September 2021 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
No change to exposure, as foreign developed equities remain in full uptrends across both the intermediate- and long-term timeframes, albeit weaker than U.S. markets. Emerging markets continue to be in an intermediate-term downtrend and long-term uptrend.
Real Estate
No change. Exposure will stay at its baseline allocation, and there are uptrends in both timeframes.
U.S. & International Treasuries
Exposure will not change, as the intermediate-term trend continues to be positive in the U.S. while the long-term remains down. International Treasuries remain in full uptrends across both timeframes.
Inflation-Protected Bonds
No change. Exposure will remain slightly overweight, and there are uptrends in both timeframes.
Alternatives
Exposure will not change due to continued downtrends across both timeframes.
Short-Term Fixed Income
Exposure will not change, as trends over both the intermediate- and long-term timeframes remain down.
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