JUN26 Alloc% (Prelim)

JUN26 Alloc% (Prelim) / Property Alloc

// Prelim JUN26 Notes //

Without focusing on nominal dollar movements, Super has remained steady at roughly 30%, which is right where it should be. Meanwhile, the increase in Property effectively offset the reduction in PPM, keeping the PPM‑to‑Property position stable at about 56%.

Managed to push up our Cash Sav to about 50K, so now at about 4%. Goal is to keep it around 7.5%-to-10%. 93K-to-125K for next year.

Target of 18.2K at 4.5% cash interest supports about 405K in capital: 18.2K/4.5%. After allocating 100K to EFI and 55K to KFI‑BInvT, that leaves a 250K target for Cash Sav.