The document analyzes the performance of 9 stocks in the Blue Chip Stock Club portfolio between their initial purchase date and December 9th 2009. Overall the portfolio gained $85,271.70 (7.1% gain) from its initial $382,774 investment. On average stocks gained 79% but gains varied widely, with Intel providing the highest return of 515% while 3M saw the largest loss of -60%. The portfolio outperformed the average return but individual stock performance was mixed.

1. FIT 1020 3:50 Lance Richardson December 9th 2009
BLUE CHIP STOCK CLUB
Investment Analysis
Initial Current
Date Price Per Price Per Percent
Stock Symbol Acquired Shares Share Initial Cost Share Current Value Gain/Loss Gain/Loss
3M MMM 394 $79.75 $ 31,421.50 $ 32.00 $ 12,608.00 $ (18,813.50) -59.87%
Caterpillar CAT 750 $34.25 $ 25,687.50 $ 40.00 $ 30,000.00 $ 4,312.50 16.79%
Coca-Cola KO 975 $58.75 $ 57,281.25 $ 50.00 $ 48,750.00 $ (8,531.25) -14.89%
DuPont DD 850 $33.13 $ 28,160.50 $ 30.00 $ 25,500.00 $ (2,660.50) -9.45%
General Electric GE 525 $29.50 $ 15,487.50 $ 70.00 $ 36,750.00 $ 21,262.50 137.29%
General Motors GM 810 $37.38 $ 30,277.80 $ 75.00 $ 60,750.00 $ 30,472.20 100.64%
Intel INTC 875 $13.00 $ 11,375.00 $ 80.00 $ 70,000.00 $ 58,625.00 515.38%
Microsoft MSFT 250 $64.35 $ 16,087.50 $ 95.00 $ 23,750.00 $ 7,662.50 47.63%
Wal-mart WMT 925 $32.63 $ 30,182.75 $ 25.00 $ 23,125.00 $ (7,057.75) -23.38%
Total $ 6,354.00 $ 382.74 $ 245,961.30 $ 497.00 $ 331,233.00 $ 85,271.70 7.10134
Average 706 $ 42.53 $ 27,329.03 $ 55.22 $ 36,803.67 $ 9,474.63 79%
Highest 975 $ 79.75 $ 57,281.25 $ 95.00 $ 70,000.00 $ 58,625.00 515%
Lowest 250 $ 13.00 $ 11,375.00 $ 25.00 $ 12,608.00 $ (18,813.50) -60%
Sheet1 Johnson & Wales Confidential Page 1