Asset Allocation Builder

Investor Settings Ranks: 1 = highest priority • 5 = lowest. Fields default to “Select…”

Wealth Tier (Investable Assets)

Private alternatives are removed below $2M.

Federal Tax Bracket (marginal)

Municipal bonds appear only at ≥32% bracket.

Time Horizon

Short horizon trims long-duration bonds; emphasizes short-term and cash-like.

Growth (rank)

Trading Profits (rank)

Speculation (rank)

Income (rank)

Safety of Principal (rank)

Select all fields above to enable “Generate”.

Macro Overlay (optional)

Enable Intensity

Applies after suitability rules. Tilts or (in stress) excludes certain sleeves. Toggle Off for baseline.

Rates Level

Rates Trend

Yield Curve

Inflation Level

Inflation Trend

US Dollar

Credit Spreads

Growth (PMI/ISM)

Volatility (VIX)

Detailed Allocation (Interactive)

No allocation yet — complete Investor Settings and click Generate.

Allocation Charts

Detailed Sleeves

Awaiting inputs…

General Mix (Stocks / Bonds / Cash)

Awaiting inputs…

General mix mirrors sleeves. Cash (cash + CDs) floored at 5%.

Educational only. Not investment advice. “IG” = Investment-Grade (BBB-/Baa3 or higher).

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