Smarter investments for a brighter future.
The Johnsons, with $2.1M in retirement accounts, felt their college savings contributions weren't maximizing returns despite a comfortable $450,000 combined income. They were concerned about potentially falling short of college funding goals while maintaining retirement contributions.
By analyzing the ROCE of various companies within their investment portfolio, the Johnsons identified underperforming assets. They reallocated $200,000 from low-ROCE stocks to companies with higher capital efficiency, increasing their portfolio's overall ROCE by an estimated 3.7% annually. This improvement is projected to add significantly to their college savings.
The ROCE Calculator was used to analyze historical financial data for each stock in their portfolio, identifying companies generating the most profit per dollar of capital employed. They supplemented this analysis with the Times Interest Earned Ratio Calculator to ensure financial stability.
$87,000 projected increase in college savings over 10 years by reallocating $200,000 to higher-ROCE stocks, based on a 3.7% annual return increase.
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