May 2025 Asset Allocation Update For Risk-Managed Portfolios
Source: Blueprint Investment Partners
Adjustments can vary across strategies depending on each strategy's objectives. What's illustrated above most closely reflects allocation adjustments for the Growth Strategy. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Diversification among investment options and asset classes may help to reduce overall volatility.
U.S. Equities
International Equities
Overall exposure will not change and remain at baseline. Trends are now positive across all timeframes for foreign developed equities, but down for emerging markets.
Real Estate
Exposure will decrease and move to its minimum allocation. Trends are down over both timeframes and the asset class remains weaker than U.S. equities.
U.S. & International Treasuries
Exposure will increase and move to overweight. Trends are positive in the middle part of the yield curve, which is generally stronger than the shorter end.
Inflation-Protected Bonds
Exposure will increase and move to overweight. In addition to having uptrends across all timeframes, the asset class is relatively strong versus other bond segments.
Alternatives
Exposure is expressed through a multi-asset alternative ETF. The largest net allocation by a wide margin remains long bonds. After that, long foreign currencies followed by long commodities are the next highest exposures. Equities are now almost perfectly hedged with longs matching shorts in dollar allocation.
Short-Term Fixed Income
Exposure will decrease but remain overweight. The group will give back a small portion of exposure to U.S. fixed income while retaining the allocation vacated by weaker fixed-income instruments of higher duration.
Jump To: S&P 100 Strategy Summary
View Archive: Asset Allocation Updates
Let's Talk
If you'd like additional details about current asset allocation for a particular risk-managed strategy