July 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 continue to be positive across all timeframes and tilted toward foreign developed equities given its relative strength.
Real Estate
Exposure will not change and remain at its minimum. Trends over both timeframes remain negative.
U.S. & International Treasuries
U.S. exposure will increase but remain underweight. Trends in the middle part of the U.S. Treasury yield curve continue to flip-flop, with the intermediate-term now back to positive. International Treasuries are still in solid uptrends, and their overall allocation will remain at its baseline allocation.
Inflation-Protected Bonds
Exposure will be at its minimum. Trends are still positive but the group has weakened versus other fixed income assets.
Alternatives
Exposure is expressed through a multi-asset alternative ETF. Bonds (net long) continue to hold the most influential allocation, now followed by stocks (net long). Commodities remain slightly net long as well. The currency portfolio remains net short the U.S. Dollar.
Short-Term Fixed Income
Exposure will decrease as trends in higher-duration bonds have strengthened.
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