March 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 increase but remain underweight. Trends are now positive across all timeframes for both foreign developed and emerging markets, however, international equities continue to be weaker than U.S.
Real Estate
Exposure will increase but remain underweight. Trends are now positive across all timeframes but it continues to be weaker than U.S. equities.
U.S. & International Treasuries
Exposure will increase slightly but remain underweight. The intermediate-term trend in 1- to 3-year U.S. Treasuries is now positive, but that is the only timeframe and segment in a rising-trend state.
Inflation-Protected Bonds
Exposure will remain at its minimum due to a combination of downtrends and relative weakness compared to other fixed income segments.
Alternatives
Exposure is expressed through a multi-asset alternative ETF. The largest net allocation remains long bonds followed by long stocks. Commodity exposure remains a meaningful net long allocation while currencies are now materially net short versus the U.S. Dollar.
Short-Term Fixed Income
Exposure will decrease but remain overweight as it gives back a small portion to U.S. fixed income while continuing to retain the allocation vacated by weaker fixed-income instruments of higher duration.
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