June 2024 Asset Allocation Update
What Does This All Mean?
U.S. Equities
Exposure will not change and will remain overweight. Trends over all timeframes are positive, and it remains the strongest equity asset class.
International Equities
Exposure will be at baseline allocation. Trends are positive across all timeframes.
Real Estate
Exposure will remain at its minimum allocation as trends across both timeframes continue to be negative.
U.S. & International Treasuries
Exposure will not change and will remain at minimum allocations as trends remain in negative territory.
Inflation-Protected Bonds
Exposure will not change and will remain at its minimum due to downtrends across both timeframes.
Alternatives
Exposure will be expressed through a multi-asset alternative ETF. The current allocation is long equities, long fixed income, slightly short commodities, and neutral to global currencies.
Short-Term Fixed Income
Exposure will not change as it continues to hold exposure from weaker fixed income instruments.
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