Household view
One page for the whole household: every account by type, the model it follows, and how far each holding has drifted from that model. Everything here is invented.
Hartwell household
Pre-retirement, two earners · Advisor A. Rowan · Profile reviewed 5 months ago
Household value
$1,170,000
4 accounts
Accounts outside band
4 of 4
band is 3 points
Largest drift
9.5 pts
any account, any asset
Profile
Current
Profile reviewed 5 months ago
Household allocation against combined model
The combined model is each account’s own model, weighted by that account’s value.
Actual
Combined model
- Cash
- Fixed income
- Domestic equity
- Global equity
- Real assets
Accounts
| Account | Type | Model | Value | Max drift |
|---|---|---|---|---|
| Retirement accountH-01 · Marion | Tax-deferred retirement | Balanced | $412,000 | 6.4 pts (outside band) |
| Retirement accountH-02 · Peter | Tax-deferred retirement | Balanced | $388,000 | 6.7 pts (outside band) |
| Tax-free accountH-03 · Marion | Tax-free growth | Growth | $96,000 | 5.6 pts (outside band) |
| Joint investment accountH-04 · Joint | Taxable (joint) | Balanced | $274,000 | 9.5 pts (outside band) |
Drift map
Percentage points above (+) or below (-) the account’s model. Select a cell for the amounts behind it.
| Account | Cash | Fixed | Dom. eq. | Glob. eq. | Real |
|---|---|---|---|---|---|
| H-01 | |||||
| H-02 | |||||
| H-03 | |||||
| H-04 |
No cell selected.
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