Chicks' Portfolio
as of 2/5/01 | Portfolio
Archive
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Since September 1998 the Chicks have bought a stock every three months.
The numbers below indicate how well their portfolio has done, along with
comparisons to the S&P 500.
STOCK |
PURCHASE |
# SHARES |
COST/SHARE |
ORIGINAL
COST |
WORTH
TODAY |
% CHANGE |
CHANGE IN
S&P500 |
| AMERICA
ONLINE (AOL) |
12/1/98 |
72 |
21.493 |
$1,547.48 |
$1,303.20 |
-15.79% |
-7.72% |
| BERKSHIRE
B (BRK.B) |
4/18/02 |
4 |
2,345 |
$9,380.00 |
$9,796.00 |
4.43% |
-3.69% |
| BIOMET
(BMET) |
4/22/02 |
65 |
27.71 |
$1,801.15 |
$1,841.45 |
2.24% |
-3.61% |
| CISCO
SYSTEMS (CSCO) |
3/10/99 |
38 |
26.29 |
$999.01 |
$501.72 |
-48.88% |
-15.72% |
| COCA-COLA
CO (KO) |
10/4/98 |
30 |
63.908 |
$1,917.23 |
$1,695.00 |
-11.59% |
8.17% |
| GENL
ELECTRIC (GE) |
3/3/00 |
30 |
47.158 |
$1,414.73 |
$943.50 |
-33.32% |
-23.04% |
| GENL
ELECTRIC (GE) |
12/4/01 |
40 |
38.24 |
$1,529.73 |
$1,258.00 |
-17.76% |
-4.01% |
| NOKIA
CORP ADS (NOK) |
8/30/99 |
72 |
21.352 |
$1,537.36 |
$1,099.44 |
-28.49% |
-18.09% |
| ORACLE
CORP (ORCL) |
12/7/99 |
80 |
19.55 |
$1,563.75 |
$649.60 |
-58.46% |
-23.04% |
| MEDTRONIC
(MDT) |
6/4/01 |
34 |
43.48 |
$1,481.73 |
$1,488.52 |
0.46% |
-14.41% |
| PFIZER,
INC (PFE) |
10/4/98 |
60 |
33.204 |
$1,992.23 |
$2,206.80 |
10.77% |
8.17% |
| S&P
DEPOSITORY (SPY) |
4/18/02 |
94 |
112.46 |
$10,571.24 |
$10,126.62 |
-4.21% |
-3.69% |
TOTALS
Current Portfolio Value (including cash): $35,338.07
Total Invested:
$43,389.00
Return: -18.56%
S&P Return:
-15.43%*
|
*Return portfolio would have had if Chicks had
purchased the S&P Index instead of the individual stocks they
purchased along the way. |
|
