Turning assets into reliable retirement income.
Eleanor is concerned about outliving her savings and wants to understand the efficiency with which her assets are generating income. She's unsure if her current investment strategy maximizes income potential without undue risk, and she needs a clear understanding of her asset turnover rate to make informed decisions about potential portfolio adjustments.
Using the Total Asset Turnover Calculator, we analyzed Eleanor’s portfolio, determining its current asset turnover ratio is 0.08. This means that for every dollar of assets, the portfolio is generating $0.08 in revenue. By adjusting her portfolio to include a mix of dividend-paying stocks and real estate investment trusts (REITs) and reassessing with the calculator, we aim to increase the asset turnover to 0.12, potentially increasing her annual income by $9,000 initially.
The Total Asset Turnover Calculator was used to analyze Eleanor's current portfolio performance, and will be used to model the impact of proposed investment strategy changes using projected income and average asset values.
$9,000 initial increased annual income and a more efficient, income-generating portfolio. Optimized estate structure for potential tax benefits in the future.
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