Started a summary of the allocations vs Target asset allocation. Created Asset Allocation Lenses (by Codex) to review different views of target allocation before implementing.
Views by
- Markets: Private vs public, equity vs debt, geography
- Liquidity: cash → taxable brokerage → locked up accounts → stuff that cant be converted to cash. In order of consequence to convert to cash
- Real assets
- Cash
Converted the Asset Classes to a stacked bar chart instead of the loading bars
