Morgan Private Wealth
DemoActivetreasury@morganprivatewealth.com0xc555...1234Client since Mar 2023
Assets Under Management
$0.00
+$2.4Mthis month
Performance YTD
14.2%
vs benchmark +9.8%(+4.4% alpha)
Risk Profile
Moderate
Last reviewed 1/15/2026
Portfolio Drift
4.0%
Approaching threshold (5%)
Performance vs Benchmark
14.2%
PortfolioBenchmark
Current Allocation
Delta Neutral
35%Lending
25%Options
20%Spot LP
15%Cash
5%Position
Allocation
Value
APY
Drift
ETH Delta Neutral Vault
Delta Neutral
35%
$14.87M
12.4%
+2.1%
USDC Lending Pool
Lending
25%
$10.62M
8.2%
-0.8%
ETH Options Q2
Options
20%
$8.50M
24.2%
+1.5%
ETH/USDC Spot LP
Spot LP
15%
$6.37M
15.8%
-0.3%
USDC Reserve
Cash
5%
$2.12M
4.5%
0%
Client Notes
moderate risk profile. Managed across 3 positions.
Recent Transactions
Deposit
ETH Delta Neutral - Jan 28, 2026
+$2.5M
Completed
Rebalance
Multiple - Jan 20, 2026
$1.2M
Completed
Yield Claim
USDC Lending Pool - Jan 15, 2026
+$124K
Completed
Withdrawal
ETH/USDC Spot LP - Jan 10, 2026
-$500K
Completed