Retirement Income — Income & Growth

IncomeIncome Models

50% Equity / 43% Fixed Income · Hybrid implementation · Last reviewed 2026-01-13

ActiveConstruction v20Jan 2016 – Jul 2026Benchmark: Diversified Income Composite

AI insights

Generate a briefing on positioning, performance, and risk for Retirement Income — Income & Growth.

Implemented AUM

$21.4M

Across this model

Books & households

Live implementations

Avg. drift

2.5%

Off target equity weight

Next rebalance

Aug 12

Q3 window

Cross-book implementation health for this model

Rebalance dueLast rebalance 2026-07-14 · Next window 2026-08-12

Where this model is implemented

Account	AUM	Custodian	Drift	Status
Nguyen Profit-Share Rebalanced 2026-02-12	$3.3M	LPL	2.4%	Rebalance due
Reyes IRA Rebalanced 2026-03-18	$2.4M	Raymond James	1.6%	On track
Okafor Retirement Rebalanced 2026-01-10	$4.1M	Fidelity	3.8%	Drift detected
Reyes IRA Rebalanced 2026-06-18	$4.2M	Raymond James	3.1%	Drift detected
Whitmore Household Rebalanced 2026-02-13	$7.4M	Raymond James	1.5%	On track

Custodian and rebalance status are illustrative.

Recent and scheduled rebalance activity

Quarterly rebalance
2026-07-14
US Large-Cap Growth, Core Bond
$2.6M notionalExecuted
Tactical tilt
2026-04-09
International Core Equity
$1.3M notionalExecuted
Q3 rebalance (scheduled)
2026-08-12
Pending sleeve review
$2.1M notionalScheduled

Automated updates flow from the model construction version.

Automated updates keep books in sync with model construction changes

Auto-sync

Enabled

Construction v-current pushes on next rebalance

Custodians connected

Across this model's books

Implementation status

Rebalance due

Roll-up across books

Prototype — connected custodian feeds are illustrative.