At MR&J Properties, I managed an investment-grade bond and S&P 500 portfolio of exactly $1.5 million. I designed an Excel-centered risk dashboard encompassing yield, returns, duration, drawdowns, and benchmark tracking, and then used it to drive rebalancing, bond ladder construction, and liquidity planning. Throughout the range, I monitored macro data and rate moved to maintain portfolio duration within about ±0.5 years of target.