Chart courtesy of Barchart.com
Because of this correction in Apple, I now became convinced that the portfolio would now be on the losing end of things, but low and behold that would not be the case. So here are the results going into May 6th, 2013:
Portfolio Total Return With Dividends Reinvested: 34.6%
S&P 500 (SPY) With Dividends Reinvested: 32.9%
MasterCard (MA): Price: $553.55, Total Return of 60.1%
Under Armour (UA): Price: $57.71, Total Return of 36.7%
Google (GOOG): Price: $845.72, Total Return of 42.7%
Apple (AAPL): Price: $449.98, Total Return of 12.8%
Amazon (AMZN): Price: $258.05, Total Return of 20.9%
Stats courtesy of Low-Risk Investing
So there you have it, the Five Greats managed to continue to beat the S&P 500. Going forward. I think that the correction in Apple is probably done, but it now may be a company that is no longer in its growth phase, this is a bit concerning and something that I did not see coming this fast, but on a good note the company is committed to increasing their dividends as well as buybacks, this should allow the stock to at the least match the performance of the S&P 500. Once again, even after some corrections, I am still convinced that for the next 3+ years this portfolio should outperform the S&P 500.
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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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