Net Worth Evolution WEEKLY EQUITY CURVE
Multi-year asset trajectory vs. cumulative invested capital and S&P 500 DCA benchmark.
Real Purchasing Power & Debasement Hedge FISHER DEFLATED
Evaluates exact real returns deflated by macroeconomic debasement metrics (M2 money supply, Fed assets, CPI, or Gold).
Asset Allocation Breakdown
Current vs TargetTarget Deviations & Rebalance Delta
| Asset Class | Cost ($) | Value ($) | ROI (%) | Current % | Target % | Deviation | Rebalance ($) |
|---|---|---|---|---|---|---|---|
| Static |
Equity Self-Regulation & Macro Guardrails 80/20 THESIS
Anchors equity in self-regulating, darwinian cap-weighted indices (Target: ≥80% Core) to eliminate single-stock wipeout risk.
VOO, SPY, VT) or Dry Powder.
Hedging Mandate: Spot BTC and physical Gold serve as sovereign debasement anchors without protocol or counterparty risk.
Objective Triggers for Dry Powder Deployment (Phase 1 Liquidity Shocks)
• S&P 500 correction: -15% to -20% from 52w highs.
• OR Volatility spike: VIX > 30.
Initial deployment into broad market Core ETFs (VOO/SPY).
• S&P 500 capitulation: > -25% drawdown.
• OR Acute panic: VIX > 40.
Deep liquidity dislocation buy in Core Equity & Hard Money.
• Fed Balance Sheet (WALCL) or M2 turns positive in 4w RoC.
• Emergency liquidity injections / rate cuts signaled.
Monetary Capitulation confirmed: complete redeployment into scarce and productive assets.
Smart Capital Rebalancer ALGORITHMIC
Compute exact capital injection across underweight investable classes (Crypto, Stocks, Bonds).
| Asset | Class | Custodian | Qty | Avg Cost | Price | Value | P&L ($) | ROI (%) | Edit |
|---|---|---|---|---|---|---|---|---|---|
| No holdings matching the current filter criteria. | |||||||||
| Date | Type | Asset | Custodian | Quantity | Price ($) | Total USD | SPY DCA | Action |
|---|---|---|---|---|---|---|---|---|
| - | ||||||||
| No transactions found for the selected criteria. | ||||||||