Peter K
• HNWModerateMMedium ESGMedium
RM: Adrian Lim
Total AUM
$2,800,000.00
+$70,000.00 (+2.5%) today
Year-to-Date Return
+2.5%
Est. 1-Month
+0.1%
Cash Position
71.4%
Risk Level
0.2%
Performance Metrics
1-Month Return (Est.)+0.1%
Historical Volatility0.18%
Portfolio Composition
Cash & Equivalents71.4%
Top 3 Holdings100.0%
Performance & Insights
Client Goal Tracking
Saving for Sentosa Condo
Underfunded
Saving for Retirement
Saving for Daughter's Wedding
Smart Sales SuggestionsGenerated by AI
Client has idle cash — suggest short-term ladder
Limited alternatives — introduce REITs/infra for income
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 |
|---|---|---|---|---|
| SGD Cash | - | - | - | 71.43% |
| Singapore Government Securities (SGS) Bonds | - | - | - | 20.00% |
| STI ETF | SGD 3.82 | 0.53% | $1,272.00 | 8.57% |
What-If Scenario Analysis
Simulate portfolio performance under different market conditions
Best Case
+18.5%
Bull market scenario
+$518,000.00
Most Likely
+8.2%
Base case scenario
+$229,600.00
Worst Case
-12.8%
Bear market scenario
-$358,400.00
Recent Transactions
Last 30-60 days
| Date | Action | Instrument | Qty | Price | Amount | Notes |
|---|
Compliance & Documents
- KYCValid • Updated 6/1/2025
- SoWValid • Updated 4/15/2025
- IncomeValid • Updated 7/1/2025
Last Meeting Notes
Large cash position ($200K+) seeking deployment. Good candidate for equity allocation strategy.