Over two years ago I decided to select what I thought were the five greatest stocks for the next five years; these five at the time were the leading examples of growth and brand recognition. Have things changed in just bit over two years? Let's look at the portfolio performance from November 2011 to the end of December 2013. All total returns include dividends.
Amazon (AMZN), $398.79: Total Return of 86.8%
Apple (AAPL), $561.02: Total Return of 43.3%
Google (GOOG), $1,120.71: Total Return of 89.1%
MasterCard (MA), $835.46: Total Return of 142.1%
Under Armour (UA), $87.30: Total Return of 106.8%
The Total Return of the Portfolio is 93.6%
The Total Return of the S&P 500 (SPY) is 54.4%
Stats and chart courtesy of low-risk-investing.
So there you have it, these five great stocks continue to outperform the S&P despite Apple continuing to slightly lag the market. This shows that during strong markets, strong brand companies with growing sales and earnings can produce out-sized returns. Apple's stock price is beginning to make a strong comeback since my last update and I am sure is going to become one of the great dividend growth stocks going forward.
In conclusion, I once again am feeling pretty confident that going forward these five stocks will continue to beat the S&P 500.
Disclaimer: All articles are written as an opinion of the writer or writers. The contributors on this website are not professional investment advisors. These articles are written to share investing ideas that may be of interest to the reader. Always seek the advice of a professional investment advisor before investing.