Inspect the live diagnostics behind the portfolio regime, subscribe to allocation updates, or use the public JSON feeds in your own tools.
View VT, bitcoin, and the GLD/GLDM gold proxy with 50-week and 200-week averages and current projected valuation zones.
A weekly update focused on the Tax-Deferred KISS portfolio. Choose optional allocation-change alerts below. Unsubscribe anytime.
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Weekly public macro dashboard summary: KISS, liquidity cycle, and Gavekal regime. No personal allocations or private portfolio data.
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Public portfolio allocation change alerts from The Macro Dashboard. Posts only when model allocations change.
npub150fv78pdf2w6xxl732jzew2vta2nkwsgds0cverg62xtxd9ggk4s4ftjs0 These readings explain the current tax-deferred KISS regime. The portfolio page keeps the decision summary; the detail lives here.
Risk-off evidence leads 59% to 41%. Inflation is the confirmed regime.
The site publishes one complete build snapshot and one compact portfolio-target contract. Both identify the exact model snapshot they represent.
The current KISS methodology is kiss-2.4.0. The compact target contract includes both portfolios, stable decision revisions, current target weights, and percentage-of-maximum-exposure multipliers. See the methodology and change record for input roles, conventions, cadence, and limitations.
The taxable target remains a provisional research overlay for the 60% stocks / 30% gold / 10% Bitcoin model portfolio. Consumers must process its decision revision idempotently, apply account-specific tax-lot review, and must not turn ordinary market drift into an automatic sale.
| Name | URL | Use |
|---|---|---|
| Complete dashboard snapshot | /data/dashboard.json | The exact portfolio, history, macro context, source-health, and editorial snapshot used to build this site. |
| Portfolio targets | /data/portfolio-targets.json | Small integration contract for the current tax-deferred and taxable KISS targets. |
A Google Sheet can pull the current tax-deferred allocation and turn it into target dollar amounts for a real portfolio. This example uses portfolio-targets.json.
B1.=KISS_ALLOCATIONS($B$1) in A3. Format the Target % column as percent and Target $ as currency.Target $ - Current $. For example, if Target $ is in D4 and Current $ is in F4, use =D4-F4.function KISS_ALLOCATIONS(portfolioValue) {
const total = Number(portfolioValue || 0);
const url = 'https://themacrodashboard.com/data/portfolio-targets.json';
const res = UrlFetchApp.fetch(url, { muteHttpExceptions: true });
const data = JSON.parse(res.getContentText());
const rows = [['Asset', 'Symbol', 'Target %', 'Target $', 'VAMS']];
data.portfolios.taxDeferred.assets.forEach((row) => {
rows.push([
row.key,
row.symbol,
row.targetWeight,
total * row.targetWeight,
row.state,
]);
});
return rows;
}The JSON target weights are model outputs, not account-specific advice. Sheets should treat missing/stale data as unavailable, and humans should decide whether and how to trade.