This document analyzes the performance of stocks in the Blue Chip Stock Club's investment portfolio between 1999 and 2009. It shows the initial price paid per share when each stock was acquired, the current price per share, the dollar gain or loss, and the percentage gain or loss for 9 individual stocks and in total. Overall, the portfolio gained $85,271.70 (71% gain) over the period. The best performing stock was Intel with a 515% gain, while the worst was 3M with a 60% loss.

1. FIT1020 A. Desjardins December 9,2009
Blue Chip Stock Club
Investment Analysis
Initial
Date Price Per Current Price Percent
Stock Symbol Acquired Shares Share Initial cost Per Share Current Value Gain/loss gain/loss
3M MMM 6/12/2000 394 $79.75 $31,421.50 $32.00 $12,608.00 $(18,813.50) -59.87%
Caterpillar 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%
DuPoint 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%