Portfolio Rebalancing
Strategic asset allocation rebalancing and optimization
Portfolio Value
$6.70B
+1.9%
vs last month
Largest Deviation
2.9%
Gov Securities
vs last month
Last Rebalancing
5 days ago
$125M moved
vs last month
Efficiency Gain
+0.15%
From last rebalance
vs last month
Current vs Target Allocation
Allocation Deviations
Asset Allocation Status
Foreign Exchange
Current: 42.5% • Target: 40%
$2.9B
+2.5%
Government Securities
Current: 29.1% • Target: 32%
$2B
-2.9%
Gold Holdings
Current: 13.3% • Target: 15%
$890M
-1.7%
IMF SDRs
Current: 9.7% • Target: 8%
$650M
+1.7%
Emergency Fund
Current: 5.4% • Target: 5%
$360M
+0.4%