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/
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