Sort assets by portfolio role, not product label
Classify common asset exposures by the job they are expected to perform in a portfolio.
Place each exposure in the portfolio role it most directly serves. Growth engine Stabilizer Inflation hedge Liquidity reserve Global equity index fund used for long-term appreciation Illiquid private equity fund with high growth sensitivity Short Treasury fund assigned to next year's withdrawals FDIC cash sweep for quarterly tax payments and fees Intermediate high-quality bond fund used to dampen equity drawdowns Liquid trend-following strategy expected to diversify crisis periods Treasury Inflation-Protected Securities for real purchasing-power protection Broad commodities sleeve tied to unexpected inflation pressure
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