May 2024 Asset Allocation Update
What Does This All Mean?
U.S. Equities
Exposure will increase and remain overweight. Trends over all timeframes are positive and it remains the strongest equity asset class. A portion of exposure will be added from weaker real estate securities.
International Equities
Exposure will increase slightly and remain underweight overall. Trends are positive across all timeframes and while still weaker than its U.S. counterparts, emerging markets have strengthened enough to warrant a higher allocation as we enter May.
Real Estate
Exposure will decrease to its minimum allocation as trends across both timeframes turn negative.
U.S. & International Treasuries
Exposure will decrease to its minimum allocation as the long-term trend joins the intermediate term in negative territory.
Inflation-Protected Bonds
Exposure will not change and remains at its minimum due to downtrends across both timeframes.
Alternatives
Exposure will not change and remains at baseline, which is also our maximum limit for this asset class. Uptrends persist across both timeframes for gold.
Short-Term Fixed Income
Exposure will increase as it takes on exposure from weaker fixed income instruments.
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