Allocation Ancestry Tree

Every allocation change tells a story. See how your investment strategy has evolved, understand your decision patterns, and learn from your past.

4
Allocation Changes
772
Days Tracked
+19.6%
Total Return
Allocation Evolution
How your strategy has evolved over time

Equities

-5%

60% → 55%

Bonds

-5%

30% → 25%

Alternatives

+10%

10% → 20%

Pattern Detected: You've gradually reduced equity exposure and increased alternatives allocation. This suggests a shift toward diversification and risk management.

Allocation Timeline

Oct 1, 2024
Current
Increased equities post-election clarity
+2.1%
since change
Equities: 55%Bonds: 25%Alternatives: 20%
Jul 15, 2024
Added alternatives for diversification
+3.8%
since change
Equities: 50%Bonds: 30%Alternatives: 20%
Apr 1, 2024
Reduced equity exposure on valuation concerns
+5.2%
since change
Equities: 55%Bonds: 35%Alternatives: 10%
Jan 15, 2024
Initial allocation based on risk assessment
+8.5%
since change
Equities: 60%Bonds: 30%Alternatives: 10%

Learning from Your Past

Your allocation ancestry reveals patterns in your decision-making. By understanding when and why you made changes, you can make more informed decisions in the future. The best investors are students of their own history.