| Ticker | Company | Date* | buy/sell | Impact to Portfoliodown | Price Range | (Average)* | Current Price | Change from Average | Comment | Current Shares | Value | % |
| USG | USG Corp. | 30/09/2006 | Add | 0.97% | $45.01 - $51.61 | $48.20 | $51.45 | 7% | Add 156.94% | 16,700,992 | $804,987,814.40 | 25% |
| LOW | Lowe's Companies Inc. | 30/09/2006 | Add | 0.36% | $26.71 - $29.47 | $28.20 | $30.10 | 7% | Add 797.44% | 7,000,000 | $197,400,000.00 | 6% |
| NKE | Nike Inc. | 30/09/2006 | Add | 0.27% | $76.22 - $88.3 | $80.30 | $96.87 | 21% | Add 61.64% | 4,000,000 | $321,200,000.00 | 10% |
| IRM | Iron Mountain Inc. | 30/09/2006 | Add | 0.09% | $34.41 - $43.63 | $39.20 | $43.12 | 10% | Add 20.04% | 6,031,900 | $236,450,480.00 | 7% |
| JNJ | Johnson & Johnson | 30/06/2006 | add | $57.14 - $61.32 | $59.10 | $66.20 | 12% | 24,588,800 | $1,453,198,080.00 | 45% | ||
| IRM | Iron Mountain Inc. | 30/06/2006 | Add | 0.13% | $35.82 - $40.2 | $37.90 | $43.12 | 14% | Add 44.25% | 5,024,700 | $190,436,130.00 | 6% |
From the above, I sum up all total market value (product average price and number of shares purchased) and determine the percentage. So 45% of his recent purchased was Johnson & Johnson. Tomorrow I will try to get its financial data from the web and analyse its value. Most of the method will be based on this book :
The Warren Buffett Way, Second Edition
