This document analyzes the performance of 9 stocks in the Blue Chip Stock Club's investment portfolio between 1999-2002. It shows the initial price paid per share, total cost, current price per share, current value, gain/loss in dollars and as a percentage for each stock and in total. Overall, the portfolio gained $85,271.70 (a 710.13% return) with the highest return of 515.38% for Intel and the largest loss of -59.87% for 3M. The average stock gained 78.90% with a average initial investment of $27,329.03 per stock.

1. FIT 1020-350 Xiang Zhou Dec.8.2009
BLUE CHIP STOCK CLUB
INVESTMENT ANALYSIS
Date Initial Price Current Price Percent
Stock Symbol Acquired shares Per 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%
Dupont 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 18/3/2002 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%
Totals 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%