| A | B | C | D | E | F | G | ||
|---|---|---|---|---|---|---|---|---|
1 | Company | Ticker | Invested/ yr | Total Amt Invested | Total Return after 9.6 yrs | Avg Annual Total Return | 10/07-4/09 Price Change | |
2 | Exxon Mobil | XOM | $600 | $5,850 | $9,485 | 8.8% | -26.3% | |
3 | Johnson & Johnson | JNJ | $600 | $5,850 | $7,432 | 4.6% | -19.8% | |
4 | NextEra Energy | NEE | $1,200 | $11,700 | $19,100 | 8.9% | -17.8% | |
5 | Sub-total: | $2,400 | $23,400 | $36,017 | 7.9% | -20.4% | ||
6 | ||||||||
7 | ||||||||
8 | Inflation-protected Savings Bonds | ISB | $1,200 | $11,700 | $14,278 | 3.9% | ||
9 | ||||||||
10 | ||||||||
11 | Total: | XOM + JNJ +NEE+ISB | $3,600 | $35,100 | $50,295 | 6.7% | ||
12 | ||||||||
13 | ||||||||
14 | Vanguard S&P 500 Index Fund | VFINX | $1,200 | $11,700 | $14,848 | 4.6% | -47.6% | |
15 | ||||||||
16 | BLS Inflation | CPI | 2.3% | |||||
17 |