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.