Portfolio Example
Client Profile
- Age:
- 60
- Annual Income:
- $120,000 USD+
- Employment Status:
- Stable
- Years Until Retirement:
- 10 Years
Investment Goals
- Investment Goal:
- Wealth Accumulation
- Investment Objective:
- Growth
- Time Horizon:
- 30 Years
Investment Parameters
- Initial Investment Amount:
- $500,000 USD
- Annual Deposits:
- $50,000
- Annual Withdrawals:
- $0, will withdraw funds until retirement
Asset Allocation Selected
- Global Equity:
- 60%
- Fixed Income:
- 40%
- Rebalancing:
- Annual
