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Icebrg

Your models

Name

Linked

Portfolio analysis

Balanced_USD_01.03.2020

Yes

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Asset allocation

Global technology

Yes

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US High Yield

Yes

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Russia MSCI_05.09.2019

No

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Balanced_USD_01.03.2020

Holding

Identifier

Currency

Add investments

Proportion

Linked portfolios

Client

Portfolio

Portfolio ccy

Value, base ccy

Date applied

Tomas Kane

Discretionary_bal_USD

USD

2,658,214.10

15/03/2020

Kramer SA

Disc_bal_USD

USD

5,685,650.00

18/03/2020

Kate Daimler

D_balanced_USD

USD

745,125.36

05/04/2020

Cash

USD

5%

ALPHABET INC

US251525AN16

USD

6%

Remove

Nutanix Inc

US251525AN16

USD

10%

Remove

SPDR ETF

US1498935391

USD

15%

Remove

Total allocated

36%

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