Allocation Breakdown

What It Is

This is where the numbers come alive. The Allocation Breakdown shows exactly how your money is distributed across asset classes, sectors, or specific instruments — giving you full transparency into what’s driving your portfolio’s behavior.

Whether you’re in a conservative or a high-growth strategy, you’ll see a clear visual breakdown that aligns with your goals, timeline, and risk preferences.

What’s Inside

• Asset Classes: How much is in stocks, bonds, cash, alternatives, or ETFs.

• Thematic Tilts (if selected): ESG, Tech, Global, or other preferences layered into the strategy.

• Diversification Metrics: See how risk is spread out — or concentrated — across your holdings.

• Rebalancing Philosophy: Understand how and when allocations may shift based on market dynamics.

• Versioning & Time Stamp: Know when the current model was last updated or adjusted.

Why It Matters

Knowing what you own — and why — is what separates real investors from passive spectators. This breakdown gives you clarity, not just data, so you can explain your portfolio to anyone and sleep well at night knowing exactly what your money is doing.

Comes with every strategy — view or download your allocation chart anytime.