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Quote of the day
“It is easier to invest for cash flow during a financial crisis. So don't waste a good crisis by hiding your head in the sand. The longer the crisis lasts, the richer some people will become.”
- Robert Kiyosaki
As of 24 Mar 2026
Cash
Cash as a share of investable assets.
Cash is 3.3% of investable assets, below the 5% liquidity floor.
Liquidity mix
Liquid assets as a share of total assets.
Liquid assets (US$425,659) are below liabilities (US$629,022). Build liquid reserves or reduce debt to close the gap.
Currency mix
Base currency exposure versus others.
Base currency exposure is 7.9%, under the 40% balance target.
Debt
Liabilities compared with total assets.
Liabilities are proportionate to your assets. Debt-to-asset ratio 17.5%.
Jurisdiction
Legal exposure across governing jurisdictions.
United Kingdom accounts for 85.5% of your jurisdiction-exposed assets. Political, capital-control, or regulatory changes could affect a large share of your portfolio.
Drawdown
Current decline from portfolio peak value.
Portfolio is at or near its historical peak.
Cashflow balance
Net cashflow after income and expenses.
Net cashflow is US$48,875 after expenses.
Compare your exposure to your allocation goals.
| Asset type | Capital | Current | Status | Target |
|---|---|---|---|---|
| PropertyUS$2.2M | US$2.2M | 59.6% | Overweight | 30.0% |
| EquitiesUS$804k | US$804k | 22.2% | Underweight | 25.0% |
| Private InvestmentUS$214k | US$214k | 5.9% | Overweight | 2.0% |
| CryptoUS$181k | US$181k | 5.0% | Overweight | 2.0% |
| CashUS$118k | US$118k | 3.3% | Underweight | 18.0% |
| OtherUS$88k | US$88k | 2.4% | On target | 2.4% |
| Precious MetalsUS$59k | US$59k | 1.6% | Underweight | 13.0% |
| BondsUS$0 | US$0 | 0.0% | Underweight | 10.0% |