Dividend growth investor, Growth, Long Only, Momentum
Contributor Since 2010
It has been a crazy five years years, but The Five Greatest Stocks for the Next Five Years update is finally here. When I first wrote about these great companies five year ago in 2011 I had wanted to find companies that would grow their earnings and have strong balance sheets, but most importantly be great leading companies that will be great for many decades. Indeed, I think it can be said that these companies are leaders that will be around for decades. I believed that the overall performance of these stocks would beat the performance of the S&P 500 (SPY) and indeed the portfolio did beat the index. So without further ado, let's witness those returns....
Amazon (AMZN), $789.82.: Total Return of 269.9%.
Apple (AAPL), $112.96: Total Return of 114.5%.
Alphabet (GOOGL): $809.90: Total Return of 173.1%.
MasterCard (MA), $107.01: Total Return of 216.6%.
Under Armour (UA), $31.10: Total Return of 194.8%.
The Total Return of The Five Greats Portfolio was 193.8%.
The Total Return of the S&P 500 (SPY) was 87.8%.
Stats and charts courtesy of low-risk-investing.
In conclusion, the performance of the the Five Greats will continue to be strong and well positioned in their industries. With the fifth year finally upon us, the real question is whether they can continue to out-perform the market decades to come? Only time will tell.
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: I am/we are long AMZN, AAPL, GOOGL, MA, UA.