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Portfolio of Long-term Buy-and-Hold Stocks

Here are 10 stocks that have multi-year records of price and dividend appreciation.

Long-term Buy-and-Hold Stocks
Stock
Price Quote & Dividend
1-Yr Price Chart
3M
Clorox
Coca-Cola
Colgate-Palmolive
Exxon Mobil
International Business Machines
Johnson & Johnson
Kimberly-Clark
PepsiCo
Proctor & Gamble
Price and dividend data from Quandl.


To inspect the performance of the Long-term Buy-and-Hold Stocks portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes for from Quandl.

All 10 are included in the portfolio computations. The current value of the portfolio assumes that $1,000.00 was invested (total of $10,000) in each at its closing weekly price for the current date in 2008.


Long-term Buy-and-Hold Stocks - Return Results
Portfolio:
Long-term Buy-and-Hold Stocks
Start date:
Feb-20-2008
Start value:
$10,000
End date:
Feb-20-2018
End value:
$23,751
Number prices
121
Minimum value occurred on Feb-28-2009
$7,650
Maximum value occurred on Jan-31-2018
$25,002
Total gain or loss (Start date to End date)
137.51%
Annualized gain or loss (Start date to End date)
9.04%
Total dollar value on End date of a $10,000 purchase made on Start date
$23,751
Average percent return for all possible buy/sell combinations
50.11%
Number returns
7,260
Number profitable returns (Winners)
6,817
Percent profitable returns
93.90%
Number unprofitable returns (Losers)
443
Percent unprofitable returns
6.10%
Winners to losers ratio
15.39
Stock Return Calculator





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