September 2023 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 decrease. Both foreign developed and emerging market equities are now experiencing intermediate-term downtrends. The long-term trends for both remain positive.
Real Estate
Exposure will decrease to its minimum allocation as the asset class returns to downtrends across both timeframes.
U.S. & International Treasuries
Exposure will decrease back to its minimum allocation. International bonds returned to downtrends across both timeframes after a brief intermediate-term uptrend.
Inflation-Protected Bonds
Exposure will not change and is at its minimum allocation due to downtrends across both timeframes.
Alternatives
Exposure will decrease, as gold re-enters an intermediate-term downtrend. The long-term trend remains positive.
Short-Term Fixed Income
Exposure will increase, as it receives allocations from weaker assets, specifically international Treasuries.
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