Saturday, May 31, 2014

The Five Greatest Stocks Update-May 2014

We are now past the half way point of the The Five Greatest Stocks for Next Five Years article that I wrote back in 2011, so I figured an update was overdue. The portfolio as a whole continues to do well even with the rather lackluster performance of Amazon (AMZN) as of late. Once again, I am confident that the portfolio will continue to outshine the S&P 500 going forward.

Amazon (AMZN), $312.55: Total Return of 46.4%.

Apple (AAPL), $633: Total Return of 63.6%.

Google (GOOGL): $571.65: Total Return of 92.7%.

MasterCard (MA), $76.45: Total Return of 122.1%.

Under Armour (UA), $50.79: Total Return of 140.7%.

The Total Return of The Five Greats Portfolio was 93.1%.

The Total Return of The S&P 500 (SPY) was 61.8%.

Stats and chart courtesy of low-risk-investing.

Special note: I have been questioned many times from my followers and readers on how exactly can a small investor invest in these five stocks when the prices of the shares are so high. The simple solution is to use the investment services of Motif Investingwhere a small investor can create their own portfolio of up to 30 stocks with a minimum investment of $250.

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.


  1. I'd really like to own UA at some point. They just haven't exactly fit my style yet but I don't mind owning a couple of growth companies like V that pay smalller dividends.

    How do you like Motif? I've made a few purchases in my account already, so far I like it.


  2. Allan, believe it or not I have not pulled the trigger on a "Motif", I did reach out to them however to explain pricing and they were very informative. I believe that they do not re-invest dividends automatically, but you would have to verify with them...I will say that I absolutely love the ideas of creating your own Motif and I think in the coming year I may just take a dip. Thanks for the comment and the great blog, I read it every week.

    Happy Thanksgiving,