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) | $286.39 | $2,970.06 | 197.01% | 24.78% |
| Apple (AAPL) | $343.83 | $2,129.29 | 112.93% | 16.62% |
| Coca-Cola (KO) | $91.18 | $1,996.62 | 99.66% | 15.10% |
| Colgate-Palmolive (CL) | $92.17 | $1,382.91 | 38.29% | 6.82% |
| International Business Machines (IBM) | $250.25 | $2,556.41 | 155.64% | 21.03% |
| 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: $20,198.02
• Percent Total Return: +101.98%
• Annualized Return: +15.37%
• 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: $20,198.02
• Percent Total Return: +101.98%
• Annualized Return: +15.37%
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%