September 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
Overall exposure will not change and remain at baseline, with foreign developed markets continuing to be stronger than emerging markets and thus the former will be overweight while the latter is underweight. Trends across all timeframes for both sectors remain positive.
Real Estate
Exposure will remain at its baseline allocation as trends over both timeframes remain 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. U.S. Treasuries of medium to long duration remain in downtrends across all timeframes and will continue to be underweight.
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 carries the largest net exposure (short prices, long rates), followed by net long equities. Commodities are the next-largest net long exposure, with currencies representing the smallest net allocation and remaining net long international currencies (net short the U.S. Dollar).
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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