November 2023 Asset Allocation Update

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

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U.S. Equities: Exposure will increase slightly and move to baseline allocation. The intermediate-term trend remains negative, but the long-term trend is positive. As a result, U.S. equities will pick up exposure from weakening international equities. Within the asset class, exposure will remain skewed toward growth and large caps, with almost all other segments in downtrends across both timeframes.

International Equities: Exposure will decrease and move to its minimum allocation. Both foreign developed and emerging market equities now have downtrends across both timeframes.

Real Estate: Exposure will not change and is at its minimum allocation due to downtrends across both timeframes.

U.S. & International Treasuries: Exposure will not change and is at its minimum allocation due to downtrends across both timeframes. 

Inflation-Protected Bonds: Exposure will not change and is at its minimum allocation due to persistent downtrends across both timeframes.

Alternatives: Exposure will increase, as gold pushes back into intermediate-term uptrend to coincide with the long-term uptrend. 

Short-Term Fixed Income: Exposure will increase, as it receives allocations from weaker assets.



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