September 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 not change and will stay at the baseline allocation. Trends are positive across all timeframes.
Real Estate
Exposure will not change and remain underweight due to its long-term weakness relative to U.S. equities.
U.S. & International Treasuries
Exposure will again increase as trends improve and the asset strengthens. U.S. Treasuries will move to overweight. International Treasuries will remain underweight due to long-term weakness.
Inflation-Protected Bonds
Exposure will not change and will remain at its minimum.
Alternatives
Exposure is expressed through a multi-asset alternative ETF. Though smaller than last month, the largest allocation remains net long equities. Net exposure to fixed income has increased toward the long side while commodities and currencies continue to be net neutral.
Short-Term Fixed Income
Exposure will decrease, hovering around minimum levels, since allocations will be returned to higher-duration U.S. Treasuries.
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