1. The Investment Project: Portfolio By: Jackie Stewart

2. My Investments Stock: Stock: Nationwide Health Properties Inc. (NHP) Nationwide Health Properties Inc. (NHP) Invested $5,000 Invested $5,000 Mutual Fund: Mutual Fund: Calamos Evolving World Growth I (CNWIX) Calamos Evolving World Growth I (CNWIX) Invested $5,000 Invested $5,000

3. STOCK – Nationwide Health Properties Inc. (NHP) Invested $5,000 Invested $5,000 Bought 266.24 shares costing $18.78 each on 12/1/08 Bought 266.24 shares costing $18.78 each on 12/1/08 Received dividends of $0.44 on 2/11, 5/13, 8/12, and 11/10 Received dividends of $0.44 on 2/11, 5/13, 8/12, and 11/10 Sold them on 12/1/09 for $34.07 each Sold them on 12/1/09 for $34.07 each Total= $9,070.80 Total= $9,070.80 Money Gain= $4,070.80 Money Gain= $4,070.80

4. NHP Chart

5. MUTUAL FUND - Calamos Evolving World Growth I (CNWIX) Invested $5,000 Invested $5,000 Bought 766.87 shares for $6.52 each on December 1, 2008 Bought 766.87 shares for $6.52 each on December 1, 2008 Received dividend of $0.067 on 12/18 Received dividend of $0.067 on 12/18 Sold them for $11.13 on December 1, 2009 Sold them for $11.13 on December 1, 2009 Total= $8,353.26 Total= $8,353.26 Money Gain= $3,535.26 Money Gain= $3,535.26

6. CNWIX Chart

7. NHP vs. CNWIX NHP NHP gained $4,070.80 gained $4,070.80 CNWIX CNWIX gained $3,535.26 gained $3,535.26 NHP stock gained $535.54 more than CNWIX mutual fund NHP stock gained $535.54 more than CNWIX mutual fund

8. NHP vs. CNWIX Chart

9. Results I split my $10,000 into a stock and a mutual fund I split my $10,000 into a stock and a mutual fund Both investments did very well Both investments did very well After one year I cashed in my investments and I had $17,606.06 which means I gained $7,606.06 After one year I cashed in my investments and I had $17,606.06 which means I gained $7,606.06

10. Works Cited www.finance.yahoo.com www.finance.yahoo.com www.finance.yahoo.com www.wikinvest.com www.wikinvest.com www.wikinvest.com www.morningstar.com www.morningstar.com www.morningstar.com