Results for holding the these stocks for 7.25 years.
Company
|
1/2/2012
|
12/4/2019
|
Total Dividend
|
Dividend Yield
|
Percentage Gain/Loss
excl. dividend |
Compounded Gain/Loss
excl. dividend |
US-listed Companies
| ||||||
McDonald's
|
$ 99.39
|
$ 191.60
|
$ 26.20
|
4.37%
|
92.8%
|
9.48%
|
Coca-Cola (2x)
|
$ 69.70
|
$ 93.48
|
$ 17.97
|
4.51%
|
34.1%
|
4.13%
|
Starbucks (2x)
|
$ 46.17
|
$ 153.30
|
$ 11.40
|
5.98%
|
232.0%
|
18.0%
|
Walt Disney
|
$ 38.85
|
$ 130.06
|
$ 8.96
|
4.43%
|
234.8%
|
18.1%
|
Las Vegas Sands
|
$ 43.76
|
$ 66.87
|
$ 19.07
|
6.90%
|
52.8%
|
6.02%
|
Total Investment
|
$ 297.87
|
$ 635.31
|
$ 13.74
|
4.61%
|
83.3%
|
11.01%
|
Dear all,
The above table shows the returns after about 7 years of investment in the chosen stock since we started in January 2012. All prices above are for 1 share.
As you can see, the total dividends collected for past 7 years is $83.60, a good 28% of invested funds.
The 2018 dividend yield for all the chosen shares is 5.24%.
Excluding dividend, our investment value compounded 11.01% for the past 7 years. The best investment is still Disney and Starbucks, both compounding at about 18% for past 7 years.
$10,000 invested in these 2 stocks would have reached a value of $31.854.74 today. If you were to sell the shares of Disney today, you would receive $34,157.46.
The 2018 dividend yield for all the chosen shares is 5.24%.
Excluding dividend, our investment value compounded 11.01% for the past 7 years. The best investment is still Disney and Starbucks, both compounding at about 18% for past 7 years.
$10,000 invested in these 2 stocks would have reached a value of $31.854.74 today. If you were to sell the shares of Disney today, you would receive $34,157.46.
Meanwhile, we shall just relax and wait for the next investment update.
Cheers.
