April 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 decrease, with both foreign developed and emerging market equities now experiencing intermediate-term downtrends. Trends continue to be positive over the long-term timeframe.
Real Estate
Exposure will decrease back to the minimum allocation. With trends reverting back to negative status, it provides an opportunity to harvest losses while we await the next uptrend.
U.S. & International Treasuries
International Treasuries are now being partially expressed with an adaptive fixed income ETF. This will allow for an increase in exposure and offer the ability to potentially benefit from both positive and negative trends. However, U.S. Treasuries of medium to long duration are now in intermediate-term downtrends and exposure will decrease to underweight.
Inflation-Protected Bonds
Exposure will be at its minimum as it remains weaker than other fixed income assets.
Alternatives
Exposure is expressed through a multi-asset alternative ETF. Fixed income maintains its top spot in terms of exposure, but will experience a flip from net long to net short. Net long equities is the next-largest exposure and the top net long position, but the magnitude of net long will decrease. International currencies and commodities will bring up the rear in terms of exposure, with both continuing to be net long.
Short-Term Fixed Income
Exposure will increase to overweight as it takes on exposure from weaker equities and fixed income.
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