David Wong
• UHNWAggressiveAHigh ESGHigh
RM: Mei Lin
Total AUM
US$22,000,000.00
+US$2,002,000.00 (+9.1%) today
Year-to-Date Return
+9.1%
Est. 1-Month
+0.9%
Cash Position
13.6%
Risk Level
2.7%
Performance Metrics
1-Month Return (Est.)+0.9%
Historical Volatility2.72%
Portfolio Composition
Cash & Equivalents13.6%
Top 3 Holdings86.4%
Performance & Insights
Client Goal Tracking
Saving for Sentosa Condo
Underfunded
Saving for Retirement
Saving for Daughter's Wedding
Smart Sales SuggestionsGenerated by AI
Low bond exposure — add short-duration bonds/SGS ladder
Elevated volatility — consider light hedges / low‑vol sleeve
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 Global Technology Fund
HSBC_GLOBAL_TECH • USD • HSBC
USD 189.45
1.25%
HSBC Asian Growth Fund
HSBC_ASIAN_GROWTH • USD • HSBC
USD 145.67
1.31%
Allocation
Mix
Holdings
| Product | Price | % Today | Δ Today (SGD) | Weight |
|---|---|---|---|---|
| HSBC Infrastructure Debt Fund | USD 103.67 | 0.12% | US$10,452.00 | 29.55% |
| HSBC Green Bond Fund | USD 102.35 | 0.15% | US$6,030.00 | 13.64% |
| HSBC USD Money Market Fund | USD 100.18 | 0.00% | US$80.40 | 13.64% |
What-If Scenario Analysis
Simulate portfolio performance under different market conditions
Best Case
+18.5%
Bull market scenario
+US$4,070,000.00
Most Likely
+8.2%
Base case scenario
+US$1,804,000.00
Worst Case
-12.8%
Bear market scenario
-US$2,816,000.00
Recent Transactions
Last 30-60 days
| Date | Action | Instrument | Qty | Price | Amount | Notes |
|---|---|---|---|---|---|---|
| 8/11/2025 | COUPON | Asia HY Bond HY-Asia | - | - | US$14,500.00 | - |
| 8/2/2025 | BUY | US Tech Active US-Tech | 1500 | 215 | -US$322,500.00 | - |
| 7/29/2025 | FX | FX Conversion USD/SGD | - | - | -US$250,000.00 | To SGD cash |
| 7/29/2025 | FX | FX Conversion USD/SGD | - | - | $335,000.00 | From USD cash |
Compliance & Documents
- KYCValid • Updated 7/1/2025
- SoWValid • Updated 6/10/2025
- IncomeValid • Updated 6/10/2025
Last Meeting Notes
Interested in AI-adjacent thematics; expects tailored pitch comparing two structured notes with digital barrier features.