October 2023 Asset Allocation Update For Risk-Managed Portfolios

October 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 decrease and move to underweight. The intermediate-term trend has turned negative, and a portion of the allocation will revert to Treasury bills. The long-term trend remains positive. Within the asset class, exposure will remain skewed toward growth and large caps, which are stronger than value, small caps, and mid caps.

International Equities

Exposure will decrease and remain underweight. Both foreign developed and emerging market equities continue to experience intermediate-term downtrends. For emerging markets, the long-term trend is now also negative.

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 not change, as gold continues to couple an intermediate-term downtrend with a long-term uptrend.

Short-Term Fixed Income

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

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