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Knowledge/projects/smsf/allocation-proposal.md
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2026-05-05 09:40:28 +10:00

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SMSF Allocation Proposal

Current draft allocation

Assuming total available = 232,487:

Allocation Region / Bucket Amount % of Total
BTC Crypto 150,000 64.5%
NDQ AU stocks 25,000 10.8%
GOOGL US stocks 10,000 4.3%
MSFT US stocks 10,000 4.3%
TSLA US stocks 5,000 2.2%
Remaining unallocated Cash / unallocated 32,497 14.0%

Mentioned but no dollar amount assigned

  • Anthropic
  • OpenAI
  • SpaceX

Totals

  • Allocated: 199,513
  • Unallocated: 32,497
  • Total: 232,487

Notes

  • This is a draft proposal/reference table, not an executed portfolio state.
  • Use this alongside smsf-us-stocks-tracker.xlsx and the Nextcloud SMSF note Allocations.