June 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 not change and remain at baseline. Both foreign developed and emerging market equities have intermediate- and long-term uptrends.
Real Estate
Exposure will remain at its baseline allocation as trends over both timeframes remain positive.
U.S. & International Treasuries
International Treasuries are now being partially expressed with an adaptive fixed income ETF. This will allow for continued baseline exposure and offer the ability to potentially benefit from both positive and negative trends. U.S. Treasuries of medium to long duration remain in downtrends across all timeframes and will continue to be underweight.
Inflation-Protected Bonds
Exposure will remain at its minimum as this asset group continues to be weaker than other fixed income assets.
Alternatives
Exposure is expressed through a multi-asset alternative ETF. Fixed income continues to have the largest net exposure (short prices, long rates). Net long equities remains in the second spot as the largest long position. International currencies and commodities round out the exposure, with both continuing to be net long.
Short-Term Fixed Income
Exposure will not change and be overweight as this asset class continues to hold allocations from weaker fixed-income instruments.
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