Build Your Own Stock Portfolios - Compare Two Stock Portfolios
The Build Your Own Stocks Portfolio - Compare Two Stock Portfolios computes the returns for two stock portfolios that include up to ten user-selected stocks, exchange-traded funds (ETFs) or mutual funds supported by Alpha Vantage. Indexes are not supported. All computations are based on monthly adjusted closes from Alpha Vantage.
Note: For the input table, the portfolio builder is not fussy about precise stock names, but stock symbols must be precise.
Investment Growth Chart - Combined Portfolio History (1 Year)
Investment Annualized Return Chart - Combined Portfolio History (1 Year)
Portfolio 1: Investment Growth Summary - 1 Year Period
| Stock Name (Symbol) | Initial Investment | Start Date | Current Month Close Price | Current Value | Percent Total Return | Annualized Return |
|---|---|---|---|---|---|---|
| Johnson & Johnson (JNJ) | $1,000.00 | 2025-10-31 | $256.03 | $1,386.07 | 38.61% | 38.61% |
| Apple (AAPL) | $1,000.00 | 2025-10-31 | $333.69 | $1,238.78 | 23.88% | 23.88% |
| Google (GOOG) | $1,000.00 | 2025-10-31 | $340.35 | $1,210.85 | 21.09% | 21.09% |
| Totals | $3,000.00 | $3,835.70 | 27.86% | 27.86% | ||
| Valuation Date: 2026-10-02. If a stock does not have 1 year of prices, all prices are used for return computations. | ||||||
Portfolio 2: Investment Growth Summary - 1 Year Period
| Stock Name (Symbol) | Initial Investment | Start Date | Current Month Close Price | Current Value | Percent Total Return | Annualized Return |
|---|---|---|---|---|---|---|
| Coca-Cola (KO) | $1,000.00 | 2025-10-31 | $85.65 | $1,276.33 | 27.63% | 27.63% |
| Colgate-Palmolive (CL) | $1,000.00 | 2025-10-31 | $84.26 | $1,113.65 | 11.37% | 11.37% |
| Procter & Gamble (PG) | $1,000.00 | 2025-10-31 | $144.91 | $984.82 | -1.52% | -1.52% |
| PepsiCo (PEP) | $1,000.00 | 2025-10-31 | $125.89 | $896.64 | -10.34% | -10.34% |
| Totals | $4,000.00 | $4,271.45 | 6.79% | 6.79% | ||
| Valuation Date: 2026-10-02. If a stock does not have 1 year of prices, all prices are used for return computations. | ||||||
Investment Growth Chart - Combined Portfolio History (5 Years)
Investment Annualized Return Chart - Combined Portfolio History (5 Years)
Portfolio 1: Investment Growth Summary - 5 Year Period
| Stock Name (Symbol) | Initial Investment | Start Date | Current Month Close Price | Current Value | Percent Total Return | Annualized Return |
|---|---|---|---|---|---|---|
| Google (GOOG) | $1,000.00 | 2021-10-29 | $340.35 | $2,317.34 | 131.73% | 18.30% |
| Apple (AAPL) | $1,000.00 | 2021-10-29 | $333.69 | $2,283.63 | 128.36% | 17.96% |
| Johnson & Johnson (JNJ) | $1,000.00 | 2021-10-29 | $256.03 | $1,807.02 | 80.70% | 12.56% |
| Totals | $3,000.00 | $6,407.99 | 113.60% | 16.39% | ||
| Valuation Date: 2026-10-02. If a stock does not have 5 years of prices, all prices are used for return computations. | ||||||
Portfolio 2: Investment Growth Summary - 5 Year Period
| Stock Name (Symbol) | Initial Investment | Start Date | Current Month Close Price | Current Value | Percent Total Return | Annualized Return |
|---|---|---|---|---|---|---|
| Coca-Cola (KO) | $1,000.00 | 2021-10-29 | $85.65 | $1,759.08 | 75.91% | 11.96% |
| Colgate-Palmolive (CL) | $1,000.00 | 2021-10-29 | $84.26 | $1,237.87 | 23.79% | 4.36% |
| Procter & Gamble (PG) | $1,000.00 | 2021-10-29 | $144.91 | $1,145.10 | 14.51% | 2.75% |
| PepsiCo (PEP) | $1,000.00 | 2021-10-29 | $125.89 | $915.74 | -8.43% | -1.75% |
| Totals | $4,000.00 | $5,057.78 | 26.44% | 4.80% | ||
| Valuation Date: 2026-10-02. If a stock does not have 5 years of prices, all prices are used for return computations. | ||||||
Investment Growth Chart - Combined Portfolio History (10 Years)
Investment Annualized Return Chart - Combined Portfolio History (10 Years)
Portfolio 1: Investment Growth Summary - 10 Year Period
| Stock Name (Symbol) | Initial Investment | Start Date | Current Month Close Price | Current Value | Percent Total Return | Annualized Return |
|---|---|---|---|---|---|---|
| Apple (AAPL) | $1,000.00 | 2016-10-31 | $333.69 | $12,852.82 | 1,185.28% | 29.09% |
| Google (GOOG) | $1,000.00 | 2016-10-31 | $340.35 | $8,759.11 | 775.91% | 24.24% |
| Johnson & Johnson (JNJ) | $1,000.00 | 2016-10-31 | $256.03 | $2,896.36 | 189.64% | 11.22% |
| Totals | $3,000.00 | $24,508.28 | 716.94% | 23.37% | ||
| Valuation Date: 2026-10-02. If a stock does not have 10 years of prices, all prices are used for return computations. | ||||||
Portfolio 2: Investment Growth Summary - 10 Year Period
| Stock Name (Symbol) | Initial Investment | Start Date | Current Month Close Price | Current Value | Percent Total Return | Annualized Return |
|---|---|---|---|---|---|---|
| Coca-Cola (KO) | $1,000.00 | 2016-10-31 | $85.65 | $2,754.48 | 175.45% | 10.66% |
| Procter & Gamble (PG) | $1,000.00 | 2016-10-31 | $144.91 | $2,176.30 | 117.63% | 8.09% |
| PepsiCo (PEP) | $1,000.00 | 2016-10-31 | $125.89 | $1,600.52 | 60.05% | 4.82% |
| Colgate-Palmolive (CL) | $1,000.00 | 2016-10-31 | $84.26 | $1,486.68 | 48.67% | 4.05% |
| Totals | $4,000.00 | $8,017.98 | 100.45% | 7.20% | ||
| Valuation Date: 2026-10-02. If a stock does not have 10 years of prices, all prices are used for return computations. | ||||||
Overall Portfolio Summary - Portfolio 1
| Investment Period | Initial Investment | Current Value of Investment | Percent Total Return | Annualized Return |
|---|---|---|---|---|
| 1 Year | $3,000.00 | $3,835.70 | 27.86% | 27.86% |
| 5 Years | $3,000.00 | $6,407.99 | 113.60% | 16.39% |
| 10 Years | $3,000.00 | $24,508.28 | 716.94% | 23.37% |
Overall Portfolio Summary - Portfolio 2
| Investment Period | Initial Investment | Current Value of Investment | Percent Total Return | Annualized Return |
|---|---|---|---|---|
| 1 Year | $4,000.00 | $4,271.45 | 6.79% | 6.79% |
| 5 Years | $4,000.00 | $5,057.78 | 26.44% | 4.80% |
| 10 Years | $4,000.00 | $8,017.98 | 100.45% | 7.20% |