Client for 5 years
$2,200,000
$1,000,000
| Ticker | Name | Allocation | Value |
|---|---|---|---|
| AAPL | Apple Inc. | 8.5% | $229,500 |
| MSFT | Microsoft Corp. | 7.2% | $194,400 |
| AMZN | Amazon.com Inc. | 5.8% | $156,600 |
| GOOGL | Alphabet Inc. | 5.2% | $140,400 |
| BRK.B | Berkshire Hathaway | 4.5% | $121,500 |
| Other Equities | 13.8% | $372,600 | |
| GOVT | iShares US Treasury Bond ETF | 12.5% | $337,500 |
| LQD | iShares iBoxx $ IG Corporate | 10.2% | $275,400 |
| MUB | iShares National Muni Bond ETF | 7.3% | $197,100 |
| REET | iShares Global REIT ETF | 15% | $405,000 |
| ABRDN | Aberdeen Global Premier Fund | 10% | $270,000 |
Scored on Jan 15, 2025
Potential consolidation opportunity
High balance in external accounts indicates consolidation opportunity
Consistent deposits over the last 6 months show strong cash flow
Recent inheritance event detected through transaction pattern analysis
Low withdrawal rate compared to peers in the same wealth bracket
Jan 5, 2025
Discussed estate planning options for recent inheritance
Dec 10, 2024
Reviewed retirement timeline and goals
Nov 15, 2024
Annual portfolio review - client satisfied with performance
Jan 18, 2025
Phone call - discussed market volatility concerns
Jan 5, 2025
In-person meeting - estate planning
Dec 22, 2024
Email - sent year-end tax planning document
Dec 10, 2024
Video call - retirement planning session
Schedule next portfolio review
Due: Feb 15, 2025
Follow up on estate planning documents
Due: Jan 30, 2025
Prepare tax loss harvesting strategy
Due: Feb 5, 2025
Connect with client's CPA
Due: Jan 25, 2025