Portfolio Allocation Tool

LinkPath AI · 9-sleeve library · Deterministic model output by risk profile, tax type, and account size

Client Inputs

$

AI Super Cycle Implementation

Sleeve Allocation

Sleeve Weight $ Amount

Composition Visualization

Portfolio Categories

Stress Test Scenarios

Portfolio impact under historical and hypothetical scenarios. Historical scenarios use actual sleeve component returns during the referenced period. Hypothetical scenarios use directional estimates calibrated to historical analogs. AI Super Cycle returns reflect the tier auto-selected by account size. Directional guidance for client conversation, not point forecasts.

Methodology note: Stress test returns are cumulative peak-to-trough or full-period returns depending on scenario. Recovery timing and path not modeled. Assumes rebalancing does not occur during stress period. Actual results will differ based on entry point, sleeve implementation, and market conditions.
Tier 1: Premium (30-Stock Direct Hold) $250K+
Highest conviction, best-in-class implementation
Vehicle: 30 individual stocks
Ideal for: SMA-eligible accounts, tax-loss harvesting friendly
Trade-off: Higher operational complexity, but highest thesis alignment
Rebalance cost: Up to 30 trades per rebalance
Tier 2: Focused (12-Stock Concentrated) $100K-$250K
Highest conviction names only
Vehicle: ~12 individual stocks (top conviction)
Names: NVDA, AVGO, TSM, MSFT, GOOGL, META, ORCL, PLTR, VST, CEG, EQIX, ANET
Trade-off: Higher concentration risk, similar upside
Rebalance cost: Up to 12 trades per rebalance
Tier 3: ETF Basket Under $100K
Diversified thematic exposure via ETFs
Vehicle: 5 ETFs (SMH 30 / XLK 20 / AIQ 20 / GRID 15 / DTCR 15)
Ideal for: Simpler operations, lower dollar amounts
Trade-off: Sector-average returns, no individual stock alpha
Rebalance cost: 5 trades per rebalance

Portfolio Impact by AI Tier

Same portfolio, same scenarios — only the AI Super Cycle implementation differs. Shows how the chosen tier affects total portfolio return under each scenario. Best return per scenario highlighted in green.

Scenario Tier 1 (30-Stock) Tier 2 (12-Stock) Tier 3 (ETF)
Key takeaway: The ETF basket (Tier 3) has lower upside in the base case (~4% less) but is meaningfully less punishing in AI-specific stress scenarios (~15% better in AI bubble). For clients where the AI thesis is a "flavor add" rather than core conviction, Tier 3 may be the right choice regardless of account size.
Notes: This tool outputs the standard model based on the LinkPath AI 9-sleeve library. AI Super Cycle implementation tier auto-selects by account size ($250K+ = 30-stock, $100K-$250K = 12-stock, Under $100K = ETF basket). Always document rationale for any deviation from the standard model output.