Overview Ownership Dividends Div Outlook Cash Flow Concentration Reallocation

Reallocation Model

Sector-Level Reallocation & Income Sensitivity Model — Dircks Family LLC
As of
Marketable Portfolio
—
Current Annual Income
—
Projected Income
—
Zero-Sum Check
—

Current vs Projected Allocation

CURRENT
PROJECTED
How to use this model:
  1. Enter reallocation dollar amounts in the Reallocation $ column (positive = add, negative = reduce)
  2. Amounts must net to zero — move dollars between sectors to maintain total portfolio size
  3. Override projected yields in the Proj. Yield column for sensitivity analysis
  4. Review the projected income impact in the summary cards above

Section 1: Current Allocation & Income

Sector Current MV Weight Current Yield Annual Income Holdings

Section 2: Reallocation Model

✓ Balanced
Sector Current MV Reallocation $ New MV Cur. Yield Proj. Yield Proj. Income Income Δ

Reallocation Waterfall

Section 3: Income Impact Summary

Sector Holdings Detail

Sector Ticker Security Market Value Yield Est. Income

Dircks Family Office · Confidential · Data as of

Dircks Family Office
This report is confidential and prepared for internal use only.