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Investment Strategy 2009
- 2. Strategy 1 Fixed Number of shares per Company Jatin Mehta Company Symbols Number of Shares [A] Stock Price On Date November 11 2008 [B] Total Value $ [A] * [B] AA 50 $8.16 $408.00 AXP 50 $18.74 $937.00 BA 50 $37.48 $1,874.00 BAC 50 $13.06 $653.00 C 50 $6.40 $320.00 CAT 50 $33.87 $1,693.50 CVX 50 $70.61 $3,530.50 DD 50 $24.26 $1,213.00 DIS 50 $19.94 $997.00 GE 50 $14.45 $722.50 GM 50 $2.79 $139.50 HD 50 $19.76 $988.00 HPQ 50 $33.03 $1,651.50 IBM 50 $75.97 $3,798.50 INTC 50 $12.49 $624.50 JNJ 50 $58.12 $2,906.00 JPM 50 $28.47 $1,423.50 KFT 50 $25.99 $1,299.50 KO 50 $42.27 $2,113.50 MCD 50 $55.44 $2,772.00 MMM 50 $58.77 $2,938.50 MRK 50 $25.31 $1,265.50 MSFT 50 $18.29 $914.50 PFE 50 $15.56 $778.00 PG 50 $62.27 $3,113.50 T 50 $25.23 $1,261.50 UTX 50 $45.99 $2,299.50 VZ 50 $26.94 $1,347.00 WMT 50 $51.00 $2,550.00 XOM 50 $73.42 $3,671.00 Date November 11 2008 Grand Total $ 50,204.00 DOW Industrial Index 7997
- 4. Strategy 1 Fixed Number of shares per Company Jatin Mehta Company Symbols Number of Shares [A] Stock Price On Date December 26 2008 [B] Total Value $ [A] * [B] AA 50 $9.78 $489.00 AXP 50 $17.91 $895.50 BA 50 $40.53 $2,026.50 BAC 50 $13.36 $668.00 C 50 $6.73 $336.50 CAT 50 $42.72 $2,136.00 CVX 50 $70.35 $3,517.50 DD 50 $24.98 $1,249.00 DIS 50 $22.18 $1,109.00 GE 50 $15.97 $798.50 GM 50 $3.66 $183.00 HD 50 $23.56 $1,178.00 HPQ 50 $34.97 $1,748.50 IBM 50 $81.33 $4,066.50 INTC 50 $14.18 $709.00 JNJ 50 $58.56 $2,928.00 JPM 50 $29.80 $1,490.00 KFT 50 $26.64 $1,332.00 KO 50 $44.58 $2,229.00 MCD 50 $61.06 $3,053.00 MMM 50 $55.74 $2,787.00 MRK 50 $29.00 $1,450.00 MSFT 50 $19.13 $956.50 PFE 50 $17.10 $855.00 PG 50 $60.53 $3,026.50 T 50 $27.94 $1,397.00 UTX 50 $51.13 $2,556.50 VZ 50 $33.19 $1,659.50 WMT 50 $55.35 $2,767.50 XOM 50 $77.19 $3,859.50 December 26 2008 Grand Total $53,457.50 DOW Industrial Index 8515
- 5. Strategy 2 Fixed Dollar amount per Company $2000 Jatin Mehta Company Symbols Number of Shares [A] Stock Price On Date November 11 2008 [B] Total Value $ [A] * [B] AA 245 $8.16 $1,999.20 AXP 106 $18.74 $1,986.44 BA 53 $37.48 $1,986.44 BAC 153 $13.06 $1,998.18 C 312 $6.40 $1,996.80 CAT 59 $33.87 $1,998.33 CVX 28 $70.61 $1,977.08 DD 82 $24.26 $1,989.32 DIS 100 $19.94 $1,994.00 GE 138 $14.45 $1,994.10 GM 716 $2.79 $1,997.64 HD 101 $19.76 $1,995.76 HPQ 60 $33.03 $1,981.80 IBM 26 $75.97 $1,975.22 INTC 160 $12.49 $1,998.40 JNJ 34 $58.12 $1,976.08 JPM 70 $28.47 $1,992.90 KFT 76 $25.99 $1,975.24 KO 47 $42.27 $1,986.69 MCD 36 $55.44 $1,995.84 MMM 34 $58.77 $1,998.18 MRK 79 $25.31 $1,999.49 MSFT 109 $18.29 $1,993.61 PFE 128 $15.56 $1,991.68 PG 32 $62.27 $1,992.64 T 79 $25.23 $1,993.17 UTX 43 $45.99 $1,977.57 VZ 74 $26.94 $1,993.56 WMT 39 $51.00 $1,989.00 XOM 27 $73.42 $1,982.34 Date November 11 2008 Grand Total $59,706.70 DOW Industrial Index 7997
- 7. Strategy 2 Fixed Dollar amount per Company $2000 Jatin Mehta Company Symbols Number of Shares [A] Stock Price On Date December 26 2008 [B] Total Value $ [A] * [B] AA 245 $9.78 $2,396.10 AXP 106 $17.91 $1,898.46 BA 53 $40.53 $2,148.09 BAC 153 $13.36 $2,044.08 C 312 $6.73 $2,099.76 CAT 59 $42.72 $2,520.48 CVX 28 $70.35 $1,969.80 DD 82 $24.98 $2,048.36 DIS 100 $22.18 $2,218.00 GE 138 $15.97 $2,203.86 GM 716 $3.66 $2,620.56 HD 101 $23.56 $2,379.56 HPQ 60 $34.97 $2,098.20 IBM 26 $81.33 $2,114.58 INTC 160 $14.18 $2,268.80 JNJ 34 $58.56 $1,991.04 JPM 70 $29.80 $2,086.00 KFT 76 $26.64 $2,024.64 KO 47 $44.58 $2,095.26 MCD 36 $61.06 $2,198.16 MMM 34 $55.74 $1,895.16 MRK 79 $29.00 $2,291.00 MSFT 109 $19.13 $2,085.17 PFE 128 $17.10 $2,188.80 PG 32 $60.53 $1,936.96 T 79 $27.94 $2,207.26 UTX 43 $51.13 $2,198.59 VZ 74 $33.19 $2,456.06 WMT 39 $55.35 $2,158.65 XOM 27 $77.19 $2,084.13 Date December 26 2008 Grand Total $64,925.57 DOW Industrial Index 8515
![Strategy 1 Fixed Number of shares per Company Jatin Mehta Company Symbols Number of Shares [A] Stock Price On Date November 11 2008 [B] Total Value $ [A] * [B] AA 50 $8.16 $408.00 AXP 50 $18.74 $937.00 BA 50 $37.48 $1,874.00 BAC 50 $13.06 $653.00 C 50 $6.40 $320.00 CAT 50 $33.87 $1,693.50 CVX 50 $70.61 $3,530.50 DD 50 $24.26 $1,213.00 DIS 50 $19.94 $997.00 GE 50 $14.45 $722.50 GM 50 $2.79 $139.50 HD 50 $19.76 $988.00 HPQ 50 $33.03 $1,651.50 IBM 50 $75.97 $3,798.50 INTC 50 $12.49 $624.50 JNJ 50 $58.12 $2,906.00 JPM 50 $28.47 $1,423.50 KFT 50 $25.99 $1,299.50 KO 50 $42.27 $2,113.50 MCD 50 $55.44 $2,772.00 MMM 50 $58.77 $2,938.50 MRK 50 $25.31 $1,265.50 MSFT 50 $18.29 $914.50 PFE 50 $15.56 $778.00 PG 50 $62.27 $3,113.50 T 50 $25.23 $1,261.50 UTX 50 $45.99 $2,299.50 VZ 50 $26.94 $1,347.00 WMT 50 $51.00 $2,550.00 XOM 50 $73.42 $3,671.00 Date November 11 2008 Grand Total $ 50,204.00 DOW Industrial Index 7997](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)