Core Stock Portfolio
The core stock portfolio is a diversified group
of 10 well-known dividend-paying stocks designed
for the long-term, buy-and-hold investor.
| 10 Core Stocks | ||
|---|---|---|
Name | Symbol | Recent Prices |
| 3M | MMM | |
| Apple | AAPL | |
| Coca-Cola | KO | |
| Colgate-Palmolive | CL | |
| Essential Utilities | WTRG | |
| Illinois Toolworks | ITW | |
| Johnson & Johnson | JNJ | |
| Microsoft | MSFT | |
| PepsiCo | PEP | |
| Procter & Gamble | PG | |
| Price charts from Alpha Vantage as of most recent close. | ||
Portfolio Values
To inspect the performance of the Core Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Alpha Vantage.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 $23,440. The percent return is 134.40%. The annualized return is 18.57%.
Portfolio Value Chart for Last 100 Daily Closes
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