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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
Recent Dividends
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 from Quandl.

All 10 stocks 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 quarterly price for the current date in 2007.


Long-term Buy-and-Hold Stocks - Return Results
Portfolio:
Long-term Buy-and-Hold Stocks
Start date:
Jul-26-2007
Start value:
$10,000
End date:
Jul-26-2017
End value:
$22,235
Number prices
41
Minimum value occurred on Mar-31-2009
$7,652
Maximum value occurred on Jun-30-2017
$22,504
Total gain or loss (Start date to End date)
122.35%
Annualized gain or loss (Start date to End date)
8.11%
Total dollar value on End date of a $10,000 purchase made on Start date
$22,235
Average percent return for all possible buy/sell combinations
46.04%
Number returns
820
Number profitable returns (Winners)
728
Percent profitable returns
88.78%
Number unprofitable returns (Losers)
92
Percent unprofitable returns
11.22%
Winners to losers ratio
7.91
See Multiyear Chart of Monthly Portfolio Values


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