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