Defensive Portfolio Shift
Rhianna Davis
Proposed Allocation
US Equity 28%Int'l Equity 12%Fixed Income 32%Alternatives 8%Real Estate 6%Commodities 4%Cash 9%Crypto 1%
AUM: $3.2M
Exp. Return: 5.9%
Risk: 13.8%
Created Feb 19, 2026 · Expires Jul 26
Income-Focused Rebalancing
Deshawn Rodriguez
Proposed Allocation
US Equity 20%Int'l Equity 10%Fixed Income 46%Alternatives 6%Real Estate 6%Commodities 3%Cash 8%Crypto 1%
AUM: $124K
Exp. Return: 10.9%
Risk: 10.4%
Created Oct 28, 2025 · Expires Jul 25
Estate-Friendly Restructuring
Shanel Stroman
Proposed Allocation
US Equity 30%Int'l Equity 13%Fixed Income 26%Alternatives 8%Real Estate 9%Commodities 4%Cash 7%Crypto 3%
AUM: $7.6M
Exp. Return: 5%
Risk: 17.8%
Created Jan 16, 2026 · Expires Aug 7
Pre-Retirement Defensive Shift
Hilbert Turner
Proposed Allocation
US Equity 24%Int'l Equity 11%Fixed Income 32%Alternatives 9%Real Estate 6%Commodities 2%Cash 14%Crypto 2%
AUM: $4.8M
Exp. Return: 10.1%
Risk: 14.4%
Created Apr 5, 2026 · Expires Aug 6
Tax-Efficient Restructuring
Alyssa Green
Proposed Allocation
US Equity 33%Int'l Equity 16%Fixed Income 25%Alternatives 9%Real Estate 6%Commodities 3%Cash 5%Crypto 3%
AUM: $3.7M
Exp. Return: 10.4%
Risk: 11%
Created Feb 23, 2026 · Expires Jul 26
International Diversification
Carrie Graham
Proposed Allocation
US Equity 26%Int'l Equity 32%Fixed Income 18%Alternatives 9%Real Estate 6%Commodities 3%Cash 3%Crypto 3%
AUM: $6.4M
Exp. Return: 7.5%
Risk: 13.2%
Created Apr 13, 2026 · Expires Aug 9
Business Owner Liquidity Plan
Diana Tremblay
Proposed Allocation
US Equity 21%Int'l Equity 10%Fixed Income 29%Alternatives 7%Real Estate 8%Commodities 3%Cash 21%Crypto 1%
AUM: $1.4M
Exp. Return: 10.7%
Risk: 14.2%
Created Oct 13, 2025 · Expires Aug 9
Growth Reallocation Strategy
Koby Cormier
Proposed Allocation
US Equity 41%Int'l Equity 20%Fixed Income 15%Alternatives 10%Real Estate 7%Commodities 4%Cash 2%Crypto 1%
AUM: $7.7M
Exp. Return: 6.2%
Risk: 12.1%
Created Apr 1, 2026 · Expires Aug 13