U.S. Equities: Overall exposure will increase. The long-term timeframe joins the intermediate-term timeframe in an uptrend for the first time since early 2022. The asset class is overweight due to previously taking on exposure from weakening real estate and additional exposure now coming from short-term bonds. Exposure remains skewed toward large caps due to downtrends across both timeframes for small and mid.
International Equities: Exposure will not change. Foreign developed equities continue to experience uptrends across both timeframes, while emerging market equities continue to have downtrends.
Real Estate: Exposure will not change, with downtrends across both timeframes.
U.S. & International Treasuries: Exposure will be unchanged and remain underweight. Intermediate-term trends continue to be positive, while the long-term trends remain negative.
Inflation-Protected Bonds: Exposure will be unchanged and remain underweight. The intermediate-term trend is positive, while the long-term trend remains negative.
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 decrease, as allocations are returned to strengthening U.S. equities.
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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.
