Unlocking Retirement Dreams with Smart Investment Analysis
James and Patricia, with $3.5 million in retirement assets, felt uncertain about their investment strategy. They worried about generating enough income to support their desired lifestyle, which included extensive international travel, and were particularly anxious about potentially high healthcare costs for the next few years before Patricia qualified for Medicare. Their current investment portfolio, while diversified, lacked a clear understanding of the Return on Invested Capital (ROIC) for each holding, making it difficult to assess true efficiency and potential.
Using Golden Door Asset's ROIC Calculator, we analyzed each investment in the O'Brien's portfolio, identifying underperforming assets with low returns on capital. By reallocating $300,000 from these lower-ROIC investments to higher-performing opportunities identified through our research, we projected an increase in annual portfolio income of approximately $10,000. We also advised establishing a separate, liquid healthcare fund of $25,000 to address their immediate concerns, providing a crucial safety net.
The ROIC calculator was used to evaluate the efficiency of each company in the O'Brien's portfolio in deploying capital and generating profits. This information helped to make informed decisions about reallocating assets to improve overall portfolio performance and provide funds for healthcare coverage. The Times Interest Earned Ratio was used to vet new investments and Triangular Arbitrage checked the current portfolio
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$10,000 annual portfolio income increase; $25,000 healthcare safety net established
