Portfolio
Holdings, allocation, and rebalancing intelligence.
Asset Allocation
US Equities 41.6%
International Equities 6.8%
Bonds 6.3%
Crypto 10.8%
Real Estate 28.5%
Cash 6%
Holdings
Owen's Rebalancing Suggestions
- International equities underweight by 3.2%. Consider adding VXUS.
- Crypto allocation above target (10.8% vs 8% target). Consider trimming ETH.
- Bond allocation low. Interest rate environment favourable for adding duration.