Data-driven decisions for college and retirement success.
The Johnsons find it challenging to track and compare the performance of their diverse investment holdings, making it difficult to identify underperforming assets or sectors. They lack a streamlined method to calculate and analyze TTM figures, hindering their ability to make informed decisions about rebalancing and maximizing returns for both college and retirement goals.
Using the TTM Calculator, the Johnsons can easily calculate the trailing twelve-month performance of each investment in their portfolio. This allows them to identify assets with consistently low TTM returns and explore alternative investment strategies. By identifying $300,000 of underperforming assets earning just 2% TTM, and reallocating them to higher-performing investments earning 7% TTM, the Johnsons stand to gain an additional $15,000 in annual returns.
The advisor uses the TTM Calculator to input the past 12 months of performance data for each asset, generating clear, comparable TTM figures. These figures are then visually represented to facilitate discussions with the Johnsons about portfolio optimization.
$15,000 in increased annual returns through strategic asset reallocation
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