June 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 are now positive across all timeframes but tilted toward foreign developed equities given its relative strength.
Real Estate
Exposure will not change and collectively remain at its minimum allocation. Trends are down over both timeframes.
U.S. & International Treasuries
U.S. exposure will decrease and move back to underweight. Trends that were positive in the middle part of the U.S. Treasury yield curve have once again reverted to negative. International Treasuries are still in solid uptrends, and their overall allocation will remain at its baseline allocation.
Inflation-Protected Bonds
Exposure will not change and remain overweight. In addition to having uptrends across all timeframes, the asset class continues to be relatively strong versus other bond segments.
Alternatives
Exposure is expressed through a multi-asset alternative ETF. The largest net allocation by a wide margin remains long bonds. After that, net long foreign currencies followed by long equities are the next-highest exposures. Equities are now almost perfectly hedged, with longs matching shorts in dollar allocation.
Short-Term Fixed Income
Exposure will increase and remain overweight. Sliding bond prices in higher-duration segments will cause allocations to flow to this short duration arena.
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