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June 2020

AgeBalance at sign upProjection beforeProjection afterDifference
55$334,729.93$616,678.40$834,542.82$217,864.42
54$127,660.61$414,746.39$512,789.87$98,043.48
54$74,769.72$155,451.53$186,602.96$31,151.43
53$87,603.67$176,391.39$276,534.51$100,143.12
53$70,674.07$161,015.02$220,990.34$59,975.32
52$112,813.00$317,083.00$396,963.00$79,880.00
52$55,194.11$137,107.67$254,322.76$117,215.09
52$164,743.40$241,406.75$456,809.81$215,403.06
51$280,318.21$478,419.83$922,108.58$443,688.75
51$95,022.88$281,811.30$370,814.11$89,002.81
51$121,344.84$376,775.56$504,134.74$127,359.18
51$258,181.57$305,595.68$439,848.26$134,252.58
50$137,479.27$257,975.72$526,951.31$268,975.59
50$179,567.25$794,010.12$1,070,725.23$276,715.11
50$74,049.20$192,483.79$246,716.78$54,232.99
50$98,687.11$250,386.20$432,723.61$182,337.41
49$97,765.83$242,579.49$472,337.75$229,758.26
49$44,825.77$162,768.59$317,444.78$154,676.19
47$193,069.57$465,219.17$1,000,290.21$535,071.04
47$83,118.98$301,833.43$466,226.47$164,393.04
46$97,779.75$264,886.66$360,399.05$95,512.39
46$44,948.05$213,822.55$301,841.46$88,018.91
45$75,251.01$274,761.30$491,134.61$216,373.31
44$93,906.63$188,428.51$551,094.18$362,665.67
44$43,660.67$69,910.31$154,102.48$84,192.17
44$75,307.11$130,528.71$324,692.64$194,163.93
43$50,985.94$187,049.77$316,421.05$129,371.28
42$98,473.50$518,956.35$909,928.76$390,972.41
41$55,354.47$173,144.26$534,827.09$361,682.83
41$71,229.54$346,380.33$777,969.54$431,589.21
41$43,569.84$102,441.26$220,370.55$117,929.29
40$109,245.43$405,046.75$1,202,962.36$797,915.61
40$61,895.27$103,576.67$374,053.09$270,476.42
40$46,816.36$161,055.97$242,889.17$81,833.20
40$63,310.59$382,467.18$709,667.04$327,199.86
39$96,978.39$504,467.18$1,226,530.59$722,063.41
39$60,688.79$190,389.06$364,849.14$174,460.08
39$70,123.00$250,505.73$1,105,312.44$854,806.71
39$96,474.26$600,269.05$939,435.41$339,166.36
38$73,960.12$419,643.11$866,008.35$446,365.24
37$137,767.03$399,012.15$1,032,616.60$633,604.45
37$53,269.69$287,831.28$980,673.15$692,841.87
37$84,708.12$301,351.23$582,071.21$280,719.98
37$150,098.00$613,034.12$2,648,029.08$2,034,994.96
37$48,245.05$258,552.49$486,207.63$227,655.14
37$43,992.22$531,419.06$738,062.62$206,643.56
36$91,285.00$685,263.00$1,253,806.00$568,543.00
36$130,766.56$886,958.86$1,918,102.98$1,031,144.12
36$98,105.96$616,888.12$1,579,003.05$962,114.93
34$55,752.17$91,063.52$430,727.05$339,663.53
33$44,976.26$69,662.28$148,596.72$78,934.44
33$53,062.86$385,115.62$1,138,727.62$753,612.00
31$55,572.43$632,326.65$1,560,828.31$928,501.66
31$55,746.88$640,815.46$1,337,750.74$696,935.28
30$53,440.79$639,298.10$1,106,582.53$467,284.43
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  1. Customer real name hidden for privacy.
  2. The data is based upon the exact circumstances of the customer and the investments of the customer at the time of signup.
  3. Signup refers to signing up with our partner financial advisers.
  4. The result is based upon five-year average returns of their former investment setup against the five-year average returns of their new investment setup as a result of the recommendations of our partner financial advisers, and those averages are used to project forward. Past performance is no guarantee of future performance, and no result can be guaranteed.

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