Capitalizer Portfolio Configuration
Hossain Family Strategic Asset Allocation by Time Horizon
Total Investable Stock
৳2,500,000
Total Monthly Flow
৳27,000
Bucket 1: Medical & Emergency
0 to 24 Months
Cash / Savings (Emergency Reserve)৳200,000
Bucket Size
৳200,000
Monthly Flow
৳0
Bucket 2: Education & Mid-Term
2 to 5 Years
Govt T-Bills / Bonds৳500,000
FDR৳200,000
Cash / Savings Buffer৳360,000
Bucket Size
৳1,060,000
Monthly Flow
৳15,000
Bucket 3: Long Horizon
5 to 16+ Years
Family Sanchayapatra৳600,000
Open-End Mutual Fund৳400,000
Digital Gold৳240,000
Bucket Size
৳1,240,000
Monthly Flow
৳12,000
Bucket 1: Medical & Emergency Configurator
Strategic Goal
Emergency Buffer (stock only) (0 to 24 Months)
Emergency bucket held as stock only with no ongoing cashflow.
3.50%
Stocked at BDT 200,000 with zero monthly flow.
Asset Allocation Details
Total Allocated
৳200,000
| Instrument | Allocation % | Return % | Amount (৳) | |
|---|---|---|---|---|
| Total Portfolio | 100% | 3.50% | ৳200,000 |
Distribution Breakdown
Capital Growth Projection
Target Horizon
Year 2
Projected Value (Yr 2)৳214,480