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Jon Robinson

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Tilting the Index In Your Favor

October 27, 2026

Tilting the Index In Your Favor

In 2022, Blueprint Investment Partners rolled out one of the largest enhancements to our investment process since inception. Specifically, we wanted to start utilizing individual stocks in our portfolios instead of a basket or index. This shift was born of a simple question:

If trend following the index is a highly effective approach, would it be more effective to break apart the index and apply this same method to its underlying constituents?

Tilting the Index In Your Favor

Category: Systematic Investing

Man sitting on palm tree trunk growing out over water Bar chart showing 2020 distribution of returns for SPY

Tilting the Index In Your Favor

An Authentic View of AI’s Impact On Wealth Advisors & Fee Transparency

July 20, 2026

In recent months, AI enhancements have led many experts to call for the end of the traditional AUM-based model. A new white paper outlines the disruption afoot.

Trend following works change my mind meme

Hard to Argue with 220 Years of Data: The Case for Trend Following

February 9, 2026

A study of 220 years of global market data evaluated defensive investing strategies and found trend following consistently ranks among the most effective and reliable.

The Science of Scale for Financial Advisors

December 8, 2025

What is the most expensive input that financial advisors must have to run a successful practice? We think it’s time, the most precious (and limited) commodity, as well as the great equalizer. A great book that has been recently sweeping through the team at Blueprint Investment Partners may also be helpful for financial advisors.

Jon Robinson

Tilting the Index In Your Favor

Tilting the Index In Your Favor

Tilting the Index In Your Favor

Tilting the Index In Your Favor

An Authentic View of AI’s Impact On Wealth Advisors & Fee Transparency

Hard to Argue with 220 Years of Data: The Case for Trend Following

The Science of Scale for Financial Advisors

Archive Blogs by Jon Robinson

Trend Following: An Exit on the Highway to the Danger Zone

Webinar Highlights: Building An Elite Culture For Your Wealth Practice

Radical Transparency is Good for Business

But The Market Always Comes Back…Right?

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