March 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, 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 increase to baseline. Trends are now positive across all timeframes and the asset class has strengthened relative to U.S. equities as well.
U.S. & International Treasuries
Both U.S. and international Treasuries are now experiencing some positive trends and strengthening. As a result, both will increase to just below their baseline allocations.
Inflation-Protected Bonds
Exposure will be at its minimum as it remains weaker than other fixed income assets.
Alternatives
Exposure is expressed through a multi-asset alternative ETF. Fixed income (net long) maintains its top spot in terms of exposure, with most of the recent increase happening in low volatility short-duration bonds. Outside of fixed income, the most influential segments continue to be net long equities followed by international currencies and precious metals.
Short-Term Fixed Income
Exposure will decrease to minimum as exposure is returned to strengthening U.S. and international Treasuries.
Jump To: S&P 100 Strategy Summary
View Archive: Asset Allocation Updates
Let's Talk
If you'd like additional details about current asset allocation for a particular risk-managed strategy