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Total Income Per Month
Income3%12%10%42%7%1%15%5%2%3%
Client 1 Top 10 Income Investments
ETFINDEX FUNDPREFERRED SHAREPREFERRED SHAREPREFERRED SHAREPREFERRED SHAREINDEX FUNDETFBONDPREFERRED SHARE
18%16%12%11%11%10%9%7%3%3%
Client 2 Top 10 Income Investments
ETFINDEX FUNDPREFERRED SHAREPREFERRED SHAREPREFERRED SHAREPREFERRED SHAREINDEX FUNDETFBONDPREFERRED SHARE
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Investment Details
InvestmentsSharesPaymentTotal PymtFrequency
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
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
Clinet 1Client 2
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