0% found this document useful (0 votes)
51 views16 pages

Chart 46

The document provides a detailed analysis of investment returns across multiple assets, showing a total ROI of 61% and a total cash flow of $3,352,000 from an initial investment of $1,000,000. It outlines individual asset returns, with Asset 1 yielding $122,000 and Asset 3 yielding $150,000, among others. The analysis includes projected returns for the years 2021 to 2030, indicating a total return of $2,352,000 by 2026.

Uploaded by

Iliano Ily
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
51 views16 pages

Chart 46

The document provides a detailed analysis of investment returns across multiple assets, showing a total ROI of 61% and a total cash flow of $3,352,000 from an initial investment of $1,000,000. It outlines individual asset returns, with Asset 1 yielding $122,000 and Asset 3 yielding $150,000, among others. The analysis includes projected returns for the years 2021 to 2030, indicating a total return of $2,352,000 by 2026.

Uploaded by

Iliano Ily
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd

https://exceltable.

com/
Total ROI

61%
71%
able.com/

Returns Analys
$1,000,000
100% Total Invested 100%
56%
75%
65%
61%
$514,000
Return 2026

01 Asset 1 $122,0
00
02 Asset 2 $130,0
00
03 Asset 3 $150,0
00
04 Asset 4 $112,0
05 Asset 5 00
$-
nalysis by Assets
$3,352,000
Total Cahs Flow

$2,352,000
Return vs Total Return

This shape represents


2021 2022 a slicer.
2023 Slicers are supported
2024 2025in Excel 2010 or 2027
2026 later. 2028 2029 2

If the shape was modified in an earlier version of Excel, or if the workbook was saved in Excel 2003 or
earlier, the slicer cannot be used.
ts
$3,352,000
Total Cahs Flow

2028 2029 2030

as saved in Excel 2003 or


https://exceltable.com/

Portfolio
ROI

61%
71%
able.com/

Returns Analys
$1,000,000
100% Total Invested 100%
56%
75%
65%
61%
$514,000
Return 2026

01 Asset 1 $122,0
00
02 Asset 2 $130,0
00
03 Asset 3 $150,0
00
04 Asset 4 $112,0
05 Asset 5 00
$-
nalysis by Assets
$3,352,000
Total Cahs Flo

$2,352,000
Return vs Total Return

This
2021shape represents
2022 a slicer.
2023 Slicers are supported
2024 2025 in Excel
20262010 or 2027
later. 2028 2029 2

If the shape was modified in an earlier version of Excel, or if the workbook was saved in Excel 2003 or
earlier, the slicer cannot be used.
ts
$3,352,000
Total Cahs Flow

2028 2029 2030

was saved in Excel 2003 or


Investments Asset 5 Asset 4 Asset 3 Asset 2
Return $ - $ 112,000 $ 150,000 $ 130,000
ROI % 100% 56% 75% 65%

Asset 1 Asset 2
Done 38.43% 38.43% 38.43% 40.95%
Running 24.57% 24.57% 24.57% 22.05%
37.00% 37.00% 37.00% 37.00%
5 5 5 4

https://exceltable.com/

Return 2026 Return vs Total Return Total ROI


Asset 1 $ 122,000 $ 382,000 235%
Asset 2 $ 130,000 $ 518,000 Portfolio ROI
Asset 3 $ 150,000 $ 558,000 71%
Asset 4 $ 112,000 $ 444,000
Asset 5 $ - $ 450,000
$ 514,000 $ 2,352,000

Year Return ROI %


2021 $ 146,000 $ 146,000
2022 $ 296,000 $ 442,000
2023 $ 436,000 $ 878,000
2024 $ 504,000 $ 1,382,000
2025 $ 456,000 $ 1,838,000
2026 $ 514,000 $ 2,352,000
2027 $ 438,000 $ -
2028 $ 496,000 $ -
2029 $ 144,000 $ -
2030 $ 198,000 $ -
Asset 1 Total Invested Year Max ROI Current ROI
$ 122,000 $ 1,000,000 2026 363% 100% 135%
61% Returns Analysis by Assets

