Summary
This document is a client proposal prepared by Rob Koyfman for Bobby Jones, dated November 19, 2025. It presents a detailed comparison of the proposed portfolio against the current portfolio, focusing on various financial metrics. The proposal outlines fees, income, yield, risk factors, and performance over multiple timeframes, including one year, three years, five years, ten years, and twenty years. Key statistics such as fund fees, advisor fees, total fees, and annualized returns are documented, highlighting the differences between the two portfolios. The document includes a holdings summary, asset allocation, and equity exposure, providing insights into the proposed investment strategy. Additionally, it details the historical performance and risk assessments, including maximum drawdown and volatility measures, to illustrate the potential benefits of the proposed changes. This comprehensive analysis aims to assist the client in making informed investment decisions.
