and is at its minimum allocation due to downtrends across both timeframes.
Short-Term Fixed Income
Exposure will not change, as it is already at its max allocation due to previously taking on exposure from equities, real estate, alternatives, and longer-duration fixed income.
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