September 2023 Asset Allocation Update

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

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U.S. Equities: Exposure will increase. The intermediate- and long-term timeframes remain in uptrends, and equities will receive a portion of exposure from weakening international equities and real estate. Within the asset class, exposure will remain skewed toward growth and large caps, which are stronger than value, small caps, and mid caps.

International Equities: Exposure will decrease. Both foreign developed and emerging market equities are now experiencing intermediate-term downtrends. The long-term trends for both remain positive.

Real Estate: Exposure will decrease to its minimum allocation as the asset class returns to downtrends across both timeframes.

U.S. & International Treasuries: Exposure will decrease back to its minimum allocation. International bonds return to downtrends across both timeframes after a brief intermediate-term uptrend.

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

Alternatives: Exposure will decrease, as gold re-enters an intermediate-term downtrend. The long-term trend remains positive.  

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



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