Portfolio of buyupside.com Stock Portfolio
Here is a table of 10 buyupside.com stock portfolio.
Portfolio Components Performance
| Stock Name, Symbol & Link to Return Info | Current Stock Price | Current Value of Investment | Percent Total Return | Annualized Return |
|---|---|---|---|---|
| AbbVie (ABBV) | $263.30 | $2,621.36 | 162.14% | 21.65% |
| Apple (AAPL) | $338.19 | $2,281.48 | 128.15% | 18.27% |
| Coca-Cola (KO) | $89.08 | $1,834.33 | 83.43% | 13.13% |
| Colgate-Palmolive (CL) | $93.49 | $1,350.51 | 35.05% | 6.30% |
| International Business Machines (IBM) | $226.44 | $2,031.77 | 103.18% | 15.51% |
| 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: $10,000.00 Summary for 10 Stocks Combined
• Average Years used for Annualized Return: 4.92 Years (49.17 Total Years / 10 Stocks)
• Current Value of Investments: $18,803.43
• Percent Total Return: +88.03%
• Annualized Return: +13.70%
• Total Amount of Investments: $10,000.00 Summary for 10 Stocks Combined
• Average Years used for Annualized Return: 4.92 Years (49.17 Total Years / 10 Stocks)
• Current Value of Investments: $18,803.43
• Percent Total Return: +88.03%
• Annualized Return: +13.70%
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%