Rubiani Portfolio Builder
Build a structured HNW portfolio across liquidity, treasury instruments, real estate, offshore investing, and a protected health reserve.
Projected Portfolio Value
KES 11,815,571
Estimated portfolio value after 10 years.
Portfolio Allocation
| Bucket | Amount |
|---|---|
| Money Market / Liquidity | KES 11,815,571 |
| Treasury Bills & Bonds | KES 0 |
| Offshore Portfolio | KES 0 |
| Rubiani Health Reserve | KES 0 |
| Real Estate | KES 0 |
Estimated Annual Income
| Income Source | Estimated Annual Income |
|---|---|
| Money Market Income | KES 1,181,557 |
| Bond Income | KES 0 |
| Offshore Income | KES 0 |
| Health Reserve Growth | KES 0 |
| Rental Income | KES 0 |
Assumptions Used
- Money Market return: 10% per year
- Treasury Bills/Bonds return: 11.5% per year
- Offshore return: 6% per year
- Real estate rental yield/growth estimate: 9% per year
- Health reserve growth estimate: 10% per year
- Bond allocation starts after KES 500,000
- Real estate is triggered from surplus liquidity of KES 2,500,000