---
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`).