Performance tracking begins July 1, 2026 — KPIs and the curve populate from the daily price feed once live. Allocations below are live now.
All 20 models — grouped by type; click a type to expand, then a model to open it below
| Model / type | Equity | Fixed inc. | Blended ER | Div yield | Status |
|---|
Ask the portfolio — powered by Claude over this model's data
Cumulative return — model vs. PM benchmark (net of fund costs)
How a holding earns its place
Holdings · click any row for the full thesis
| Ticker | Name | Role | Weight | ER | Yield |
|---|
Change history — every add, trim, and exit, dated
| Date | Action | Holding | Rationale |
|---|
On the watchlist — researched, not yet held