Tom Liu
• UHNWModerateMMedium ESGMedium
RM: Adrian Lim
Total AUM
US$2,800,000.00
+US$238,000.00 (+8.5%) today
Year-to-Date Return
+8.5%
Est. 1-Month
+1.4%
Cash Position
20.0%
Risk Level
1.5%
Performance Metrics
1-Month Return (Est.)+1.4%
Historical Volatility1.45%
Portfolio Composition
Cash & Equivalents20.0%
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
High equity tilt — add defensive/covered-call sleeve
Low bond exposure — add short-duration bonds/SGS ladder
Limited alternatives — introduce REITs/infra for income
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 |
|---|---|---|---|---|
| SPDR S&P 500 ETF | - | - | - | 50.00% |
| Invesco QQQ ETF | - | - | - | 30.00% |
| USD Cash | - | - | - | 20.00% |
What-If Scenario Analysis
Simulate portfolio performance under different market conditions
Best Case
+18.5%
Bull market scenario
+US$518,000.00
Most Likely
+8.2%
Base case scenario
+US$229,600.00
Worst Case
-12.8%
Bear market scenario
-US$358,400.00
Recent Transactions
Last 30-60 days
| Date | Action | Instrument | Qty | Price | Amount | Notes |
|---|
Compliance & Documents
- KYCValid • Updated 3/1/2025
- SoWValid • Updated 1/15/2025
- IncomeValid • Updated 4/1/2025
Last Meeting Notes
High value client with $2.8M AUM. No recent contact - last consultation 3 months ago. Requires follow-up.