Co-Founders' Monthly Note For Financial Advisors
August 2025:
Restraint (Not Reaction) Can Be The Clearest Expression of Discipline
One of the hardest things in investing is doing nothing — not out of neglect, but on purpose.
At Blueprint Investment Partners, we believe in acting when conditions warrant it — and holding firm when they don’t. That’s the nature of a rules-based process: trade when the data says to, and stay put when it doesn’t.
This is one of those times. With both market activity and portfolio adjustments remaining minimal, our strategies haven’t needed to shift. And that’s not a sign of weakness — it’s a sign that our positioning is aligned with the current environment.
In this month’s Co-Founders’ Note, we reflect on the value of staying still when the system calls for it — and why restraint, not reaction, is often the clearest expression of discipline.
But first, here’s a summary of what transpired in the markets in July.
Asset Allocation Monthly Update
Asset allocation changes for Blueprint's global risk-managed portfolios
S&P 100 Strategy Monthly Summary
Asset allocation changes for the risk-managed Blueprint S&P 100 Strategy
