December 2023 Asset Allocation Update

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December 2023 asset allocation changes grid for Blueprint Investment Partners risk-managed global portfolios

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U.S. Equities: Exposure will increase and move to overweight. The intermediate-term trend is now positive, joining the long-term trend. Within the asset class, exposure will remain skewed toward growth and large caps, as value, mid, and small caps regain intermediate-term uptrends but maintain long-term downtrends.

International Equities: Exposure will increase but remain underweight. Both foreign developed and emerging market equities now have intermediate-term uptrends, with long-term trends remaining negative.

Real Estate: Exposure will increase but remain underweight as the intermediate-term trend changes to positive. The long-term trend continues to be negative.

U.S. & International Treasuries: Exposure will increase but remain underweight as the intermediate-term trend changes to positive. The long-term trend continues to be negative.

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 trends in gold remain positive across both timeframes. 

Short-Term Fixed Income: Exposure will decrease, as it gives back a large portion of allocations to strengthening assets. 

 

 

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