January 2026 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
Exposure will not change, with both foreign developed and emerging market equities remaining at their baseline allocation. Trends continue to be positive across all timeframes.
Real Estate
Exposure will not change and remain at its minimum.
U.S. & International Treasuries
International Treasuries remain in downtrends across all timeframes, and as a result, this exposure will be at its minimum. For U.S. Treasuries, they cling to uptrends for now and exposure will remain overweight.
Inflation-Protected Bonds
Exposure will be at its minimum. The intermediate-term trend is now negative, and the group remains weaker than other fixed income assets.
Alternatives
Exposure is expressed through a multi-asset alternative ETF. Equity exposure (net long) is now the largest allocation followed by net long international currencies. Bonds remain net long but have reduced in overall exposure recently. Commodity exposure remains net long.
Short-Term Fixed Income
Exposure will not change and remains at baseline.
Jump To: ESG 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