May 2025 Asset Allocation Update For Risk-Managed Portfolios

May 2025 asset allocation changes grid for Blueprint Investment Partners risk-managed global 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

Exposure will decrease and remain underweight. Both the intermediate-term and long-term trends are now negative.

International Equities

Overall exposure will not change and remain at baseline. Trends are now positive across all timeframes for foreign developed equities, but down for emerging markets.

Real Estate

Exposure will decrease and move to its minimum allocation. Trends are down over both timeframes and the asset class remains weaker than U.S. equities.

U.S. & International Treasuries

Exposure will increase and move to overweight. Trends are positive in the middle part of the yield curve, which is generally stronger than the shorter end.

Inflation-Protected Bonds

Exposure will increase and move to overweight. In addition to having uptrends across all timeframes, the asset class is 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, long foreign currencies followed by long commodities are the next highest exposures. Equities are now almost perfectly hedged with longs matching shorts in dollar allocation.

Short-Term Fixed Income

Exposure will decrease but remain overweight. The group will give back a small portion of exposure to U.S. fixed income while retaining the allocation vacated by weaker fixed-income instruments of higher duration.

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