Seeking Alpha

J. A. Saglimbeni's  Instablog

J. A. Saglimbeni
Send Message
I am a Blue-Collar worker that has been investing for over twenty years. I will invest across all types of investments: Tech, growth, dividends, bonds, & options. I believe that people can invest on their own and in due time can build a portfolio of stocks that will easily surpass many... More
My blog:
Access Not Denied!
  • The Five Greatest Stocks Update For May 2013 1 comment
    May 4, 2013 3:22 PM | about stocks: AAPL, MA, UA, GOOG, AMZN, SPY

    When I originally wrote my post on The Five Greatest Stocks For The Next Five Years back in October of 2011, I really thought that these five great stocks would basically trounce the S&P 500 by now, but something certainly did change with one of the five greats named Apple Inc. (AAPL). At the time of the original post Apple was trading just over $400 per share and went on to rally to just over $700 per share by the middle of September of 2012 and then preceded to crash all the way under $400 in April of this year. I have attached a chart below to show what happened:

    (click to enlarge)

    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.

    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.

    Disclosure: I am long GOOG, UA, MA.

    Stocks: AAPL, MA, UA, GOOG, AMZN, SPY
Back To J. A. Saglimbeni's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (1)
Track new comments
  • Very close Joe, but still a beat! Apple really hurt the 'Five Greats' this last quarter. However, I think you are right about the stock going forward, while it may not outperform the S&P 500 it should certainly match the index, which puts the onus on the other four greats, and I like those odds!

     

    Phil
    5 May 2013, 10:13 AM Reply Like
Full index of posts »
Latest Followers

StockTalks

  • The Five Greatest Stocks-First Quarter Of 2014-Update $AMZN, $AAPL, $GOOG http://seekingalpha.com/p/1obe3
    Apr 5, 2014
  • Who says packaging can't be a money-maker, long the great $PKG...
    Feb 12, 2014
  • Initiated a position in $CMG, Tasty earnings ahead....I figured I'd spice my portfolio up. Long term.
    Jan 30, 2014
More »

Latest Comments


Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.