Epstein File EFTA02461035: Asset (DS11)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA02461035: Asset (DS11)

Financial RecordDate unavailableEFTA024610351 keyword hits

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This document outlines portfolio allocation recommendations for accounts with combined cash holdings of $1,088,743, proposing an 11% increase in equity exposure and specific bond allocations. The recommendations include adding $344,600 to equity positions and $323,000 to bond managers including $200,000 to DBLTX Doubeline Total Return Fund and $123,000 to Western Asset funds.

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Excerpt 1

total cash between both CMA accounts currently is $1,088,743, of which I would like to increase your current equity exposure by 11% across your entire **asset**

Excerpt 2

your money market down to $421,000.00 respectively. 1) Equity Allocation: Adding $344,600.00 to achieve the following percentages across your entire **asset**

Excerpt 3

fund) 2) Bond Allocation: Adding $323,000 to the following managers: $200,,000 DBLTX Doubeline Total Return Fund (taxable bonds) $123,000 SMMYX Western **Asset**