Build Your Own Stock Portfolios - Compare Two Stock Portfolios
The Build Your Own Stocks Portfolio - Compare Two Stock Portfolios computes the returns for two stock portfolios that include up to ten user-selected stocks, exchange-traded funds (ETFs) or mutual funds supported by Alpha Vantage. Indexes are not supported. All computations are based on monthly adjusted closes from Alpha Vantage.
Note: For the input table, the portfolio builder is not fussy about precise stock names, but stock symbols must be precise.
Investment Growth Chart - Combined Portfolio History (1 Year)
Investment Annualized Return Chart - Combined Portfolio History (1 Year)
Portfolio 1: Investment Growth Summary - 1 Year Period
| Stock Name (Symbol) | Initial Investment | Start Date | Current Month Close Price | Current Value | Percent Total Return | Annualized Return |
|---|---|---|---|---|---|---|
| Johnson & Johnson (JNJ) | $1,000.00 | 2025-10-31 | $261.44 | $1,415.35 | 41.54% | 41.54% |
| Apple (AAPL) | $1,000.00 | 2025-10-31 | $336.64 | $1,249.73 | 24.97% | 24.97% |
| Google (GOOG) | $1,000.00 | 2025-10-31 | $347.86 | $1,237.57 | 23.76% | 23.76% |
| Totals | $3,000.00 | $3,902.66 | 30.09% | 30.09% | ||
| Valuation Date: 2026-10-09. If a stock does not have 1 year of prices, all prices are used for return computations. | ||||||
Portfolio 2: Investment Growth Summary - 1 Year Period
| Stock Name (Symbol) | Initial Investment | Start Date | Current Month Close Price | Current Value | Percent Total Return | Annualized Return |
|---|---|---|---|---|---|---|
| Coca-Cola (KO) | $1,000.00 | 2025-10-31 | $88.05 | $1,312.10 | 31.21% | 31.21% |
| Colgate-Palmolive (CL) | $1,000.00 | 2025-10-31 | $88.27 | $1,166.65 | 16.67% | 16.67% |
| Procter & Gamble (PG) | $1,000.00 | 2025-10-31 | $151.23 | $1,027.77 | 2.78% | 2.78% |
| PepsiCo (PEP) | $1,000.00 | 2025-10-31 | $125.97 | $897.21 | -10.28% | -10.28% |
| Totals | $4,000.00 | $4,403.73 | 10.09% | 10.09% | ||
| Valuation Date: 2026-10-09. If a stock does not have 1 year of prices, all prices are used for return computations. | ||||||
Investment Growth Chart - Combined Portfolio History (5 Years)
Investment Annualized Return Chart - Combined Portfolio History (5 Years)
Portfolio 1: Investment Growth Summary - 5 Year Period
| Stock Name (Symbol) | Initial Investment | Start Date | Current Month Close Price | Current Value | Percent Total Return | Annualized Return |
|---|---|---|---|---|---|---|
| Google (GOOG) | $1,000.00 | 2021-10-29 | $347.86 | $2,368.47 | 136.85% | 18.82% |
| Apple (AAPL) | $1,000.00 | 2021-10-29 | $336.64 | $2,303.82 | 130.38% | 18.17% |
| Johnson & Johnson (JNJ) | $1,000.00 | 2021-10-29 | $261.44 | $1,845.20 | 84.52% | 13.03% |
| Totals | $3,000.00 | $6,517.50 | 117.25% | 16.79% | ||
| Valuation Date: 2026-10-09. If a stock does not have 5 years of prices, all prices are used for return computations. | ||||||
Portfolio 2: Investment Growth Summary - 5 Year Period
| Stock Name (Symbol) | Initial Investment | Start Date | Current Month Close Price | Current Value | Percent Total Return | Annualized Return |
|---|---|---|---|---|---|---|
| Coca-Cola (KO) | $1,000.00 | 2021-10-29 | $88.05 | $1,808.37 | 80.84% | 12.58% |
| Colgate-Palmolive (CL) | $1,000.00 | 2021-10-29 | $88.27 | $1,296.79 | 29.68% | 5.34% |
| Procter & Gamble (PG) | $1,000.00 | 2021-10-29 | $151.23 | $1,195.04 | 19.50% | 3.63% |
| PepsiCo (PEP) | $1,000.00 | 2021-10-29 | $125.97 | $916.32 | -8.37% | -1.73% |
| Totals | $4,000.00 | $5,216.51 | 30.41% | 5.45% | ||
| Valuation Date: 2026-10-09. If a stock does not have 5 years of prices, all prices are used for return computations. | ||||||
Investment Growth Chart - Combined Portfolio History (10 Years)
Investment Annualized Return Chart - Combined Portfolio History (10 Years)
Portfolio 1: Investment Growth Summary - 10 Year Period
| Stock Name (Symbol) | Initial Investment | Start Date | Current Month Close Price | Current Value | Percent Total Return | Annualized Return |
|---|---|---|---|---|---|---|
| Apple (AAPL) | $1,000.00 | 2016-10-31 | $336.64 | $12,966.44 | 1,196.64% | 29.21% |
| Google (GOOG) | $1,000.00 | 2016-10-31 | $347.86 | $8,952.38 | 795.24% | 24.51% |
| Johnson & Johnson (JNJ) | $1,000.00 | 2016-10-31 | $261.44 | $2,957.56 | 195.76% | 11.45% |
| Totals | $3,000.00 | $24,876.38 | 729.21% | 23.56% | ||
| Valuation Date: 2026-10-09. If a stock does not have 10 years of prices, all prices are used for return computations. | ||||||
Portfolio 2: Investment Growth Summary - 10 Year Period
| Stock Name (Symbol) | Initial Investment | Start Date | Current Month Close Price | Current Value | Percent Total Return | Annualized Return |
|---|---|---|---|---|---|---|
| Coca-Cola (KO) | $1,000.00 | 2016-10-31 | $88.05 | $2,831.66 | 183.17% | 10.97% |
| Procter & Gamble (PG) | $1,000.00 | 2016-10-31 | $151.23 | $2,271.21 | 127.12% | 8.55% |
| PepsiCo (PEP) | $1,000.00 | 2016-10-31 | $125.97 | $1,601.54 | 60.15% | 4.82% |
| Colgate-Palmolive (CL) | $1,000.00 | 2016-10-31 | $88.27 | $1,557.44 | 55.74% | 4.53% |
| Totals | $4,000.00 | $8,261.85 | 106.55% | 7.52% | ||
| Valuation Date: 2026-10-09. If a stock does not have 10 years of prices, all prices are used for return computations. | ||||||
Overall Portfolio Summary - Portfolio 1
| Investment Period | Initial Investment | Current Value of Investment | Percent Total Return | Annualized Return |
|---|---|---|---|---|
| 1 Year | $3,000.00 | $3,902.66 | 30.09% | 30.09% |
| 5 Years | $3,000.00 | $6,517.50 | 117.25% | 16.79% |
| 10 Years | $3,000.00 | $24,876.38 | 729.21% | 23.56% |
Overall Portfolio Summary - Portfolio 2
| Investment Period | Initial Investment | Current Value of Investment | Percent Total Return | Annualized Return |
|---|---|---|---|---|
| 1 Year | $4,000.00 | $4,403.73 | 10.09% | 10.09% |
| 5 Years | $4,000.00 | $5,216.51 | 30.41% | 5.45% |
| 10 Years | $4,000.00 | $8,261.85 | 106.55% | 7.52% |