Navigating complexity, maximizing returns.
Dr. Sharma's investment portfolio, while substantial, consisted primarily of mutual funds and ETFs chosen based on past performance rather than a rigorous analysis of their underlying assets. She struggled to understand the true value of her holdings and whether the fees she was paying were justified given the returns. The lack of transparency and a clear benchmark made it difficult for her to make informed decisions about rebalancing or adjusting her investment strategy, causing anxiety and a sense of being in the dark about her financial future.
Using Golden Door Asset's NAV Calculator, Dr. Sharma was able to calculate the Net Asset Value per share for each of her holdings. By comparing the calculated NAV to the market price and expense ratios, she identified several funds with inflated prices and higher-than-average fees. This allowed her to make data-driven decisions to reallocate approximately $200,000 into lower-cost, higher-value ETFs and index funds. This resulted in projected increased returns of 1.5% annually.
The NAV Calculator was integrated into Dr. Sharma's client portal, allowing her and her advisor to easily access and analyze the data. The tool also allows for exporting data into spreadsheets for further analysis and visualization.
$11,250 increased annual investment income, representing a 1.5% improvement on the $750,000 portfolio.
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