Thursday, January 1, 2015

The Five Greatest Stocks Update-Year End 2014

Before I share the performance numbers of the The Five Greatest Stocks for the Next Five Years, I would like to wish everyone a Happy New Year. Today I am going to show how well the Five Greats performed against the S&P 500 since October of 2011 when I first started tracking it as well as how the portfolio performed this year.  Please note the prices reflect splits and total returns include dividends reinvested. So, without further ado...

Amazon (AMZN), $310.35: Total Return of 45.4%.

Apple (AAPL), $110.38: Total Return of 101.6%.

Google (GOOGL): $530.66: Total Return of 78.9%.

MasterCard (MA), $86.16: Total Return of 151.1%.

Under Armour (UA), $67.90: Total Return of 221.8%.

The Total Return of The Five Greats Portfolio was 119.7%.

The Total Return of the S&P 500 (SPY) was 75.2%.

The Total Return of The Five Greats-2014 was 14.5%

The Total Return of the S&P 500-2014 was 13.5%

Well, the portfolio as a whole continues to perform well versus the S&P 500 since 2011, but what is a bit surprising is that it actually eked out better gains for the year versus the Index.

Stats and charts courtesy of low-risk-investing.

In conclusion, these five great companies continue to be strong and well positioned in their industries, I continue to believe that the portfolio as a whole will continue to out-perform the S&P 500 going forward.

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.

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