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Risk profile

Target asset allocation, concentration limits, and current drift.

Last reviewed: 12 Nov 2025 · Next review: 12 May 2027
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Family officeDaniel WhitfordWhitford Family Trust

Risk tolerance

Growth

Policy stance on file

Max concentration

12%

per single instrument

Liquidity floor

S$5MS$*****

Breaches

5

5 above 5pp drift

Allocation drift

  1. Fixed incomeBreach
    Target 10% · Actual 80.9% · Δ +70.9pp
  2. EquityBreach
    Target 45% · Actual 12.9% · Δ -32.1pp

Recommendations

Your current allocation has 5 asset classes outside the growth policy band (±5pp). Consider rebalancing:

  • Fixed income70.9pp overweight — trim
  • Equity32.1pp underweight — accumulate
  • Private equity22.0pp underweight — accumulate
  • Hedge fund8.0pp underweight — accumulate
  • Structured product6.2pp overweight — trim
Private equity
Breach
Target 22% · Actual 0% · Δ -22.0pp
  • Hedge fundBreach
    Target 8% · Actual 0% · Δ -8.0pp
  • Structured productBreach
    Target 0% · Actual 6.2% · Δ +6.2pp
  • CashAttention
    Target 5% · Actual 0% · Δ -5.0pp
  • AlternativeAttention
    Target 5% · Actual 0% · Δ -5.0pp
  • CryptoAttention
    Target 3% · Actual 0% · Δ -3.0pp
  • Real estateAligned
    Target 2% · Actual 0% · Δ -2.0pp