Stats and charts courtesy of low-risk-investing.
Amazon (AMZN), $593.64: Total Return of 178%.
Apple (AAPL), $108.98: Total Return of 103.5%.
Alphabet (GOOGL): $762.90: Total Return of 157.2%.
MasterCard (MA), $94.50: Total Return of 177.9%.
Under Armour (UA), $84.83: Total Return of 302%.
The Total Return of The Five Greats Portfolio was 183.7%.
The Total Return of the S&P 500 (SPY) was 79.8%.
In conclusion, these five great companies continue to be strong and well positioned in their industries. With the fifth year almost in sight, I continue to believe that the portfolio as a whole will continue to out-perform the S&P 500.
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.
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