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) | $249.46 | $2,483.58 | 148.36% | 19.95% |
| Apple (AAPL) | $305.93 | $2,065.66 | 106.57% | 15.61% |
| Coca-Cola (KO) | $87.71 | $1,806.11 | 80.61% | 12.55% |
| Colgate-Palmolive (CL) | $91.95 | $1,328.26 | 32.83% | 5.84% |
| International Business Machines (IBM) | $234.32 | $2,117.52 | 111.75% | 16.19% |
| 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: 5.00 Years (50.00 Total Years / 10 Stocks)
• Current Value of Investments: $18,662.73
• Percent Total Return: +86.63%
• Annualized Return: +13.29%
• Total Amount of Investments: $10,000.00 Summary for 10 Stocks Combined
• Average Years used for Annualized Return: 5.00 Years (50.00 Total Years / 10 Stocks)
• Current Value of Investments: $18,662.73
• Percent Total Return: +86.63%
• Annualized Return: +13.29%
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%