Portfolio of $500 to $550 Stocks
Here is a table of $500 to $550 stocks. The stocks were selected from the MarketWatch stock screener.
Portfolio Components Performance
| Stock Name, Symbol & Link to Return Info | Current Stock Price | Current Value of Investment | Percent Total Return | Annualized Return |
|---|---|---|---|---|
| Vertex Pharmaceuticals Inc. (VRTX) | $529.69 | $2,833.48 | 183.35% | 23.59% |
| Spotify Technology S.A. (SPOT) | $538.40 | $2,257.44 | 125.74% | 18.01% |
| Berkshire Hathaway Inc. Cl B (BRK-B) | $540.34 | $1,952.87 | 95.29% | 14.58% |
| Linde PLC (LIN) | $508.16 | $1,708.76 | 70.88% | 11.51% |
| SiTime Corp. (SITM) | $501.18 | $1,679.11 | 67.91% | 11.12% |
| 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: $8,000.00 Summary for 8 Stocks Combined
• Average Years used for Annualized Return: 4.92 Years (39.33 Total Years / 8 Stocks)
• Current Value of Investments: $13,771.39
• Percent Total Return: +72.14%
• Annualized Return: +11.68%
• Total Amount of Investments: $8,000.00 Summary for 8 Stocks Combined
• Average Years used for Annualized Return: 4.92 Years (39.33 Total Years / 8 Stocks)
• Current Value of Investments: $13,771.39
• Percent Total Return: +72.14%
• Annualized Return: +11.68%
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%