Asset Allocation Framework

High-level presentation of the Erler Ventures investment philosophy and target allocation.

Live

After GitHub Pages activation, available at: https://chris1928a.github.io/asset-allocation/

Contents

Seven slides:

1. Cover
2. Investment Philosophy (four principles)
3. Performance Target above the S&P 500
4. Strategic Allocation (four buckets, ranges in percent)
5. Quality Equities (six clusters, four regions)
6. Real Assets, Alternative Income, Liquidity
7. Risk Discipline and Closing

Kept deliberately at the high level. No individual positions, no amounts, no addresses. Suitable for external counterparts.

Controls

• Left and right arrow keys to navigate
• Spacebar or Page Down to advance
• F for fullscreen
• Touch swipe on mobile

Stack

Plain HTML, inline CSS, inline JS. Inter via Google Fonts CDN. No build tools. Single-file deck, copy-and-share friendly.

Contact

Chris Erler, Erler Ventures chris@erlerventures.org https://calendly.com/chris-gdvo/30min