| A | B | C | D | E | F | G | |
|---|---|---|---|---|---|---|---|
1 | Company | Ticker | Monthly Investment | Number of Months | Total Invested | Ending Value | Total Return/Yr |
2 | Exxon Mobil | XOM | $150 | 179 | $26,850 | $54,048 | 7.75% |
3 | 3M | MMM | $150 | 179 | $26,850 | $41,360 | 5.07% |
4 | United Technologies | UTX | $150 | 179 | $26,850 | $59,485 | 8.67% |
5 | Norfolk Southern | NSC | $150 | 179 | $26,850 | $78,419 | 11.20% |
6 | Sub Total | $600 | 179 | $107,400 | $233,312 | 8.48% | |
7 | |||||||
8 | Wal*Mart | WMT | $100 | 179 | $17,900 | $27,491 | 5.00% |
9 | Johnson & Johnson | JNJ | $100 | 179 | $17,900 | $27,100 | 4.85% |
10 | Next Era Energy | NEE | $100 | 179 | $17,900 | $36,133 | 7.78% |
11 | Sub Total | $300 | 179 | $53,700 | $90,724 | 6.02% | |
12 | |||||||
13 | Total | $900 | 179 | $161,100 | $324,036 | 7.74% | |
14 | |||||||
15 | S&P 500 Index ETF | SPY | $200 | 179 | $35,800 | $43,975 | 2.55% |