December 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 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 have weakened to downtrends across all timeframes. The result will be a shift in exposure to stronger U.S. Treasuries, which will move to overweight.
Inflation-Protected Bonds
Exposure will be at its minimum. Trends are still positive but the group remains weak versus other fixed income assets.
Alternatives
Exposure is expressed through a multi-asset alternative ETF. Bond exposure remains the largest allocation despite net long exposure falling slightly during the past month. Stocks also experienced a decrease in their net long position but remains the second-largest net allocation. Commodity exposure is net long, with longs in metals increasing and outweighing shorts in grains. Exposure to international currencies also continues to be long relative to the U.S. Dollar, but is decreasing.
Short-Term Fixed Income
Exposure will not change and remain at baseline.
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