I have not updated the performance
numbers for the Five Greatest Stocks for The Next Five Years portfolio that I
created back in late October of 2011 in a while, So here are the updated
results as of September 28th. Dates cover November 2011 to September 30,
2012.
Portfolio Total return with
dividends reinvested: 31.9%
S&P 500 with dividends
reinvested: 15%
UA: Price: $55.83, Total Return: 36.09%.
GOOG: Price: $754.50, Total
Return: 30.39%.
MA: Price: $451.58, Total Return:
35.05%.
AAPL: Price: $667.10, Total Return:
68.24%.
AMZN: Price: $254.32, Total
Return: 19.90%.
As you can see, the portfolio has
performed rather well against the S&P 500. I continue to believe that these
five stocks will continue to beat the overall market going forward, but would
recommend each investor to monitor these companies and encourage them to take
profits if need be. I have added a link here to see a chart of the stocks
compared to the S&P 500. Performance numbers courtesy of Low-Risk Investing.
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.
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