STOCK MARKET PERFORMANCE SPREADSHEET/TEAM INVESTMENT PURCHASE INFORMATION COMPANY
INDUSTRY
STOCK EXCHANGE
TICKER
BETA
EPS
NOTE: 1) Total Investment Principle CANNOT EXCEED US$1.0 M for the 5 companies. 2) Each company can have a larger or smaller investment principle than the o
SPREADSHEET/TEAM NAME:
SE INFORMATION PER
TOTAL PURCHAS NUMBER OF E PRICE INVESTMENT SHARES PER PRINCIPLE PURCHASE SHARE (US$) D (US$)
TOTAL INVESTMEN T PRINCIPLE
5 companies. investment principle than the other companies.
###
SHARE PRICE TREN INVESTMENT PURCHASE INFORMATION COMPANY
STOCK EXCHANGETICKER
Mcdonald
NYSE
MCD
Pfizer
NYSE
IBM
SHARES
PRINCIPLE
2,634
150,000
PFE
15,244
250,000
NYSE
IBM
2,478
300,000
Nike
NYSE
NIKE
3,411
200,000
Disney
NYSE
DIS
3,616
150,000
TOTAL PRINCIPLE $1,000,000
ARE PRICE TREND: 11 WEEK MOVEMENT Week of 9/21 DATE
PRICE
Week of 9/28
PRINCIPLE
DATE
PRICE
PRINCIPLE
09월25일
56.95
150,006.30
57.17
150,585.78
09월25일
16.4
250,001.60
16.57
252,593.08
09월25일
121.08
300,036.24
119.33
295,699.74
09월25일
58.04
197,974.44
60.09
204,966.99
09월25일
27.65
99,982.40
28.23
102,079.68
TOTAL PRINCIPLE GAIN/LOSS
998,000.98 TOTAL PRINCIPLE GAIN/LOSS
1,005,925.27 0.794%
Week of 10/05 DATE
PRICE
Week of 10/12
PRINCIPLE
DATE
PRICE
PRINCIPLE
Oct, 09 2009
56.7
149,347.80 Oct, 16 2009
58.9
155,142.60
Oct, 09 2009
16.92
257,928.48 Oct, 16 2009
17.74
270,428.56
Oct, 09 2009
125.93
312,054.54 Oct, 16 2009
122.37
303,232.86
Oct, 09 2009
63.59
216,905.49 Oct, 16 2009
64.95
221,544.45
Oct, 09 2009
28.64
103,562.24 Oct, 16 2009
29.05
150,044.80
TOTAL PRINCIPLE GAIN/LOSS
1,039,798.55 4.19%
TOTAL PRINCIPLE GAIN/LOSS
1,100,393.27 10.26%
Week of 10/19 DATE
PRICE
Week of 10/26
PRINCIPLE
DATE
PRICE
PRINCIPLE
Oct, 23 2009
59.17
155,853.78 Oct, 26 2009
58.77
154,800.18
Oct, 23 2009
17.24
262,806.56 Oct, 26 2009
17.11
260,824.84
Oct, 23 2009
121.45
300,953.10 Oct, 26 2009
121
299,838
Oct, 23 2009
63.72
217,348.92 Oct, 26 2009
62.58
213,460.38
Oct, 23 2009
28.95
104,683.20 Oct, 26 2009
27.83
100,633.28
TOTAL PRINCIPLE GAIN/LOSS
1,041,645.56 4.37%
TOTAL PRINCIPLE GAIN/LOSS
1,029,556.68 3.16%
Week of 11/02 DATE
PRICE
Nov, 06 2009
61.72
Nov, 06 2009
16.96
Nov, 06 2009
123.49
Nov, 06 2009 Nov, 06 2009
INVESTMENT PURCHASE INFORMATION
PRINCIPLE
COMPANY STOCK EXCHANGE TICKER NYSE
MCD
258,538.24 Daum
KDQ
35720
306,008.22 IBM
NYSE
IBM
64.56
220,214.16 Nike
NYSE
NIKE
28.56
103,272.96 LG Display NYSE
TOTAL PRINCIPLE GAIN/LOSS
162,570 Mcdonald
1,050,604 5.27%
LPL TOTAL PRINCIPLE
CHASE INFORMATION SHARES
Week of 11/09
PRINCIPLE
DATE
PRICE
PRINCIPLE
2,634
162,570 Nov,10 2009
62.28
164,045.52
5,393
261,811 Nov,10 2009
48.54
261,776.20
2,478
306,008 Nov,10 2009
125.96
312,128.88
3,411
220,214 Nov,10 2009
64.47
219,907.17
7,794
100,000 Nov,10 2009
12.83
99,997.02
AL PRINCIPLE
$1,050,604
TOTAL PRINCIPLE
1,057,854.79
GAIN/LOSS
5.997%
Week of 11/16 DATE
PRICE
Week of 11/23 PRINCIPLE
DATE
PRICE
PRINCIPLE
NOV,17 2009
63.57
167,443.38 NOV, 24 2009
64.22
169,155.48
NOV,17 2009
52.55
283,402.15 NOV, 24 2009
56.09
302,493.37
NOV,17 2009
128.63
318,745.14 NOV, 24 2009
127.93
317,010.54
NOV,17 2009
64.96
221,578.56 NOV, 24 2009
64.52
220,077.72
NOV,17 2009
13.73
107,011.62 NOV, 24 2009
14.1
109,895.40
TOTAL PRINCIPLE GAIN/LOSS
### 10.04%
TOTAL PRINCIPLE GAIN/LOSS
1,118,632.51 12.09%
Week of 11/30 DATE
PRICE
PRINCIPLE
DEC, 1 2009
63.54
167,364.36
DEC, 1 2009
57.73
311,337.89
DEC, 1 2009
127.94
317,035.32
DEC, 1 2009
65.38
223,011.18
DEC, 1 2009
14.85
115,740.90
TOTAL PRINCIPLE GAIN/LOSS
1,134,489.65 13.68%
INVESTMENT PERFORMANCE C
T PERFORMANCE CHARTS