4 PRIMARY ATTRIBUTES OF BLUEPRINT FUNDS:
Asset Class Diversification
Exposure across eight major global asset classes in a
single investment vehicle
A Rules-Based Process
The repeatable process for making all portfolio decisions leaves no room for emotional decision-making during times of euphoria or fear, which seeks to manage risk during times of prolonged market volatility
A Focus on Managing Downside Risk
Portfolio is constructed to manage risk during periods of market downtrends (like the Coronacrash of March 2020), which can be particularly important for those around retirement age
Automatic Adjustments in Response to Market Changes
Portfolio naturally adapts when there are uptrends/downtrends in an asset class, interest rates change, volatility arises, and inflation/deflation occurs
In our view, many portfolios suffer from:
Lack of Sufficient Diversification
Traditional means of diversification do not go far enough in protecting client capital, particularly during rising rate environments and periods of severe asset price decline
Missed Opportunities, Lost Compounding, and disrupted income
Being too conservative or aggressive carries significant risk during both the accumulation and distribution phases
The Cost of Emotional Decision Making
A growing body of evidence shows a negative relationship between letting fear/greed drive investing decisions and maximizing investment opportunities
Asset Diversification + Time Diversification
Portfolio includes eight major global asset classes, with trend following rules applied over the intermediate- and long-term timeframes to continually optimize exposures
Systematic approach to investing tells us what, when, and how much to buy and sell
Our strategies are sophisticated, but there’s no secret sauce – investors in Blueprint Funds know what they own and why they own it
Blueprint Funds was founded on the premise that investors should not have to choose between long-term growth and prudent risk management.
Our guiding philosophy
1. Price is king.
It is our chief input for decision-making.
2. OUTLIER RETURNS ARE ASYMMETRICAL.
We reduce exposure when prices fall and increase exposure when prices rise. Our goal is to perpetually work from a higher base position.
3. SYSTEMATIC INVESTING LEAVES NO ROOM FOR EMOTION.
Combining a transparent investment process with a thoughtful financial plan, our strategy helps investors avoid emotional decisions so they can stay with their plan.
4. Elite advisors focus on their clients.
Humans let emotions get the best of them, which can lead to abandoning “the plan” during times of euphoria or fear. A repeatable process counteracts this problem by specifying what, when, and how much to buy/sell.