U.S. Equities: Exposure will increase, as an intermediate-term uptrend returns. The long-term timeframe remains in a downtrend.
International Equities: Exposure will increase, as both foreign developed and emerging market equities strengthen. Foreign developed equities now have uptrends across both timeframes, while emerging markets have an intermediate-term uptrend coupled with a long-term downtrend.
Real Estate: Exposure will increase from its minimum allocation, as the intermediate-term timeframe moves into an uptrend. The long-term trend remains negative.
U.S. & International Treasuries: Exposure will increase, as U.S. Treasuries join their international counterparts with an intermediate-term uptrend. The long-term trend remains negative.
Inflation-Protected Bonds: Exposure will not change and is at its minimum allocation due to downtrends across both timeframes.
Alternatives: Exposure will increase, as gold produces a long-term uptrend and joined the pre-existing intermediate-term uptrend.
Short-Term Fixed Income: Exposure will decrease, as exposure returns to strengthening assets such as U.S. and international equities as well as fixed income and gold.
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Past performance is not indicative of future results. The material above has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.
