October 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 the net allocation will remain at baseline, though foreign developed markets continue to be stronger (and thus overweight) while emerging markets are weaker (and thus underweight). Trends across all timeframes for both sectors remain positive.
Real Estate
Exposure will decrease and fall to underweight due to the emergence of an intermediate-term downtrend. The long-term timeframe remains positive for now.
U.S. & International Treasuries
Treasuries will remain underweight as they continue in downtrends and approach multi-year lows. To the extent exposure is positive, it is only due to the recently introduced adaptive fixed income ETF, which allows our strategies to seek to benefit from short allocations to bonds as prices fall.
Inflation-Protected Bonds
Exposure will remain at its minimum with downtrends across both timeframes.
Alternatives
Exposure is expressed through a multi-asset alternative ETF. Fixed income continues to carry the largest net exposure (short prices, long rates), followed by net long equities. Commodities remain the next-largest net long exposure, with currencies representing the smallest net allocation.
Short-Term Fixed Income
Exposure will not change and remain overweight, as this asset class continues to hold allocations from weaker fixed-income instruments.
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