This document analyzes the performance of stocks in the Blue Chip Stock Club portfolio between 1999 and 2002. It shows the initial price paid per share, current price, gains or losses, and percent change for 9 stocks. Overall, the portfolio increased in value from $245,961 to $331,233, a gain of $85,271 or 34%. On average, stocks gained $9,474 per holding, a 79% increase. Intel had the highest return of 515%, while 3M had the largest loss of -60%.

1. FIT1020 3:50 Dwayne A. Williams December 9,2009
Blue Chip Stock Club
Investment Analysis
Date Initial Current Current Percent
Stock Symbol Shares Price Per Initial Cost Price Per Value Gain/Loss
Acquired Gain/Loss
Share Share
3M MMM 6/12/2000 394 $ 79.75 $ 31,421.50 $ 32.00 $ 12,608.00 $ (18,813.50) -59.87%
Catepillar CAT 3/15/2000 750 $ 34.25 $ 25,687.50 $ 40.00 $ 30,000.00 $ 4,312.50 16.79%
Coca Cola KO 8/1/2000 975 $ 58.75 $ 57,281.25 $ 50.00 $ 48,750.00 $ (8,531.25) -14.89%
Du Pont DD 9/12/2001 850 $ 33.13 $ 28,160.50 $ 30.00 $ 25,500.00 $ (2,660.50) -9.45%
General Electric GE 12/8/1999 525 $ 29.50 $ 15,487.50 $ 70.00 $ 36,750.00 $ 21,262.50 137.29%
General Motors GM 10/5/1999 810 $ 37.38 $ 30,277.80 $ 75.00 $ 60,750.00 $ 30,472.20 100.64%
Intel INTC 10/3/2002 875 $ 13.00 $ 11,375.00 $ 80.00 $ 70,000.00 $ 58,625.00 515.38%
Microsoft MSFT 1/15/2002 250 $ 64.35 $ 16,087.50 $ 95.00 $ 23,750.00 $ 7,662.50 47.63%
Wal-Mart WMT 7/9/1999 925 $ 32.63 $ 30,182.75 $ 25.00 $ 23,125.00 $ (7,057.75) -23.38%
Total 6354 $ 382.74 $ 245,961.30 $ 497.00 $ 331,233.00 $ 85,271.70 710.13%
Average 706 $ 42.53 $ 27,329.03 $ 55.22 $ 36,803.67 $ 9,474.63 78.90%
Highest 975 $ 79.75 $ 57,281.25 $ 95.00 $ 70,000.00 $ 58,625.00 515.38%
Lowest 250 $ 13.00 $ 11,375.00 $ 25.00 $ 12,608.00 $ (18,813.50) -59.87%