David Kim
• HNWAggressiveAESG N/ANot Rated
RM: Adrian Lim
Total AUM
US$5,200,000.00
+US$665,600.00 (+12.8%) today
Year-to-Date Return
+12.8%
Est. 1-Month
+2.4%
Cash Position
10.0%
Risk Level
1.9%
Performance Metrics
1-Month Return (Est.)+2.4%
Historical Volatility1.94%
Portfolio Composition
Cash & Equivalents10.0%
Top 3 Holdings90.0%
Performance & Insights
Client Goal Tracking
Saving for Sentosa Condo
Underfunded
Saving for Retirement
Saving for Daughter's Wedding
Smart Sales SuggestionsGenerated by AI
High equity tilt — add defensive/covered-call sleeve
Low bond exposure — add short-duration bonds/SGS ladder
Strong YTD — rebalance and crystalize gains to targets
Products to Push
HSBC Responsible Investment Equity Fund
HSBC_RI_EQUITY • USD • HSBC
ESG EnhancedAA
USD 125.43
0.99%
iShares MSCI KLD 400 Social ETF
DSI • USD • NYSE
ESG EnhancedAA
USD 89.67
0.50%
Vanguard ESG International Stock ETF
VSGX • USD • NYSE
ESG EnhancedA
USD 58.92
-0.39%
HSBC Asia Pacific (ex Japan) ESG Equity Fund
HSBC_APAC_ESG • USD • HSBC
ESG EnhancedAA
USD 98.45
0.91%
Allocation
Mix
Holdings
| Product | Price | % Today | Δ Today (SGD) | Weight |
|---|---|---|---|---|
| Invesco QQQ ETF | - | - | - | 40.00% |
| SPDR S&P 500 ETF | - | - | - | 30.00% |
| Bitcoin Tracker | - | - | - | 20.00% |
| USD Cash | - | - | - | 10.00% |
What-If Scenario Analysis
Simulate portfolio performance under different market conditions
Best Case
+18.5%
Bull market scenario
+US$962,000.00
Most Likely
+8.2%
Base case scenario
+US$426,400.00
Worst Case
-12.8%
Bear market scenario
-US$665,600.00
Recent Transactions
Last 30-60 days
| Date | Action | Instrument | Qty | Price | Amount | Notes |
|---|
Compliance & Documents
- KYCValid • Updated 4/1/2025
- SoWValid • Updated 2/15/2025
- IncomeValid • Updated 5/1/2025
Last Meeting Notes
Follow-up call scheduled for tomorrow to discuss crypto allocation strategy. Strong performance year-to-date.