This document analyzes the performance of stocks in the Blue Chip Stock Club portfolio between 1999 and 2009. It shows the initial purchase price and date, current price, cost, value, and gain/loss for each of 9 stocks. Overall, the portfolio saw a gain of $85,284.62 over 10 years, with average and highest gains of $9,476.07 and $58,625 respectively for Intel. The lowest gain was a loss of $18,813.50 for 3M.

1. FIT 1020-3:50-5:45 Jennifer Yuen Dec 9, 2009
BLUE CHIP STOCK CLUB
INVESTMENT ANALYSIS
Initial Current
Price Per Price Per
Stock Symbol Date Acquired Shares share Initial Cost Share Current Value Gain/Loss
3M MMM 6/12/2000 394 $ 79.75 $ 31,421.50 32.00 12608.00 $ (18,813.50)
Caterpillar CAT 3/15/2000 750 $ 34.25 $ 25,687.50 40.00 30000.00 $ 4,312.50
Coca-Cola KO 8/1/2000 975 $ 58.75 $ 57,281.25 50.00 48750.00 $ (8,531.25)
DuPont DD 9/12/2001 850 $ 33.13 $ 28,156.25 30.00 25500.00 $ (2,656.25)
General Electric GE 12/8/1999 525 $ 29.50 $ 15,487.50 70.00 36750.00 $ 21,262.50
General Motors GM 10/5/1999 810 $ 37.38 $ 30,273.75 75.00 60750.00 $ 30,476.25
Intel INTC 1/3/2002 875 $ 13.00 $ 11,375.00 80.00 70000.00 $ 58,625.00
Microsoft MSFT 1/15/2002 250 $ 64.35 $ 16,087.50 95.00 23750.00 $ 7,662.50
Wal-Mart WMT 7/9/1999 925 $ 32.63 $ 30,178.13 25.00 23125.00 $ (7,053.13)
Total 6354 $ 382.74 $ 245,948.38 $ 497.00 $ 331,233.00 $ 85,284.62
Average 706 $ 42.53 $ 27,327.60 $ 55.22 $ 36,803.67 $ 9,476.07
Highest $ 975.00 79.75 $ 57,281.25 $ 95.00 $ 70,000.00 $ 58,625.00
Lowest $ 250.00 $ 13.00 $ 11,375.00 $ 25.00 $ 12,608.00 $ (18,813.50)

2. FIT 1020-3:50-5:45 Jennifer Yuen Dec 9, 2009
Percent
Gain/Loss
-59.87%
16.79%
-14.89%
-9.43%
137.29%
100.67%
515.38%
47.63%
-23.37%
$ 7.10
$ 0.79
$ 5.15
$ (0.60)