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Chicks' Portfolio
as of 8/20/047 | Portfolio
Archive
»
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 |
|
# SHARES |
|
ORIGINAL COST |
WORTH TODAY |
% CHANGE |
| APOLLO
GROUP (APOL) |
|
27 |
|
$1,798.47 |
$1,959.39 |
8.95% |
| BERKSHIRE
B (BRK.B) |
|
5 |
|
$11,784.95 |
$14,470.00 |
22.78% |
| BIOMET
(BMET) |
|
65 |
|
$1,801.15 |
$2,960.10 |
64.35% |
| COCA-COLA
(KO) |
|
30 |
|
$1,917.30 |
$1,326.30 |
-30.82% |
| GENL
ELECTRIC (GE) |
|
70 |
|
$2,944.40 |
$2,285.50 |
-22.38% |
| H&R
BLOCK (HRB) |
|
70 |
|
$3,179.00 |
$3,513.30 |
10.52% |
| KRAFT
FOODS (KFT) |
|
60 |
|
$1,711.20 |
$1,883.40 |
10.06% |
| NOKIA
CORP ADS (NOK) |
|
72 |
|
$1,537.36 |
$856.80 |
-44.26 |
| ORACLE
CORP (ORCL) |
|
80 |
|
$1,563.75 |
$824.80 |
-47.26% |
| MEDTRONIC
(MDT) |
|
76 |
|
$3,441.02 |
$3,783.28 |
9.95% |
| PFIZER,
INC (PFE) |
|
60 |
|
$1,992.23 |
$1,904.40 |
-4.40% |
| S&P
DEPOSITORY (SPY) |
|
94 |
|
$10,571.24 |
$10,285.12 |
-1.76% |
| WALGREEN (WAG) |
|
51 |
|
$1,827.84 |
$1,887.00 |
3.24% |
| YANKEE
CANDLE (YCC) |
|
100 |
|
$1,960.00 |
$2,927.00 |
49.34% |
TOTALS
Current Portfolio Value (including cash): $50,966.39
Return: 6.11%
S&P Return:
1.27% |
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