Account Info: Schwab, F62222688H1PP
Account Value over Time
Account Allocation
Holdings
Description Ticker Market Value Cost Basis G/L ST/LT % of Portfolio Exclude?
PIMCo Income Fund PIMCX $40,000.00 $50,000.00 ($3,000.00) LT 10%
USTreasury - 01/15/2024 9128CAW1 $130,000.00 $140,000.00 $230.00 LT 30%
Vanguard MidCap ETF VO $40,000.00 $55,000.00 ($6,000.00) LT 11%
Alphabet Inc Class C GOOG $18,000.00 $4,000.00 $1,000.00 LT 12%
Microsoft Corp MSFT $16,000.00 $9,000.00 $8,000.00 LT 10%
Apple, Inc AAPL $37,000.00 $10,000.00 $5,000.00 LT 8%
Capital Market Expectations
Factor Model
Returns & Volatility
Equity CMEs
E(Return)
E(Volatility)
Fixed Income CMEs
Alertnatives CMEs
Correlations
Market
Size
Value
Momentum
Short
Medium
Long
Credit
Gold
Oil
RE
PE/VC
Master Correlations
Equity
FI
Alts
Confidence
Sector Weight
Technology 0.3
Consumer Cyclicals 0.12
Healthcare 0.125
Financials 0.11
Industrials 0.08
Consumer Non-Cyclicals 0.055
Utilities 0.025
Basic Material 0.025
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