WEALTH MANAGEMENT PRO®

SEVEN BULLS INC. | PROFESSIONAL INVESTMENT TOOLS

Value Scale:
Thousands (K)
Millions (M)
Billions (B)
Portfolio Allocator
Wealth Projector
PRO®

Portfolio Allocation

Optimize your asset allocation based on risk tolerance and investment goals

$
%
%
%
%
PRO®

Portfolio Analysis

Detailed metrics and projections for your portfolio

Asset Allocation

Allocation Breakdown

US Equities
23%
Value: $1,840 High Risk
Intl Equities
38%
Value: $3,040 High Risk
Fixed Income
28%
Value: $2,240 Low Risk
Alt Investments
0%
Value: $0 Moderate Risk
Expected Return
12.5%
Annualized
Volatility
26.1%
Standard Deviation
Sharpe Ratio
0.48
Risk-Adjusted
Max Drawdown
-57.8%
Historical
Projected Value
$0.15M
After 25 years
Projected Growth
+1800.3%
Total return
Risk Profile
Ultra Aggressive
Based on allocation
Rebalancing
Annual
Strategy
Powered by PRO Technology
PRO®

Wealth Projection

Forecast your financial future based on current assets and savings strategy

$
$
%
%
%
Base Case
Optimistic
Pessimistic
PRO®

Wealth Projection

Detailed forecast of your financial future

Wealth Growth Projection
Base
Optimistic
Pessimistic
Monte Carlo Simulation
10 Paths
50 Paths
100 Paths
Probability Distribution
Projected Value
$4,820,000
At retirement
+301.7%
Annual Withdrawal
$192,800
4% withdrawal rate
Success Probability
92%
Based on historical data
Shortfall Risk
8%
Probability
Retirement Readiness
75%
Of target goal
Retirement Age
65
Years until: 20
Required Savings
$68,400
Per year to meet goal
Status
On track
For 85% of goal
Powered by PRO Technology

PRO® Wealth Management Suite is a registered trademark used under license by SEVENBULLSINC. This model is for professional use only and incorporates proprietary methodologies.

Financial projections are highly sensitive to input assumptions. This tool does not constitute financial advice. Users should conduct their own due diligence and consult with financial professionals before making investment decisions. All outputs are estimates based on the provided inputs and standard financial models.

© 2025 SEVENBULLSINC. All rights reserved. Unauthorized use or distribution prohibited.