Important note: The Rate of Return is found by taking the daily gain or loss and dividing by the original investment of $25,000, then multiplying by 100 to put it in percentage terms. You want to know how your investment is doing in terms of the orginal investment NOT in terms of the previous day.
VerizonVZ
DatePrice of StockNo. of SharesValue of StockGain or LossRate of Return
7/7/06$32.71764 2/8$25,000n/a n/a
7/06/07 $41.55 764 2/8 $31,762 +$6,762 +27%
9/06/07 $42.77 764 2/8 $32,687 +$7,687 +30.75%
8/09/08 $34.59 764 2/8 $26,435 +1,435 +5.74%
6/15/10 $29.11 764 2/8 $22,247 -$2,753 -11%
Tyson TSN
DatePrice of StockNo. of SharesValue of StockGain or LossRate of Return
7/7$14.45 1730 1/8$25,000n/an/a
7/06/07 $23.68 1730 1/8 $40,969 $15,969 +64%
9/06/07 $22.09 1730 1/8 $38,218 $13,215 +52.86
08/09/08 $16.31 1730 1/8 $28,218 $3,218 +12.87%
06/15/10 $18.68 1730 1/8 $32,319 +7,218 +28.8%
Speedway SportsTRK
DatePrice of StockNo. of SharesValue of StockGain or LossRate of Return
7/07/06$36.98676 $25,000n/a n/a
7/06/07 $ 676 $40.86 $2,621 +10.48%
08/09/08 $21.26 676 $14,372 -$10,683 -42.51%
06/15/10 $13.99 676 $9,457 -15543 -62.1%
CVS/CaremarkCMX
DatePrice of StockNo. of SharesValue of StockGain or LossRate of Return
7/07/06$30.46 820 6/8 $25,000 n/a n/a
7/06/07 $36.76 820 6/8 $30,170 + 5,170 +20.68%
08/09/08 38.62 820 6/8 $31,697 +6,697 +26.79%
06/15/10 32.21 820 6/8 $26,436 +$1,436 +5.7%
My Stock Performance as of June 15, 2010
Gains+$25,899
Losses -$18,296
Net GAIN: +$7,630
Rate of Return on Investment
+$7,630 dvided by $150,000 X100 =
+5.09%
Not HORRIBLE, considering the last 18 months. The one that did me in was Speedway Sports (owns Texas Motor Speedway among other tracks)... :)