February 2024 Asset Allocation Update

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Feb 24 grid

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U.S. Equities
Exposure will decrease and remain overweight. Trends over all timeframes are positive, but a small portion of exposure will be returned to other strengthening asset classes. Within U.S. equities, exposure will remain skewed toward growth and large caps. Value, mid, and small caps have retained uptrends over all timeframes but remain relatively weaker.

International Equities
Overall exposure will not change and remain underweight. Foreign developed will increase, taking exposure from weaker emerging market equities, which have resumed downtrends across both timeframes. 

Real Estate
Exposure will not change and is at its baseline allocation with uptrends across both timeframes.

U.S. & International Treasuries
Exposure will increase and be at baseline allocations as uptrends persist across both timeframes.

Inflation-Protected Bonds
Exposure will not change due to the relative weakness of the asset class versus nominal Treasuries. 

Exposure will not change. The baseline allocation for gold is also our highest limit, so we are already at the maximum allocation as trends in gold remain positive across both timeframes. 

Short-Term Fixed Income 
Exposure will not change and will remain with longer-duration fixed income instruments. 



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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.