Welcome back,
$0
$0.00
As of
DJIA: 34,721.91 ▲ 1.2%
S&P 500: 4,532.17 ▲ 0.8%
NASDAQ: 14,265.33 ▼ 0.3%
USD/EUR: 0.8412 ▲ 0.2%
Gold: $1,892.50 ► 0.0%
Account Overview
High Net Worth
Millionaire
Total Net Worth
$0
As of
YTD Portfolio Growth
0%
Outperforming S&P 500 by
Risk Profile
Moderate
Last reviewed:
Next Scheduled Review
With:
Tax-Optimized Savings
$0
Projected for fiscal year
Exclusive Opportunities
Limited availability
Asset Allocation
- Stocks: 40% ($15,156,861.87)
- Bonds: 25% ($9,473,038.67)
- Real Estate: 20% ($7,578,430.94)
- Cash: 10% ($3,789,215.47)
- Alternative Investments: 5% ($1,894,607.73)
Performance Overview
YTD Return: 12.5%
1 Year Return: 18.7%
3 Year Annualized: 15.2%
Benchmark (S&P 500): 10.8%
Wealth Calculator
Future Wealth: $0
Achievements
Net Worth Milestone
$100,000
Debt-Free
Achieved
First Investment
Completed
Wealth Vision Board
Exclusive Offer: American Express Centurion Card
Centurion
**** ****** 1234
VALUED MEMBER
VALID THRU 12/28
As a distinguished client, you're invited to apply for our most exclusive card.
- No pre-set spending limit
- Complimentary access to 1,400+ airport lounges worldwide
- 24/7 dedicated concierge and travel service
- Automatic Platinum Elite status with Marriott Bonvoy and Hilton Honors
- Annual $200 airline fee credit and $200 Uber credit
- Exclusive access to Centurion Lounges and events
Financial Goals
Retirement Fund
70%
Yacht Purchase
45%
Financial Health Score
95/100
Excellent
- Credit Utilization: Excellent (10%)
- Payment History: Perfect (100%)
- Account Mix: Very Good
- Credit Age: Excellent (15+ years)
Upcoming Scheduled Transactions
Recent Transactions
| Date | Description | Amount |
|---|---|---|
| 2024-03-15 | Investment - Vanguard Total Stock Market ETF (VTI) | -$250,000.00 |
| 2024-03-10 | Real Estate Acquisition - 123 Luxury Lane | -$2,500,000.00 |
| 2024-03-05 | Dividend Payment - Apple Inc. (AAPL) | +$75,320.00 |
| 2024-03-01 | Wire Transfer - Offshore Account | -$1,000,000.00 |
FDIC Insured: Up to applicable limits
Account Number: ****7890
Routing Number: 021000021
SWIFT Code: CHASUS33
Account Type: Private Wealth Management
Branch: New York - Park Avenue
Last Login: