We just ended a brutal May in the overall market, so I thought it would be a good time to check up on my portfolio of the Five Greatest Stocks For The Next Five Years. First and foremost, I want to emphasize that this portfolio is for the long-term and during the next five years this basket of just five stocks will definitely be more volatile than the S&P Index. This portfolio is now in its seventh month and has performed rather well considering how bad markets have been in May. The portfolio had a total return of over 15% with dividends reinvested (where applicable), while the S&P had a total return including dividends of only 6%. I must admit, even I am impressed with how well the portfolio has done.
The five stocks and their returns with dividends reinvested (where applicable):
Apple (NASDAQ:AAPL): Stock Price: $577.73, Return: +43%.
Under Armour (NYSE:UA): Stock Price: $100.73, Return: +19.3%.
MasterCard (NYSE:MA): Stock Price: $406.51, Return: +18.7%.
Google (NASDAQ:GOOG): Stock Price: $580.86, Return: -0.7%.
Amazon.com (NASDAQ:AMZN): Stock Price: $212.91, Return: -2.0%.
We can see that during this period, both Amazon and Google struggled and yet the portfolio still beat the S&P 500. The recent market correction has been a tough one, but I continue to feel confident that this portfolio will outshine the overall market.
Stats courtesy of low-risk-investing.com.
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