{"id":4983,"date":"2025-10-16T20:58:56","date_gmt":"2025-10-16T20:58:56","guid":{"rendered":"https:\/\/www.loweprofile.com\/investing101\/?p=4983"},"modified":"2026-02-14T15:39:10","modified_gmt":"2026-02-14T21:39:10","slug":"family-ytd","status":"publish","type":"post","link":"https:\/\/www.loweprofile.com\/investing101\/family-ytd\/","title":{"rendered":"Family Portfolio&#8217;s"},"content":{"rendered":"\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color wp-elements-bfdec5cbc19f502b76e899b377775665 wp-block-paragraph\" style=\"font-size:18px\">Grace &amp; Parker&#8217;s, (Prime &amp; Roth) and my Roth portfolios exact asset allocations are displayed here. The allocations exclude cash in the accounts to be accurate. The allocation listed by your broker will generate your allocations with cash and money markets included, which is not accurate for portfolio architecture. <\/p>\n\n\n\n<p class=\"has-text-align-left has-black-color has-text-color has-link-color wp-elements-42705461c5494894955f0de7e16b9720 wp-block-paragraph\" style=\"font-size:16px\">**The suffix &#8220;r&#8221; = ROTH and &#8220;p&#8221; = Prime on the models below.<\/p>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size wp-block-paragraph\">1 Year<\/p>\n\n\n\n<p><\/p>\n<div style=\"display: flex; justify-content: center;\"><iframe loading=\"lazy\" style=\"border: 2px solid #c0c0c0; background: transparent;\" src=\"https:\/\/docs.google.com\/spreadsheets\/d\/1pNmCvX0YD-WPRZpW8bJpVdTHUJ_Afn7aEdTePBLv_No\/htmlembed?gid=1011106745&amp;range=B2:I18&amp;single=true&amp;widget=false&amp;chrome=false&amp;headers=false\" width=\"1025\" height=\"358\" frameborder=\"0\" scrolling=\"no\"><\/iframe><\/div>\n<p><\/p>\n\n\n\n<div style=\"display: flex; justify-content: center;\">\n  <figure class=\"wp-block-embedpress-google-sheets-block ose-google-docs-spreadsheets\" style=\"margin: 0;\">\n    <iframe loading=\"lazy\" src=\"https:\/\/docs.google.com\/spreadsheets\/d\/e\/2PACX-1vToYEL7-YIB6TQrsqxqmwNU7J7-SQOCnS0eGB7swsKNsLl8kEBi8a2yxem5RQ69GUJ0a7zFLYCTbz0s\/pubchart?oid=77858717&amp;format=interactive&amp;headers=false\" frameborder=\"0\" width=\"1073\" height=\"538\" allowfullscreen=\"\" mozallowfullscreen=\"true\" webkitallowfullscreen=\"true\" style=\"display:block;\">\n    <\/iframe>\n  <\/figure>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size wp-block-paragraph\">6 Months<\/p>\n\n\n\n<p><\/p>\n<div style=\"display: flex; justify-content: center;\"><iframe loading=\"lazy\" style=\"border: 2px solid #c0c0c0; background: transparent;\" src=\"https:\/\/docs.google.com\/spreadsheets\/d\/1WQtIOPqs1QWPWFWaqSa54pJm9JIHmKEUNyYZw_K33bI\/htmlembed?gid=1011106745&amp;range=B2:I18&amp;single=true&amp;widget=false&amp;chrome=false&amp;headers=false\" width=\"1025\" height=\"358\" frameborder=\"0\" scrolling=\"no\"><\/iframe><\/div>\n<p><\/p>\n\n\n\n<div style=\"display: flex; justify-content: center;\">\n  <figure class=\"wp-block-embedpress-google-sheets-block ose-google-docs-spreadsheets\" style=\"margin: 0;\">\n    <iframe loading=\"lazy\" src=\"https:\/\/docs.google.com\/spreadsheets\/d\/e\/2PACX-1vRWwCAG0SWqiJ7mYHLCIaU03Sfa6a_dDMiXWBTIGPM6100gpIRwgY_KxnA1yj04fCHZNpWqSy-mzQN7\/pubchart?oid=738096291&amp;format=interactive&amp;headers=false\" frameborder=\"0\" width=\"1073\" height=\"538\" allowfullscreen=\"\" mozallowfullscreen=\"true\" webkitallowfullscreen=\"true\" style=\"display:block;\">\n    <\/iframe>\n  <\/figure>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size wp-block-paragraph\">3 Months<\/p>\n\n\n\n<p><\/p>\n<div