Limited Pilot · Applications Open Allocation Tool · Portfolio Construction

Deterministic portfolios. Built for the account in front of you.

Risk profile, tax treatment, and account size resolve to one specific model portfolio — every time, with the same inputs. Nine purpose-built sleeves, fifteen allocation configurations, eight stress scenarios, and three implementation tiers.

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Product tour

What the advisor actually sees.

The Allocation Tool is available to pilot participants. These are real screens from the current build — the allocation output, the stress test panel, and the implementation tier comparison.

Allocation view showing sleeve mix, AI Super Cycle tier, and blended yield for a Moderate, Qualified, $500K account 01 · Allocation view Allocation view showing sleeve mix, AI Super Cycle tier, and blended yield for a Moderate/Qualified/$500K account. Stress test scenarios with historical drawdowns and recovery timing 02 · Stress testing Stress test scenarios with real historical drawdowns and recovery timing — including 2022 Rate Shock, 2020 COVID Crash, and 2008 GFC. Comparison of three AI Super Cycle implementation tiers across eight stress scenarios 03 · Tier comparison Compare all three AI Super Cycle implementations (30-stock direct, 12-stock focused, ETF basket) across all 8 stress scenarios.
How it works

Three inputs. One resolved model.

There is no optimizer to babysit and no black box to explain away. The advisor supplies three facts about the account and the tool resolves a specific, reproducible allocation with an implementation path attached.

Risk × Tax × Account size

Five risk profiles crossed with three tax types produce fifteen allocation configurations. Account size then selects the implementation tier — the same target allocation is expressed differently in a $60,000 IRA than in a $1.2M taxable household. Nothing is interpolated, guessed, or model-generated: each of the fifteen configurations is authored, reviewed, and versioned.

5 Risk Profiles × 3 Tax Types 15 authored allocation configurations
1

Select the risk profile

Five profiles span conservative through aggressive. The profile sets the growth-to-ballast ratio and the ceiling on thematic sleeve exposure.

2

Set the tax treatment

Taxable, tax-deferred, and tax-free registrations route income exposure to the appropriate sleeve — Core Taxable Income versus Core Tax Free Income — instead of leaving after-tax placement to chance.

3

Enter the account size

Account size selects the AI Super Cycle implementation tier: a 30-stock direct sleeve, a 12-stock focused sleeve, or a five-ETF basket for smaller accounts.

4

Review and stress test

The resolved allocation runs against eight scenarios so the conversation moves from "what do you think markets will do" to "here is how this behaves if they don't cooperate."

The sleeve library

Nine sleeves. Each one has a job.

Every sleeve exists to do something specific in the portfolio. Nothing is included because it fills a style box, and nothing is included twice under a different label.

Thematic Growth

AI Super Cycle

Concentrated exposure to the compute, semiconductor, power, and data-infrastructure chain behind the AI build-out. Implemented in three tiers by account size so the concentration is deliberate rather than accidental.

Core Beta

Global Equity Core

The low-cost, broadly diversified equity backbone of every profile. Holds the portfolio's baseline market exposure so the thematic sleeves can be sized honestly against it.

Thematic Growth

Global Defense & Innovation

Defense primes, aerospace, cybersecurity, and dual-use industrial technology. A structurally funded, policy-driven spending cycle with return drivers largely independent of the consumer economy.

Thematic Growth

Demographic Aging

Healthcare delivery, medical devices, pharmaceuticals, and the services layer around an aging population. A slow, high-visibility demand curve that rarely reprices on a single quarter.

Diversifying Ballast

Macro Hedge

The sleeve designed to behave differently when equities break. Sized to matter in a drawdown without dragging the portfolio through long stretches of normal markets.

Real Assets

Real Assets

Real estate, infrastructure, commodities, and energy exposure. Carries the portfolio's inflation-sensitive weight and diversifies away from purely financial cash flows.

Income

Equity Income

Dividend-paying equities with durable payout coverage. Provides cash flow while retaining equity participation for households that still need growth alongside distributions.

Income

Core Taxable Income

The fixed income allocation for taxable-registration and tax-deferred dollars, where taxable yield is the efficient choice. Duration and credit posture are set at the profile level.

Income

Core Tax Free Income

The municipal counterpart, routed automatically when the registration and tax treatment make tax-exempt yield the better after-tax outcome. Same role in the portfolio, different tax wrapper.

Implementation tiers

Three ways to own the AI Super Cycle.

A thirty-position direct sleeve is right for one household and unmanageable for another. The tool selects the implementation by account size so the thesis stays constant while the mechanics stay practical.

$250K+

30-Stock Direct

Direct ownership of thirty individual positions across the full compute, semiconductor, power, and infrastructure chain. Supports tax-loss harvesting at the position level and full transparency into every name.

  • Widest thesis coverage
  • Position-level tax management
  • Highest trading and oversight load
$100K – $250K

12-Stock Focused

A concentrated twelve-position expression of the same thesis. Keeps position sizes meaningful and the trade blotter manageable at mid-size account levels without dropping to a pure fund wrapper.

  • Meaningful position sizing
  • Retains direct ownership
  • Higher single-name sensitivity
Under $100K

ETF Basket

A five-fund basket delivering the same exposure map at small account sizes, with no odd-lot problems and no unmanageable position count.

SMH30%
XLK20%
AIQ20%
GRID15%
DTCR15%
Stress testing

Eight scenarios, run on the actual allocation.

Not a generic risk score and not a forecast. Each scenario applies a defined set of factor shocks to the resolved sleeve weights so the client sees how this portfolio — not a representative one — behaves under stress.

01

Base Case

Reference path with no shock applied. The comparison point for everything else.

02

Persistent Inflation

Inflation stays elevated well beyond consensus. Tests real-asset weight and duration exposure.

03

2022 Rate Shock

Rapid repricing of rates with stocks and bonds falling together. Tests the ballast assumption directly.

04

Stagflation

Weak growth alongside sticky prices. The hardest environment for a conventional balanced portfolio.

05

AI Bubble

A sharp de-rating of AI-linked equities. Sizes the cost of the thematic sleeve when the thesis breaks.

06

COVID Crash

A fast, deep, liquidity-driven drawdown with an equally fast recovery. Tests behavior and rebalancing discipline.

07

Deflation

Falling prices and falling nominal growth. Rewards duration and punishes commodity-linked exposure.

08

2008 GFC

A prolonged credit-driven equity collapse with correlations converging toward one.

Access

Currently in advisor pilot

LinkPath is running a founding-cohort pilot with select advisors. Pilot participants receive early access, direct input into product roadmap, and preferred pricing at general release.

  • Early access to the Allocation Tool build
  • Direct input into the product roadmap
  • Preferred pricing at general release
  • Software licensed to financial advisors
Request Pilot Access →
Founding cohort

Apply for the advisor pilot.

Tell us about your practice and we will walk you through the resolved model, the sleeve library, and the stress test output on a screen-share. Pilot spots are limited.

Apply for Pilot Program → Request a walkthrough