portfolio-overview.md
markdown
sha256:c2dbf04d56308f3bbf2d06e6d2eb022b8948b1e827195fe525a44e5e18d5f9c0
feat(auth): Phase B Connect cloud agent (RFC 8628) + Hermes…
Human
minor
⚠ breaking
13 days ago
title: Portfolio overview — April 2026 snapshot project: finance-template tags:
- portfolio
- allocation
- rebalance date: 2026-04-07
Portfolio overview — April 2026 snapshot
As of: 2026-04-07 (template — replace with your valuation source)
Allocation (illustrative)
| Sleeve | Target | Current (approx.) | Comment |
|---|---|---|---|
| Cash & equivalents | 15% | 16% | Slight overweight after bonus inflow |
| Broad equities | 55% | 54% | Index core; no single-stock bets here |
| Digital assets | 10% | 11% | Inside +/- 2% band—no trade required |
| Alternatives | 20% | 19% | Private fund marks lag |
Rebalance notes
- Next scheduled review: 2026-07-01 unless any sleeve breaches +/- 3% absolute.
- If digital sleeve exceeds 13%, trim to 10% per policy; document txs in
transactions/.
Liabilities and liquidity
- 6 months expenses in cash/T-bills held at primary bank + brokerage MMF (rates checked monthly).
Data sources
- Equities: custodian statement EOD.
- On-chain: public explorers + local CSV export—no hot wallet linkage in this vault.
Open questions
- Confirm cost basis for 2022 transfers from old exchange (see
tax/2026-taxable-events.md).
File History
1 commit
sha256:93bcf8f9bd56d8c5b9339f4ec73b9ebd66571398d56262d38eedc2cfa9db9882
fix(test): align Band B landing assertion with desktop MCP …
Human
13 days ago