Client IDClient Name Investment I Investment NamInvestment TypQuantityUnit PriceInitial Investme
1 John Doe 1001 Apple Inc. Stocks 50 $150 $7,500
1 John Doe 1002 Vanguard 500 Mutual Fund 20 $250 $5,000
1 John Doe 1003 Realty Income REIT 30 $100 $3,000
2 Jane Smith 1004 Tesla Inc. Stocks 25 $800 $20,000
2 Jane Smith 1005 Fidelity Tech Mutual Fund 15 $300 $4,500
2 Jane Smith 1006 Digital Realty REIT 40 $120 $4,800
3 Alice Brown 1007 Amazon Inc. Stocks 30 $3,000 $90,000
3 Alice Brown 1008 SPDR S&P 500ETF 10 $400 $4,000
3 Alice Brown 1009 Prologis Inc. REIT 20 $150 $3,000
4 Michael Johnso 1010 Microsoft Corp. Stocks 40 $200 $8,000
4 Michael Johnso 1011 Schwab S&P 50Mutual Fund 25 $150 $3,750
4 Michael Johnso 1012 Vanguard REIT REIT 35 $80 $2,800
5 Emily Davis 1013 Google LLC Stocks 35 $2,000 $70,000
5 Emily Davis 1014 Fidelity Growth Mutual Fund 30 $400 $12,000
5 Emily Davis 1015 Blackstone RE REIT 20 $120 $2,400
6 David Wilson 1016 Facebook Inc. Stocks 20 $300 $6,000
6 David Wilson 1017 T. Rowe Price Mutual Fund 15 $500 $7,500
6 David Wilson 1018 Realty Trust REIT 25 $90 $2,250
7 Sarah Lee 1019 Netflix Inc. Stocks 15 $400 $6,000
7 Sarah Lee 1020 Vanguard Tech Mutual Fund 20 $300 $6,000
7 Sarah Lee 1021 American TowerREIT 30 $150 $4,500
Current ValuReturn on Investment (ROI)
$9,000 20%
$5,500 10%
$3,300 10%
$24,000 20%
$4,950 10%
$5,280 10%
$117,000 30%
$5,200 30%
$3,900 30%
$10,000 25%
$5,000 33.33%
$3,500 25%
$84,000 20%
$15,600 30%
$3,120 30%
$7,800 30%
$10,500 40%
$3,150 40%
$7,800 30%
$7,800 30%
$5,850 30%