Asset 3 Asset 4
40.95% 40.95% 47.25% 47.25% 47.25% 35.28% 35.28%
22.05% 22.05% 15.75% 15.75% 15.75% 27.72% 27.72%
37.00% 37.00% 37.00% 37.00% 37.00% 37.00% 37.00%
4 4 3 3 3 2 2

tfolio ROI
Label Total Cahs Flow
240% $ 3,352,000

Asset 5 Sectors
35.28% 63.00% 63.0%
27.72% 0.00% 0%
37.00% 37.00% 37.0%
2 1
https://exceltable.com/

Data
Assets Sum of Investments Sum of Return Average of ROI
Asset 1 $ 200,000.00 $ 980,000 49%
Asset 2 $ 200,000.00 $ 870,000 64%
Asset 3 $ 200,000.00 $ 884,000 64%
Asset 4 $ 200,000.00 $ 444,000 62%
Asset 5 $ 200,000.00 $ 450,000 83%
Total Result $ 1,000,000.00 $ 3,628,000 64%

Year (empty)
2026
Year Assets Investments Return ROI
2021 Asset 1 $ 200,000 $ 16,000 8%
2021 Asset 2 $ 200,000 $ 34,000 17%
2021 Asset 3 $ 200,000 $ 44,000 22%
2021 Asset 4 $ 200,000 $ 2,000 1%
2021 Asset 5 $ 200,000 $ 50,000 25%
2022 Asset 1 $ - $ 38,000 19%
2022 Asset 2 $ - $ 44,000 22%
2022 Asset 3 $ - $ 68,000 34%
2022 Asset 4 $ - $ 32,000 16%
2022 Asset 5 $ - $ 114,000 57%
2023 Asset 1 $ - $ 46,000 23%
2023 Asset 2 $ - $ 96,000 48%
2023 Asset 3 $ - $ 70,000 35%
2023 Asset 4 $ - $ 98,000 49%
2023 Asset 5 $ - $ 126,000 63%
2024 Asset 1 $ - $ 58,000 29%
2024 Asset 2 $ - $ 100,000 50%
2024 Asset 3 $ - $ 88,000 44%
2024 Asset 4 $ - $ 98,000 49%
2024 Asset 5 $ - $ 160,000 80%
2025 Asset 1 $ - $ 102,000 51%
2025 Asset 2 $ - $ 114,000 57%
2025 Asset 3 $ - $ 138,000 69%
2025 Asset 4 $ - $ 102,000 51%
2025 Asset 5 $ - $ - 100%
2026 Asset 1 $ - $ 122,000 61%
2026 Asset 2 $ - $ 130,000 65%
2026 Asset 3 $ - $ 150,000 75%
2026 Asset 4 $ - $ 112,000 56%
2026 Asset 5 $ - $ - 100%
2027 Asset 1 $ - $ 124,000 62%
2027 Asset 2 $ - $ 160,000 80%
2027 Asset 3 $ - $ 154,000 77%
2027 Asset 4 $ - $ - 100%
2027 Asset 5 $ - $ - 100%
2028 Asset 1 $ - $ 132,000 66%
2028 Asset 2 $ - $ 192,000 96%
2028 Asset 3 $ - $ 172,000 86%
2028 Asset 4 $ - $ - 100%
2028 Asset 5 $ - $ - 100%
2029 Asset 1 $ - $ 144,000 72%
2029 Asset 2 $ - $ - 100%
2029 Asset 3 $ - $ - 100%
2029 Asset 4 $ - $ - 100%
2029 Asset 5 $ - $ - 100%
2030 Asset 1 $ - $ 198,000 99%
2030 Asset 2 $ - $ - 100%
2030 Asset 3 $ - $ - 100%
2030 Asset 4 $ - $ - 100%
2030 Asset 5 $ - $ - 100%
https://exceltable.com/
0093d1 https://exceltable.com/
8a60b4
f28600
00ba60
ff443f

1A2246
363D5C

You might also like