Monday!

Hi All, this is Satish again with your Monday note. Remember, FinDosh is designed for long-term portfolio management, but it helps to keep an eye on what's going on right now. While Wall Street's expectations of a quick resumption of a lower interest-rates environment continue to run counter to inflation data, investors will continue to see a bumpy ride in the months ahead and tactical defensive positioning across your FamilyOmniFolio (the FMF) makes sense.

As a practical example of how easy FinDosh makes it to see where your assets are allocated across your entire investment universe, look at the two R2R (Risk-to-Return) matrices below. As you can see during Q1/24 I re-allocated about 5-6% of my total FMF out of DME (Developed & Emerging Markets) into ALT (diverse alternative assets) and UST (US Treasuries and high quality fixed income) instruments. Keeping to my long-term view, allocations have not changed materially, except in the left column, where I have added to aggressive crypto and defensive Treasuries.

Make your own decisions, but use FinDosh to monitor what you are actually doing, as you buy and sell across multiple investment products held in diverse accounts in your ongoing portfolio management. Good luck and happy hunting!

Till next week...