Total Income Per Month

6000

5000

4000

3000
Income
2000

1000

0
1 2 3 4 5 6 7 8 9 10 11 12

Client 1 Top 10 Income Investments

2% 3% 3%

5% ETF
12%
INDEX FUND
PREFERRED SHARE
15%
10% PREFERRED SHARE
PREFERRED SHARE
1% PREFERRED SHARE
7% INDEX FUND
ETF
42% BOND
PREFERRED SHARE

Client 2 Top 10 Income Investments

3% 3%

ETF
7% 18%
INDEX FUND
9% PREFERRED SHARE
PREFERRED SHARE
PREFERRED SHARE
10% 16%
PREFERRED SHARE
INDEX FUND

11% ETF
12% BOND
11% PREFERRED SHARE

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 Investment Details

Investments Shares Payment Total Pymt Frequency

Clinet 1
BOND 12,000 420 420.0 S/A
BOND 10,000 306 306.0 S/A
MUTUAL FUND 150 2.9 435.0 A
MUTUAL FUND 934.602 0.55 514.0 A
HEDGE FUND 160 0.4813 77.0 Q
PREFERRED SHARE 640 0.46 294.4 Q
PREFERRED SHARE 600 0.44 264.0 Q
PREFERRED SHARE 2,500 0.43 1075.0 Q
PREFERRED SHARE 400 0.428 171.2 Q
PREFERRED SHARE 90 0.4 36.0 Q
PREFERRED SHARE 1,000 0.395 395.0 Q
ETF 380 0.36 136.8 Q
PREFERRED SHARE 130 0.35 45.5 Q
INDEX FUND 240 0.34 81.6 Q
INDEX FUND 1,050 0.3 315.0 Q
REIT 1,218.94 0.25 304.7 Q
LIMITED PARTNERSHIP 645.332 0.234 151.0 A
MUTUAL FUND 725.796 0.12 87.1 Q
PREFERRED SHARE 450 0.1 45.0 M
ETF 1,100 0.02 22.0 S/A
STOCK 1,380 0.01 13.8 Q
STOCK 150 0.01 1.5 A
MUTUAL FUND 1,960 0 0.0 0
MUTUAL FUND 560 0 0.0 0
MUTUAL FUND 450 0 0.0 0
MUTUAL FUND 840 0 0.0 0
MUTUAL FUND 800 0 0.0 0

Client 2
INDEX FUND 1,000 1.18 1180.0 A
ETF 233 0.63 146.8 Q
INDEX FUND 130 0.55 71.5 Q
PREFERRED SHARE 400 0.43 172.0 Q
PREFERRED SHARE 480 0.4 192.0 Q
PREFERRED SHARE 545 0.4 218.0 Q
PREFERRED SHARE 80 0.35 28.0 Q
INDEX FUND 388 0.3 116.4 Q
ETF 200 0.24 48.0 Q
BOND 470 0.1 47.0 M
PREFERRED SHARE 450 0.1 45.0 M
PREFERRED SHARE 450 0.1 45.0 M
BOND 185 0.1 18.5 M
STOCK 556 0 0.0 0
STOCK 1,000 0 0.0 0

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 Investments January February March April May June July August September October November December
Client 1
BOND 420 420
BOND 306 306
MUTUAL FUND 435
MUTUAL FUND 514.0311
HEDGE FUND 77.008 77.008 77.008 77.008
PREFERRED SHARE 294.4 294.4 294.4 294.4
PREFERRED SHARE 264 264 264 264
PREFERRED SHARE 1075 1075 1075 1075
PREFERRED SHARE 171.2 171.2 171.2 171.2
PREFERRED SHARE 36 36 36 36
PREFERRED SHARE 395 395 395 395
ETF 136.8 136.8 136.8 136.8
PREFERRED SHARE 45.5 45.5 45.5 45.5
INDEX FUND 81.6 81.6 81.6 81.6
INDEX FUND 315 315 315 315
REIT 304.734 304.734 304.734 304.734
LIMITED PARTNERSHIP 151.00769
MUTUAL FUND 87.09552 87.09552 87.09552 87.09552
PREFERRED SHARE 45 45 45 45 45 45 45 45 45 45 45 45
ETF 22 22
STOCK 13.8 13.8 13.8 13.8
STOCK 1.5
MUTUAL FUND
MUTUAL FUND
MUTUAL FUND
MUTUAL FUND
MUTUAL FUND

Client 2
INDEX FUND 1180
ETF 146.79 146.79 146.79 146.79
INDEX FUND 71.5 71.5 71.5 71.5
PREFERRED SHARE 172 172 172 172
PREFERRED SHARE
PREFERRED SHARE 218 218 218 218
PREFERRED SHARE
INDEX FUND 116.4 116.4 116.4 116.4
ETF 48 48 48 48
BOND 47.0 47.0 47.0 47.0 47.0 47.0 47.0 47.0 47.0 47.0 47.0 47.0
PREFERRED SHARE 45.0 45.0 45.0 45.0 45.0 45.0 45.0 45.0 45.0 45.0 45.0 45.0
PREFERRED SHARE 44 44 44 44 44 44 44 44 44 44 44 44
BOND 18.5 18.5 18.5 18.5 18.5 18.5 18.5 18.5 18.5 18.5 18.5 18.5
STOCK
STOCK

1493.5 1027.8 2874.53 1492 721.796 2476.53 1492 1027.8 2896.53 1492 634.7 4821.6663

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