Portfolio of Long-term Buy-and-Hold Stocks

Here are 10 stocks that have multi-year records of price and dividend appreciation.

10 Long-term Buy-and-Hold Stocks

Stock Return & Price Chart

Symbol

Dividend (Yield) &
Chart

Recent Dividends &
Growth Rate

3MMMM$5.76 (3.36%)
CloroxCLX$4.24 (2.67%)
Coca-ColaKO$1.60 (2.95%)
Colgate-PalmoliveCL$1.72 (2.43%)
Exxon MobilXOM$3.48 (4.79%)
International Business MachinesIBM$6.48 (4.51%)
Johnson & JohnsonJNJ$3.80 (2.91%)
Kimberly-ClarkKMB$4.12 (3.11%)
PepsiCoPEP$3.82 (2.80%)
Proctor & GamblePG$2.98 (2.44%)
Dividend data from Quandl as of Sep-14-2019.


To inspect the performance of the Long-term Buy-and-Hold Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks 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 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 $26,908. The percent return is 169.08%. The annualized return is 10.40%.




Return Summary for Long-term Buy-and-Hold Stocks
Start DateSep-30-2009
Start Investment$10,000.00
End DateSep-19-2019
Current Value of Investment$26,908.23
Total Return169.08%
Annualized Return10.40%
Min DateSep-30-2009
Min Price$10,000.00
Max DateAug-30-2019
Max Price$26,933.81
# Values121
Number Returns7,260
Number Profitable Returns6,967
Percent Profitable Returns95.96%
Number Unprofitable Returns293
Percent Unprofitable Returns4.04%
Profitable to Unprofitable Returns Ratio23.78



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


Related Portfolios

All Weather Dividend-Paying Stocks Have Long-term Price Upsides and Rising Dividends

Dividend-Paying Stocks to Buy and Hold


Portfolio of Stocks with Over 100 Years of Paying Dividends