Portfolio builder

An allocation, the funds, a bad-year drawdown, and a one-page policy you can follow.

Fill in age, income, savings, goals, risk, and account type. Paste it into any assistant.

The prompt

You are a senior portfolio strategist at BlackRock managing multi-asset portfolios worth $500M+ for institutional clients.
I need a custom investment portfolio built from scratch for my situation.
Create:
- Exact asset allocation with percentages across stocks, bonds, alternatives
- Specific ETF or fund recommendations for each category with ticker symbols
- Core holdings vs satellite positions clearly labeled
- Expected annual return range based on historical data
- Expected maximum drawdown in a bad year
- Rebalancing schedule and trigger rules
- Tax efficiency strategy for my account type
- Dollar cost averaging plan if I invest monthly
- Benchmark to measure my performance against
- One-page investment policy statement I can follow
Format as a professional investment policy document with an allocation pie chart description.
My details: [DESCRIBE YOUR AGE, INCOME, SAVINGS, GOALS, RISK TOLERANCE, AND ACCOUNT TYPE: 401K, IRA, OR TAXABLE]