May 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 increase to baseline. Both foreign developed and emerging market equities have intermediate-term uptrends. Trends continue to be positive over the long-term timeframe as well.
Real Estate
Exposure will increase back to its baseline allocation as trends over both timeframes revert to 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. However, U.S. Treasuries of medium to long duration continue to experience downtrends over both timeframes and will remain underweight.
Inflation-Protected Bonds
Exposure will remain at its minimum as it continues to be weaker than other fixed income assets.
Alternatives
Exposure is expressed through a multi-asset alternative ETF and is overall little changed heading into May. Fixed income will continue to have the largest net exposure (short prices, long rates). Net long equities remain in the second spot and is the largest long position. International currencies and commodities will again bring up the rear in terms of exposure, with both continuing to be net long.
Short-Term Fixed Income
Exposure will decrease to underweight as exposure is returned to strengthening equities.
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