PR
Priya Raghunathan
ActiveOn Trackclient-001 · Joined March 2022 · Managed by Marcus Aldridge
Risk ProfileModerate
Tax StatusJoint Filing
Account TypeTaxable + IRA
Next ReviewJul 15, 2026
Total AUM
$3.24M
+$184K this year
YTD Return
+12.8%
+1.4% vs benchmark
Sharpe Ratio
1.42
Benchmark: 0.98
Net Worth
$5.1M
Incl. real estate
Portfolio Statistics
Sharpe Ratio
1.42
Risk-adjusted return
Beta
0.87
vs S&P 500
Alpha (YTD)
+1.4%
vs 60/40 benchmark
Max Drawdown
-4.2%
YTD 2026
Volatility (Ann.)
9.8%
30-day realized
Portfolio Drift
+2.1%
from IPS target
Dividend Yield
2.3%
Trailing 12 months
Expense Ratio
0.18%
Weighted avg
Turnover (YTD)
14.2%
Portfolio turnover
Rebalancing Needed
US Equities are 2.1% overweight. Consider trimming to restore target allocation.
SELL
AAPL$28,400
Reduce US Equity weight
SELL
NVDA$19,200
Reduce tech concentration
BUY
BND$47,600
Increase Fixed Income
IPS Compliance
Asset allocation within bounds
No restricted securities
ESG screen applied
Equity drift within ±5%+2.1% drift
Liquidity reserve maintained