October 2024 Asset Allocation Update For Risk-Managed Portfolios
Source: Blueprint Investment Partners
Adjustments can vary across strategies depending on each strategy's objectives. What's illustrated above most closely reflects allocation adjustments for the Growth Strategy. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Diversification among investment options and asset classes may help to reduce overall volatility.
U.S. Equities
International Equities
Exposure will stay at the baseline allocation. Trends are positive across all timeframes.
Real Estate
Exposure will increase and move to the baseline allocation. Trends over all timeframes are positive, and it has strengthened to a point that warrants regaining its full allocation.
U.S. & International Treasuries
Overall exposure will increase as trends improve and the asset strengthens. U.S. Treasuries will remain overweight and international government bonds will move to the baseline allocation.
Inflation-Protected Bonds
Exposure will remain at its minimum.
Alternatives
Exposure is expressed through a multi-asset alternative ETF. The largest net allocation will be long bonds with long equities also making up a meaningful portion of the portfolio.
Short-Term Fixed Income
Exposure will remain near its minimum due to the strength of bonds with higher duration.
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