style=\"display: flex; justify-content: center;\"><iframe loading=\"lazy\" style=\"border: 2px solid #c0c0c0; background: transparent;\" src=\"https:\/\/docs.google.com\/spreadsheets\/d\/184Lt1Cj7xFANQcOm9dBOS1WCWn-KHaX0U9Mx5oYvIMg\/htmlembed?gid=1011106745&amp;range=B2:I18&amp;single=true&amp;widget=false&amp;chrome=false&amp;headers=false\" width=\"1025\" height=\"358\" frameborder=\"0\" scrolling=\"no\"><\/iframe><\/div>\n<p><\/p>\n\n\n\n<div style=\"display: flex; justify-content: center;\">\n  <figure class=\"wp-block-embedpress-google-sheets-block ose-google-docs-spreadsheets\" style=\"margin: 0;\">\n    <iframe loading=\"lazy\" src=\"https:\/\/docs.google.com\/spreadsheets\/d\/e\/2PACX-1vQF05c8rvTKYIK0WYMyVLQqlj85BQ-WxYPYl62RobDMg_KVPNrTxqKtKtsXiohIFZQS6a5YA5D8u5ml\/pubchart?oid=1778263366&amp;format=interactive&amp;headers=false\" frameborder=\"0\" width=\"1073\" height=\"538\" allowfullscreen=\"\" mozallowfullscreen=\"true\" webkitallowfullscreen=\"true\" style=\"display:block;\">\n    <\/iframe>\n  <\/figure>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size wp-block-paragraph\">Year to Date<\/p>\n\n\n\n<p><\/p>\n<div style=\"display: flex; justify-content: center;\"><iframe loading=\"lazy\" style=\"border: 2px solid #c0c0c0; background: transparent;\" src=\"https:\/\/docs.google.com\/spreadsheets\/d\/1cLsi5oPJnYXsoVPOWXiOEegXIsUc--WH3i9HVxrN_Jg\/htmlembed?gid=1011106745&amp;range=B2:I18&amp;single=true&amp;widget=false&amp;chrome=false&amp;headers=false\" width=\"1025\" height=\"358\" frameborder=\"0\" scrolling=\"no\"><\/iframe><\/div>\n<p><\/p>\n\n\n\n<div style=\"display: flex; justify-content: center;\">\n  <figure class=\"wp-block-embedpress-google-sheets-block ose-google-docs-spreadsheets\" style=\"margin: 0;\">\n    <iframe loading=\"lazy\" src=\"https:\/\/docs.google.com\/spreadsheets\/d\/e\/2PACX-1vSfGwz-qBsgfjM-HqwDh55RrpKnaNpzPCg77pbMV9jDT00Q_3KiYHgQmzL7oochbdN7FPMvxzXvfyOi\/pubchart?oid=1778263366&amp;format=interactive&amp;headers=false\" frameborder=\"0\" width=\"1073\" height=\"538\" allowfullscreen=\"\" mozallowfullscreen=\"true\" webkitallowfullscreen=\"true\" style=\"display:block;\">\n    <\/iframe>\n  <\/figure>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Grace &amp; Parker&#8217;s, (Prime &amp; Roth) and my Roth portfolios exact asset allocations are displayed here. The allocations exclude cash in the accounts to be accurate. The allocation listed by your broker will generate your allocations with cash and money markets included, which is not accurate for portfolio architecture. **The suffix &#8220;r&#8221; = ROTH and&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_crdt_document":"","footnotes":""},"categories":[22],"tags":[],"class_list":["post-4983","post","type-post","status-publish","format-standard","hentry","category-research"],"_links":{"self":[{"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/posts\/4983","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/comments?post=4983"}],"version-history":[{"count":29,"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/posts\/4983\/revisions"}],"predecessor-version":[{"id":5609,"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/posts\/4983\/revisions\/5609"}],"wp:attachment":[{"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/media?parent=4983"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/categories?post=4983"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.loweprofile.com\/investing101\/wp-json\/wp\/v2\/tags?post=4983"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}