Sarah Chen is preparing the Whitmore household's September 30, 2025 rebalancing review for Meridian Harbor…
Sarah Chen is preparing the Whitmore household's September 30, 2025 rebalancing review for Meridian Harbor…: a task in MiMo-V2.6-RL-harbor-general: MiMo-V2.6-RL General (Harbor) (Harbor dataset). Review workspace/02 Analysis and Recommendations/Whitmore Portfolio Resilience and Drawdown…
The task
Review `workspace/02_Analysis_and_Recommendations/Whitmore_Portfolio_Resilience_and_Drawdown_Attribution.xlsx` and `workspace/02_Analysis_and_Recommendations/Whitmore_Target_Allocation_Rebalancing_Trades_2025-09-30.xlsx`. Reconcile the current values for the four VASGX-aligned strategic sleeves to the cent-reconciled…
Part of FineEnvs/MiMo-V2.6-RL-harbor-general.