Fin Dashboard (Prelim)(JUN26)(v2)

Updated as of 21-JUN-26

Fin Dashboard (Prelim)(JUN26)-v2 [Version 2]

Reference to v1 [Link to previous post]

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Global ETF Allocation (Comparison) / Global ETF Allocation (Tar%)

Global ETF Allocation (Country %) / Global ETF Allocation (Region %)

Managed to complete the bottom right pane on our Power BI Dashboard. Initially we’ve decided to use our ETF Allocations for Tar% and Region% as a dual layer donut chart, but based on AI response mentioned that Power BI Desktop latest updates changed their interface and either made some of their features hidden or removed them completely. Overlapping the two donut charts didn’t work either. Another alternative we tried was to use alter using DAX coding, but AI mentioned we couldn’t alter the Power BI features, and only the content, so we scrapped the donut chart.

An alternative solution was we decided to separate the Tar% and Region% as two independent series instead of one series consolidated table as the built-in features couldn’t separate the ETFs and Region labels. As for the data, Tar% represents our allocations for those specific ETFs, and Region% is the AI calculation based on our set Tar% for our ETFs. On the backend calculation, AI first used the ETF Country% allocation, then calculated each ETF Country% multiply by Tar%, then consolidated by Country%. After that, we told AI to focus on 5 core regions to keep things simplified, then AI consolidated their calculations. AI hasn’t successfully managed to source the data factsheet from the Vanguard ETFs, so we factchecked the data ourselves sourcing through Google search AI mode based on current data. We only filtered on Top 3 countries % as AI tends to hallucinate in more information than needed for our purpose. We’ve saved our source data on the above post. If we decide to change our ETF Tar%, AI will update and reflect the latest results into the Region% table. For presentation purposes, we won’t be embedding the % in the Region% chart due to cluttering our chart.

Once we managed to figure out the renaming of labels on both tables, we decided to have fun with the colors for all of our tables. Asset Category focuses on the colors’ we like for presentation purposes. No other reason. For ETF%, we used the hex colors matching the Australian flag colors. Blue and Red seems better on the rows and white for line edges. For the headers, looked weird weird blue and red background colors, so we use white background color and blue text. As for Region%, we matched the hex colors based on the Regional flag colors. Asia is ASEAN, so we used yellow; Europe is Flag of Europe (didn’t know there was one until now), so we used blue; Emerging Markets closest one is European Union Flag so we used gold; US and AU we couldn’t use the same colors, so we used red for US and AU blue of course.

As we finalize our JUN26 financials, we would also need to do some reallocations of our Funds within our Super and taxable account and possibly reallocate our Cash Sav based on our liquidity position. We’ll reassess our current equities, remove the outliers, reallocate and capitalize our gains and losses for the fiscal year, and assess and calculate the DCAs for our ETFs allocations.