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sha256:65ccb454656ea5acdea0a10e559b78bcde1eb6ff753ecc2911bc99d1c3d7cadd feat(calendar): enforce agent context tiers in retrieval AP… Human minor ⚠ breaking 1 day 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 2 commits
sha256:65ccb454656ea5acdea0a10e559b78bcde1eb6ff753ecc2911bc99d1c3d7cadd feat(calendar): enforce agent context tiers in retrieval AP… Human minor ⚠ 1 day ago
sha256:9103f98c89257ed2b01c237cea895dabb3e85ea337dccb1161c175e4422355b6 docs: accept Calendar Events v0 spec with Phase 0 security … Human 1 day ago