Unlocking portfolio efficiency for dual financial goals.
The Johnsons were concerned that their existing investment strategy wasn't maximizing the potential of their assets. While they had a substantial portfolio, they lacked a clear understanding of how efficiently their assets were being utilized to generate revenue and achieve their dual goals of funding college and securing a comfortable retirement.
By applying the Total Asset Turnover Calculator, we determined that their portfolio's turnover ratio was lower than industry benchmarks for similar risk profiles. This suggested underutilization of their assets. We recommended a strategic reallocation, incorporating more actively managed funds and exploring opportunities in growth sectors. This resulted in a projected 15% increase in asset turnover, potentially generating an additional $315,000 in portfolio value over five years, assuming consistent market conditions.
The Total Asset Turnover Calculator was used to analyze the Johnsons' annual revenue generated from their portfolio relative to the total value of their assets, allowing for a clear benchmark comparison.
$315,000 projected increase in portfolio value over 5 years.
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