This view breaks down the "recipe" for each of the three tranches. Each card shows the specific ETFs, their percentage allocation *within* that tranche, and the exact dollar amount.
Tranche 1: Defensive & Bonds ($225.00)
| ETF | % | $ Amount |
|---|---|---|
| TLT | 80% | $180.00 |
| XLU | 10% | $22.50 |
| XLP | 10% | $22.50 |
Tranche 2: Equity Allocation ($225.00)
| Stock/ETF | % | $ Amount |
|---|---|---|
| BRK-B | 33.33% | $75.00 |
| MKL | 33.33% | $75.00 |
| BN | 33.34% | $75.00 |
Tranche 3: Dividend Equities ($50.00)
| ETF | % | $ Amount |
|---|---|---|
| VPU | 90% | $45.00 |
| VCIT | 10% | $5.00 |
This view synthesizes all three tranches into one consolidated portfolio. The chart and table show the true allocation of each asset as a percentage of your total $500 investment.
Complete Portfolio Allocation ($500)
| Stock/ETF | Description | Total % | $ Amount |
|---|