Portfolio of buyupside.com Stock Portfolio
Here is a table of 10 buyupside.com stock portfolio.
Portfolio Components Performance
| Stock Name, Symbol & Link to Return Info | Current Stock Price | Current Value of Investment | Percent Total Return | Annualized Return |
|---|---|---|---|---|
| AbbVie (ABBV) | $250.82 | $2,497.12 | 149.71% | 20.08% |
| Apple (AAPL) | $305.26 | $2,061.14 | 106.11% | 15.56% |
| Coca-Cola (KO) | $87.42 | $1,800.14 | 80.01% | 12.48% |
| Colgate-Palmolive (CL) | $92.93 | $1,342.42 | 34.24% | 6.07% |
| International Business Machines (IBM) | $237.14 | $2,143.00 | 114.30% | 16.47% |
| If a stock does not have 5 years of prices, all available monthly prices are used for return computations. All computations are based on the latest monthly split and dividend adjusted closes from Alpha Vantage. | ||||
Combined Portfolio Performance Summary:
• Total Amount of Investments: $10,000.00 Summary for 10 Stocks Combined
• Average Years used for Annualized Return: 5.00 Years (50.00 Total Years / 10 Stocks)
• Current Value of Investments: $18,726.56
• Percent Total Return: +87.27%
• Annualized Return: +13.37%
• Total Amount of Investments: $10,000.00 Summary for 10 Stocks Combined
• Average Years used for Annualized Return: 5.00 Years (50.00 Total Years / 10 Stocks)
• Current Value of Investments: $18,726.56
• Percent Total Return: +87.27%
• Annualized Return: +13.37%
Historical Valuation Charts
Investment Growth Summary for ---:
• Initial Investment: $1,000.00 made on ---
• Split/Dividend Adjusted Purchase Price: $0.00
• Current Valuation Date: ---
• Current Month Adjusted Close Price: $0.00
• Current Value of Investment: $0.00
• Percent Total Return: 0.00%
• Annualized Return: 0.00%
• Initial Investment: $1,000.00 made on ---
• Split/Dividend Adjusted Purchase Price: $0.00
• Current Valuation Date: ---
• Current Month Adjusted Close Price: $0.00
• Current Value of Investment: $0.00
• Percent Total Return: 0.00%
• Annualized Return: 0.00%