April 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
Exposure will increase and move back to baseline. Trends are now positive across all timeframes for both foreign developed and emerging markets.
Real Estate
Exposure will decrease and remain underweight. It remains weaker than U.S. equities and now has an intermediate-term downtrend to go with its slight long-term uptrend.
U.S. & International Treasuries
Exposure will increase slightly but remain underweight. The intermediate-term trend in 1- to 3-year U.S. Treasuries is now positive, but that is the only timeframe and segment within the yield curve in a rising-trend state.
Inflation-Protected Bonds
Exposure will increase and move to baseline. 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. All four macro asset classes (i.e., currencies, commodities, fixed income, and equities) are now moderately net long.
Short-Term Fixed Income
Exposure will decrease but remain overweight as it gives back a small portion to U.S. fixed income while retaining the allocation vacated by weaker fixed-income instruments of higher duration.
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