Holdings
Portfolio
Synthetic allocation of your current net worth.
| Asset | Allocation | Value | Risk |
|---|---|---|---|
| Index ETF — VTI | 38% | $70,110 | Low |
| Treasury Ladder | 18% | $33,210 | Low |
| Single-stock conviction | 14% | $25,830 | High |
| Real estate equity | 22% | $40,590 | Med |
| Cash reserve | 8% | $14,760 | None |
Total
$184,500
Index ETF — VTI38%
Treasury Ladder18%
Single-stock conviction14%
Real estate equity22%
Cash reserve8%