It has been almost three and a half years since I wrote my post on The Five Greatest Stocks for the Next Five Years on October 30th 2011 and during that time I believed that the overall performance of these stocks would beat the performance of the S&P 500 (SPY), but I never thought that the portfolio would return almost double the amount of the index this soon. I suspect being part of a great bull market and having Under Armour (UA) part of the portfolio can't hurt. Without further ado....
Amazon (AMZN), $421.78: Total Return of 97.6%.
Apple (AAPL), $125.15: Total Return of 129.5%.
Google (GOOGL): $548.77: Total Return of 85%.
MasterCard (MA), $90.21: Total Return of 163.9%.
Under Armour (UA), $77.55: Total Return of 267.5%.
The Total Return of The Five Greats Portfolio was 148.7%.
The Total Return of the S&P 500 (SPY) was 78.5%.
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 Investing, where 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.
Disclosure: The author is long AAPL, MA, UA.