Reports & fact sheets. Read on the page or download as a deliverable.

Standalone research deliverables — quarterly portfolio reviews, themed allocation frameworks, and Morningstar-style fact sheets you can share with a CPA or fellow trustee. Each report is built from the same daily-baked market data the model portfolios use.

▶ Interactive Simulation

Taiwan Crisis: Market Simulation →

Tap through three scenarios — blockade, limited conflict, full invasion with U.S. involvement — and watch how the indices, safe havens, and every sector would react. Hypothetical, educational.

Quarterly Review

Q1 2026 Portfolio Report →

Closing positions, performance vs. benchmark, sector rotation calls, and the rebalance roadmap for Q2.

Annual Themes

50 Best Stocks of 2026 →

The desk's high-conviction list for the year — by sector, by market cap, with thesis paragraphs and risk markers.

Tail-Risk Allocation

Recession Portfolio 2026 →

A defensive playbook: which sectors hold up, which to underweight, and how to source liquidity if conditions deteriorate.

Income Planning

Dividend Scenarios v2 →

Three side-by-side scenarios for converting a portfolio to a sustainable income stream — yield ladders, payout protection, tax-aware sequencing.

Per-Model Fact Sheet

Morningstar-Style Fact Sheet →

Generate a single-model fact sheet — top holdings, sector breakdown, trailing returns vs. benchmark, expense ratio, capacity. Built from the live market-data bake.

Tax Reference

2026 Tax Guide →

Brackets, contribution limits, RMD rules, and the year's planning calendar — the reference desk uses for every review.

Want a custom report for your situation?

Fact sheets are personalized in client reviews — pulled against your account size, time horizon, tax bracket, and benchmark of choice. Schedule a 15-minute consult to see what your version looks like.

Schedule a review

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