Welcome back, E. David
Your portfolio overview & dashboard
Last updated: Jan 20, 2026
Total Portfolio Value
$10,000,000
+8.7% YTD
Total Distributions
$485,000
+15.2% vs 2024
Active Investments
4
Across 3 strategies
Pending Documents
2
Review now
Portfolio Allocation
Bitcoin Treasury
45% allocation
$4,500,000
+12.4%
RWA Fund I
30% allocation
$3,000,000
+8.2%
Infrastructure LP
15% allocation
$1,500,000
+3.1%
Strategic Reserve
10% allocation
$1,000,000
-0.5%
Recent Activity
Q4 2025 Distribution - RWA Fund I
Jan 15, 2026
+$125,000
Annual Report 2025 Available
Jan 10, 2026
Portfolio Rebalancing Complete
Jan 5, 2026
Q4 2025 Distribution - Infrastructure LP
Dec 31, 2025
+$45,000
Ready to expand your portfolio?
New investment opportunities are available for qualified partners.