What-If Scenarios

Test custom allocation changes, stress-test macro assumptions, and compare portfolio outcomes.

Base: Balanced Growth

Expected Return

5.1%

Base: 5.1%

Portfolio Vol

—

Base: —

Sharpe Ratio

—

Base: —

Delta from base model

U.S. Large Cap25.1%

U.S. Mid Cap5.5%

U.S. Small Cap2.1%

Developed Intl - Large Cap6.8%

Emerging Markets3.0%

Taxable Fixed Income28.9%

Tax Exempt Fixed Income2.0%

High Yield1.5%

EM Fixed Income2.4%

L/S Hedge7.3%

Absolute Return3.0%

Private Equity12.4%

Commodities0.0%

Cash0.0%

Base vs scenario

All models + scenario (risk vs return)

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