Portfolio of Bedrock Stocks

Here are 6 stocks appropriate for a long-term buy-and-hold portfolio.

6 Bedrock Stocks

Stock Returns & Price Chart

Symbol

Recent Prices &
Annualized Return

AmazonAMZN
Coca-ColaKO
Home DepotHD
McDonaldsMCD
MicrosoftMSFT
Proctor & GamblePG
Price data from Quandl as of most recent close.

To inspect the performance of the Bedrock Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Quandl.

All 6 stocks are included in the portfolio computations. The current value of the portfolio assumes that $1,666.67 was invested (total of $10,000) in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends.

The current value of a $10,000 investment is $83,194. The percent return is 731.94%. The annualized return is 23.60%.




Return Summary for Bedrock Stocks
Start DateAug-31-2009
Start Investment$10,000.00
End DateAug-16-2019
Current Value of Investment$83,193.94
Total Return731.94%
Annualized Return23.60%
Min DateAug-31-2009
Min Price$10,000.00
Max DateJul-31-2019
Max Price$84,946.52
# Values121
Number Returns7,260
Number Profitable Returns7,128
Percent Profitable Returns98.18%
Number Unprofitable Returns132
Percent Unprofitable Returns1.82%
Profitable to Unprofitable Returns Ratio54.00



NOTE: The stocks included in the tables and chart are representative of the industry. They are not recommendations.


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