U.S. Equities: Exposure will increase. The intermediate-term timeframe remains in an uptrend, while the long-term timeframe is in a downtrend. The additional exposure will come from taking on the allocation vacated by real estate securities.
International Equities: Overall exposure will not change but the mix will shift more toward foreign developed equities, which continue to experience uptrends across both timeframes. The intermediate-term trend in emerging market equities has reversed into a downtrend, re-joining the long-term downtrend.
Real Estate: Exposure will decrease, as the intermediate-term timeframe reverts to a downtrend, joining the negative long-term trend. The vacated exposure will be handed off to U.S. equities.
U.S. & International Treasuries: Exposure will decrease to its minimum levels, as U.S. Treasuries join their international counterparts in reverting to downtrends across both timeframes.
Inflation-Protected Bonds: Exposure will not change and is at its minimum allocation due to downtrends across both timeframes.
Alternatives: Exposure will not change. The baseline allocation for gold is also our highest limit, so we are already at the maximum allocation as the asset class continues to experience uptrends over both timeframes.
Short-Term Fixed Income: Exposure will increase, receiving allocations from weakening U.S. and international Treasuries.
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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.