Protecting a Legacy Through Prudent Investing
William's current investment strategy includes a significant allocation to individual stocks recommended years ago, some of which are trading at prices far exceeding their intrinsic value. His emotional attachment to these holdings, combined with a fear of missing out on potential gains, prevents him from making necessary adjustments, potentially eroding his estate and diminishing the funds available for his family and charities.
Using the Graham Number Calculator, we objectively assessed the fair value of William's individual stock holdings. The calculator revealed that several stocks, representing nearly $1.2 million of his portfolio, were significantly overvalued. By strategically reallocating these assets to a more diversified portfolio of value-oriented investments and low-cost index funds, we reduced risk and positioned his estate for more sustainable, long-term growth.
The Graham Number was calculated using each company's most recent earnings per share (EPS) and book value per share (BVPS), easily accessible through financial data providers and integrated directly into our analysis platform.
$85,000 projected increase in annual income stream for charitable giving, $400,000 estimated reduction in potential losses during a market downturn.
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Advisor adds $1.2M AUM using AI, increasing qualified leads by 25% and freeing 10+ hours weekly.
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