Savings compounded 10.9% per year for the past 5 years.
Total percentage gain (excluding dividend) 67.7% in 5 years.
Company | 1/2/2012 | 11/4/2017 | Annual Dividend | Dividend Yield | Percentage Gain/Loss excl. dividend | Compounded Gain/Loss excl. dividend |
US-listed Companies | ||||||
McDonald's | $ 99.39 | $ 129.98 | $ 3.36 | 3.68% | 30.8% | 5.51% |
Coca-Cola (2x) | $ 69.70 | $ 85.38 | $ 2.84 | 4.07% | 22.4% | 4.14% |
Starbucks (2x) | $ 46.17 | $ 115.90 | $ 1.80 | 3.90% | 151.0% | 20.2% |
Walt Disney | $ 38.85 | $ 112.67 | $ 1.49 | 3.84% | 190.0% | 23.7% |
Las Vegas Sands | $ 43.76 | $ 55.56 | $ 2.89 | 6.60% | 27.0% | 4.89% |
Total Investment | $ 297.87 | $ 499.49 | $ 12.38 | 4.16% | 67.7% | 10.9% |