Portfolio
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Overview
Market regime
Uptrend
Accumulate
Leaders acting well · breadth healthy · confidence 8/10
Today No action required · patience is a position
Strong
Portfolio health · on strategy
Dry powder
$997
BTG · Inter · Nomad
Positions
19
4 buckets
Portfolio
View all
Bucket
Status
Alloc
Drift
ETF / Core
Underweight
54%
–1%
Growth
Overweight
33%
+3%
Speculative
Balanced
9%
–1%
Gold / Hedge
Balanced
4%
–1%
Next deployment
View all
The stock market is a device for transferring money from the impatient to the patient.
Warren Buffett
Portfolio
Your positions at a glance
···
Dead capital review
Yes
8
Keep & add
Unsure
3
Monitor
No
4
Plan exit
Portfolio insights
Portfolio is 3% overweight in Growth vs target. Consider rebalancing on strength.
Cash available for deployment: $997. Next priority: IEFA.
4 positions flagged for dead capital review. Decide at next quarterly audit.
Decision engine
Select a position to review
All positions
Allocation
Target vs current
ETF / Core
54%
/ 55%
Growth
33%
/ 30%
Speculative
9%
/ 10%
Gold
4%
/ 5%
ETF / Core
54%–1%
Growth
33%+3%
Speculative
9%–1%
Gold / Hedge
4%–1%
Cash by broker
Nomad$339
Banco Inter$16
BTG Pactual$642
Total dry powder$997
Excluded from allocation math · max 30% per deployment session
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