Sunday, October 6, 2013

The Five Greatest Stocks Update For October 2013

Almost two years ago I decided to select what I thought were the five greatest stocks for the next five yearsthese five at the time were the leading examples of growth and brand recognition. Have things changed in just less than two years? Let's look at the portfolio performance from November 2011 to now. All total returns include dividends.

Amazon (AMZN), $319.04: Total Return of 49.5%

Apple (AAPL), $483.03: Total Return of 22.7%

Google (GOOG), $872.35: Total Return of 47.2%

MasterCard (MA), $673.33: Total Return of 94.4%

Under Armour (UA), $81.11: Total Return of 92.2%

The Total Return of the Portfolio is 61.3%
The Total Return of the S&P 500 (SPY) is 40.5%

Stats and chart courtesy of low-risk-investing.

So there you have it, these five great stocks continue to outperform the S&P despite the rather lackluster returns of Apple. This shows that during strong markets, strong brand companies with growing sales and earnings can produce out-sized returns. Apple's stock price continues to struggle and is slowly becoming less of a growth stock and more of a dividend stock like similar tech companies such as Oracle (ORCL) and Microsoft (MSFT). Only time will tell whether this will be a good or bad thing for Apple shareholders.

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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  1. Very nice Joe! I'm surprised to see MA leading over UA, long both anyway . . .

  2. Yes, it did kind of surprise me too, but as we both know quality is key, though I believe Apple is still a quality company...I am a bit worried that it will lag going forward.