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 & |
| Amazon | AMZN | |
| Coca-Cola | KO | |
| Home Depot | HD | |
| McDonalds | MCD | |
| Microsoft | MSFT | |
| Proctor & Gamble | PG | |
| 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 Date | Aug-31-2009 |
| Start Investment | $10,000.00 |
| End Date | Aug-16-2019 |
| Current Value of Investment | $83,193.94 |
| Total Return | 731.94% |
| Annualized Return | 23.60% |
| Min Date | Aug-31-2009 |
| Min Price | $10,000.00 |
| Max Date | Jul-31-2019 |
| Max Price | $84,946.52 |
| # Values | 121 |
| Number Returns | 7,260 |
| Number Profitable Returns | 7,128 |
| Percent Profitable Returns | 98.18% |
| Number Unprofitable Returns | 132 |
| Percent Unprofitable Returns | 1.82% |
| Profitable to Unprofitable Returns Ratio | 54.00 |
NOTE: The stocks included in the tables and chart are representative of the industry. They are not recommendations.
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