Asset Allocation Baselines, Minimums & Maximums for BLUIX
Systematic investing rules determine asset allocation for the Blueprint Adaptive Growth Allocation Fund (BLUIX). However, each of the portfolio’s eight global asset classes have distinct minimum/maximum exposure limits.
| Asset Class | Minimum Exposure | Baseline Exposure | Maximum Exposure |
|---|---|---|---|
| U.S. Equities | 7.0% | 48.0% | 88.0% |
| Foreign Developed Equities | 4.0% | 20.0% | 32.0% |
| Emerging Market Equities | 3.0% | 15.0% | 15.0% |
| Real Estate | 2.0% | 10.0% | 10.0% |
| U.S. Treasury Bonds | 0.0% | 0.0% | 81.0% |
| Inflation-Protected Bonds | 0.0% | 0.0% | 13.0% |
| International Treasury Bonds | 0.0% | 0.0% | 7.2% |
| Alternatives | 1.0% | 5.0% | 5.0% |
Within these bounds, BLUIX uses as continuum-based approach to risk management. This creates an all-weather portfolio that can help financial advisors ease clients away from risk instead of dramatically stepping down from it.
5 Primary Attributes Blueprint Adaptive Growth Allocation Fund
Global Asset Allocation
Portfolio diversification across eight major global asset classes in a single investment vehicle
Rules-Based Process Optimized for Behavioral Finance
Systematic investing process answers questions about what, when, and how much to buy and sell – repeatable rules that maintain discipline during prolonged market volatility because we want to leave no room for emotional decision-making amidst euphoria or fear
Dynamic Adjustments in Response to Market Changes
Asset allocation naturally adapts to market conditions – portfolio can look quite different depending on the environment (e.g., when there are uptrends/downtrends in an asset class, interest rates change, volatility arises, or inflation/deflation occurs)
Focus on Managing Downside Risk
Constructed to manage risk during bear markets and severe drawdowns (like 2022 and the Coronacrash of March 2020), but doesn’t need to go completely “risk off” amidst less significant pullbacks (those that may affect only select asset classes, not the whole financial system)
Ongoing Tax-Loss Harvesting
Tax-friendly portfolio is possible by using a blend of timeframes – this time diversification allows losing positions to be sold quickly, but gains can be held as long as uptrends persist
Let's Talk
Please reach out if you’d like to learn more about BLUIX
Replicates Blueprint’s Flagship Separately Managed Account
BLUIX imitates the Blueprint Tactical Growth Strategy, the flagship SMA for Blueprint Investment Partners since January 2013.
Blueprint Investment Partners claims compliance with the Global Investment Performance Standards (GIPS®) and has been independently verified for the period of January 1, 2013, through December 31, 2021.
Let's Talk
If you’d like to learn more about BLUIX, a risk-managed, global asset allocation fund