Defensive Portfolio Shift
Jose Farrell
Proposed Allocation
US Equity 30%Int'l Equity 20%Fixed Income 18%Alternatives 12%Real Estate 8%Commodities 5%Cash 5%Crypto 2%
AUM: $3.6M
Exp. Return: 8.9%
Risk: 17.9%
Created Apr 1, 2026 · Expires Jul 23
Income-Focused Rebalancing
Eva Kuphal
Proposed Allocation
US Equity 30%Int'l Equity 20%Fixed Income 18%Alternatives 12%Real Estate 8%Commodities 5%Cash 5%Crypto 2%
AUM: $2.8M
Exp. Return: 11.3%
Risk: 17.5%
Created Jun 16, 2026 · Expires Jul 30
Estate-Friendly Restructuring
Darrell Cruickshank
Proposed Allocation
US Equity 30%Int'l Equity 20%Fixed Income 18%Alternatives 12%Real Estate 8%Commodities 5%Cash 5%Crypto 2%
AUM: $1.2M
Exp. Return: 6.3%
Risk: 11.1%
Created Dec 19, 2025 · Expires Jul 10
Pre-Retirement Defensive Shift
Yasmin Glover
Proposed Allocation
US Equity 30%Int'l Equity 20%Fixed Income 18%Alternatives 12%Real Estate 8%Commodities 5%Cash 5%Crypto 2%
AUM: $162K
Exp. Return: 11.3%
Risk: 16.6%
Created Dec 24, 2025 · Expires Jul 13
Tax-Efficient Restructuring
Ben Rosenbaum
Proposed Allocation
US Equity 30%Int'l Equity 20%Fixed Income 18%Alternatives 12%Real Estate 8%Commodities 5%Cash 5%Crypto 2%
AUM: $2.9M
Exp. Return: 9.2%
Risk: 17.4%
Created Jul 26, 2025 · Expires Jul 20
International Diversification
Tad Lueilwitz
Proposed Allocation
US Equity 30%Int'l Equity 20%Fixed Income 18%Alternatives 12%Real Estate 8%Commodities 5%Cash 5%Crypto 2%
AUM: $6.9M
Exp. Return: 5.8%
Risk: 7.5%
Created May 16, 2026 · Expires Jul 22
Business Owner Liquidity Plan
Alessandra Thiel
Proposed Allocation
US Equity 30%Int'l Equity 20%Fixed Income 18%Alternatives 12%Real Estate 8%Commodities 5%Cash 5%Crypto 2%
AUM: $2.9M
Exp. Return: 5.4%
Risk: 16.5%
Created Oct 18, 2025 · Expires Jul 27
Growth Reallocation Strategy
Elisa Murphy
Proposed Allocation
US Equity 30%Int'l Equity 20%Fixed Income 18%Alternatives 12%Real Estate 8%Commodities 5%Cash 5%Crypto 2%
AUM: $5.0M
Exp. Return: 6.8%
Risk: 5.8%
Created Feb 11, 2026 · Expires Jul 9