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 5 commits

sha256:87f84653ce4706be8c65b0c4494ed6fb891213cca82db2b1824772cddc41a752 feat(auth): durable MCP OAuth refresh via shared strong sto… Agent minor 65 days ago

sha256:873e30b7fafe601346295f8f4289f388f21d8f715f28584d5481899ba2b714fc Merge pull request #249 from aaronrene/muse-mirror Agent 82 days ago

sha256:d8c648b20a4d53b2673c5c082ee7edfa7b2fc9b11080832da1f38807b6bf940b fix(7C-L1b): route hosted delegation proposals through cani… Human minor ⚠ 84 days ago

sha256:2827ba9e7632a4b141c50caf1e8f7d77abbc3515be20e7465f2bccb0ac4edf91 fix: repair endpoint now sets has_active_subscription when … Human minor ⚠ 104 days ago

sha256:6a102aafafdfe7e70a24f4e59740200f0ee713ce7915f1b53e9d4ba5ee8b4410 Initial Muse snapshot Human 136 days ago