- The document analyzes the performance of a blue chip stock investment club portfolio from 2008-2009. It shows the initial investments, current prices and values, and overall gain or loss for each of 9 stocks. - Overall the portfolio is up 85,271.70 from the initial investment of 245,961.30, a gain of 34.65%. However, performance varied widely among individual stocks, with gains as high as 515% and losses as deep as -59%. - The best performing stocks were Intel, up 515%, and General Electric, up 137%, while the worst were 3M, down -59%, and Caterpillar, down -14%.

1. Gain/Loss
-4% -6%
5% -2%
2% -1%
15% MMM
CAT
KO
DD
GE
GM
INTC
MSFT
11% WMT
56%

2. BLUE CHIP STOCK
INVESTMENT ANALYS
Stock Symbol Date Acquired Shares Initial Price Per Share
3M MMM 6/12/2009 394 $ 79.75
Caterpillar CAT 3/15/2009 750 $ 34.25
Coca-Cola KO 8/1/2009 975 $ 58.75
Dupont DD 9/12/2008 850 $ 33.13
General Electric GE 12/8/2008 525 $ 29.50
General Motors GM 10/5/2008 810 $ 37.38
Intel INTC 10/3/2009 875 $ 13.00
Microsoft MSFT 1/15/2009 250 $ 64.35
Wal-Mart WMT 7/9/2009 925 $ 32.63
Total 6354 $ 382.74
Average 706 $ 42.53
Highest 975 $ 79.75
Lowest 250 $ 13.00

3. UE CHIP STOCK CLUB
INVESTMENT ANALYSIS
Initial Cost Current Price Per Shares Current Value Gain/Loss
$ 31,421.50 $ 32.00 $ 12,608.00 $ (18,813.50)
$ 25,687.50 $ 40.00 $ 30,000.00 $ 4,312.50
$ 57,281.25 $ 50.00 $ 48,750.00 $ (8,531.25)
$ 28,160.50 $ 30.00 $ 25,500.00 $ (2,660.50)
$ 15,487.50 $ 70.00 $ 36,750.00 $ 21,262.50
$ 30,277.80 $ 75.00 $ 60,750.00 $ 30,472.20
$ 11,375.00 $ 80.00 $ 70,000.00 $ 58,625.00
$ 16,087.50 $ 95.00 $ 23,750.00 $ 7,662.50
$ 30,182.75 $ 25.00 $ 23,125.00 $ (7,057.75)
$ 245,961.30 $ 497.00 $ 331,233.00 $ 85,271.70
$ 27,329.03 $ 55.22 $ 36,803.67 $ 9,474.63
$ 57,281.25 $ 95.00 $ 70,000.00 $ 58,625.00
$ 11,375.00 $ 25.00 $ 12,608.00 $ (18,813.50)

4. Percent Gain/Loss
-59.87%
16.79%
-14.89%
-9.45%
137.29%
100.64%
515.38%
47.63%
-23.38%