investcloud
LW

Good morning Laura

Total market value
$20,423,421.33
YTD performance
+$3,839,102+23.14%
Available cash
$574,931.33

Accounts Summary

  • Whitfield Family Trust
    Managed - Balanced Growth · •••• 4471
    $8,421,344
    +2.14%
  • Joint Brokerage
    Self-directed · •••• 8820
    $4,210,901
    -0.86%
  • Roth IRA
    Retirement - Target 2041 · •••• 1092
    $1,988,220
    +1.32%
  • 529 College Savings
    Education - Age based · •••• 7731
    $742,012
    +0.47%
  • Private Markets Sleeve
    Alternatives · •••• 5560
    $3,486,012
    +4.02%
  • Cash Management
    High yield sweep · •••• 3318
    $574,931
    +0.09%
Wall Street street sign outside the New York Stock Exchange

Bullish stock market forecasts for 2026

Strategists lift year-end targets as inflation cools and the rate-cut path firms up. Here is what it means for your allocation.

Rates

Futures now price two cuts by December, easing pressure on long-duration bonds in your fixed income sleeve.

Equities

Breadth is widening beyond mega-cap tech - mid-cap industrials led last week's advance.

Activity Timeline

  • Portfolio Review Call Ended2h ago

    Recap and next steps are available in Documents

  • New Allocation ProposalYesterday

    Advisor proposed a 3% shift to short-duration credit

  • Rebalance Alert Triggered2d ago

    Equities drifted 4.1% above target band

  • Q2 Statement Available5d ago

    Whitfield Family Trust - June 2026

  • Capital Call Funded1w ago

    Meridian Private Credit IV - $250,000

  • Dividend Received1w ago

    $18,442.10 credited to Cash Management

Asset Allocation

  • Equities52%
  • Fixed Income21%
  • Alternatives14%
  • Real Assets8%
  • Cash5%

Learn with the assistant

My Team

  • Ana Delgado
    Managing Advisor
    +1 212 555 0114
    ana.delgado@investcloud.com
  • Marcus Reed
    Portfolio Strategist
    +1 212 555 0192
    marcus.reed@investcloud.com
  • Priya Nair
    Client Service
    +1 917 555 0170
    priya.nair@investcloud.com