The document analyzes the performance of 9 stocks in the Blue Chip Stock Club's portfolio between 2008-2009. It shows the initial purchase price and current price of each stock, calculating the dollar and percentage gain or loss. Overall the portfolio value increased 34.77% with Microsoft and Intel achieving the highest returns over 500%, while General Motors had the largest loss of -59.87%.

1. Gain/Loss
16.79%
-14.89%
-23.38% -9.45%
49.18%
-59.87%
137.29%
100.64%
515.38%
3M Caterpillar Coca-Cola Dupont General Electric General Motors Intel Microsoft Wal-Mart

2. Blue Chip Stock Club
Investment Analysis
Initial Current
Date Price Per Price Per
Stock Symbol Aquired Shares Share Initial Cost Share
3M MMM 6/12/2009 394 $ 79.75 $ 31,421.50 $ 32.00
Caterpillar CAT 3/15/2009 750 $ 34.25 $ 25,687.50 $ 40.00
Coca-Cola KO 8/1/2009 975 $ 58.75 $ 57,281.25 $ 50.00
Dupont DD 9/12/2008 850 $ 33.13 $ 28,160.50 $ 30.00
General Electric GE 12/8/2008 525 $ 29.50 $ 15,487.50 $ 70.00
General Motors GM 10/5/2008 810 $ 37.38 $ 30,277.80 $ 75.00
Intel INTC 10/3/2009 875 $ 13.00 $ 11,375.00 $ 80.00
Microsoft MSFT 1/15/2009 250 $ 64.35 $ 16,087.50 $ 96.00
Wal-Mart WMT 7/9/2009 925 $ 32.63 $ 30,182.75 $ 25.00
Total 6354 $ 382.74 $ 245,961.30 $ 498.00
Average 706 $ 42.53 $ 27,329.03 $ 55.33
Highest 975 $ 79.75 $ 57,281.25 $ 96.00
Lowest 250 $ 13.00 $ 11,375.00 $ 25.00

3. b
Percent
Current Value Gain/Loss Gain/Loss
$ 12,608.00 $ (18,813.50) -59.87%
$ 30,000.00 $ 4,312.50 16.79%
$ 48,750.00 $ (8,531.25) -14.89%
$ 25,500.00 $ (2,660.50) -9.45%
$ 36,750.00 $ 21,262.50 137.29%
$ 60,750.00 $ 30,472.20 100.64%
$ 70,000.00 $ 58,625.00 515.38%
$ 24,000.00 $ 7,912.50 49.18%
$ 23,125.00 $ (7,057.75) -23.38%
$ 331,483.00 $ 85,521.70 34.77%
$ 36,831.44 $ 9,502.41 79.08%
$ 70,000.00 $ 58,625.00 515.38%
$ 12,608.00 $ (18,813.50) -59.87%