| A | B | C | D | E | F | G | ||
|---|---|---|---|---|---|---|---|---|
1 | Company | Ticker | Amt Invested per Yr | Total Amt Invested | Total Return after 9.6 Yrs | Total Return per Yr | 10/07 to 4/09 Change in Price | |
2 | Exxon Mobil | XOM | 1,600.00 | 15,600.00 | 25,293.00 | 8.8% | -26.3% | |
3 | Wal-Mart | WMT | 1,600.00 | 15,600.00 | 20,294.00 | 5% | 18.8% | |
4 | Johnson&Johnson | JNJ | 1,600.00 | 15,600.00 | 19,819.00 | 4.6% | -19.8% | |
5 | Norfolk Southern | NSC | 1,600.00 | 15,600.00 | 34,460.00 | 13.7% | -33.8% | |
6 | NextEra Energy | NEE | 1,600.00 | 15,600.00 | 25,466.00 | 8.9% | -17.8% | |
7 | Sub-total | 8,000.00 | 78,000.00 | 125,332.00 | 8.65% | -15.8% | ||
8 | ||||||||
9 | Newmont Mining | NEM | 1,600.00 | 15,600.00 | 22,961.00 | 7.2% | 1.03% | |
10 | Gold price/oz | 19.6% | 24.2% | |||||
11 | ||||||||
12 | Vanguard S&P 500 Index Fund | VFINX | 1,200.00 | 11,700.00 | 14,848.00 | 4.6% | -47.6% | |
13 | ||||||||
14 | CPI inflation | 2.3% | ||||||
15 | ||||||||
16 | Inflation-protected Savings Bonds | ISB | 1,200.00 | 11,700.00 | 14,278.00 | 3.9% | ||
17 |