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Portfolio giving 22% return on investment this year in 2019? - Proof in the Pudding


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Well I thought I would check on the mock portfolio to see exactly how well the companies I thought would do well and I would buy if I had means to do so and invest were performing.

The answer is:

22%

Now ordinarily if you speak to any financial advisor or Hedge-fund Manager they are going to tell you that getting just a 9% return on your investment is a really big deal so 22% really stands out.

Currently as of September 13, 2019 close of the Dow Jones Industrial Average (DJIA) you would be getting a 16.7% return on your investment. 

William, I have no idea what you are talking about what exactly does that mean, you forget I do not know anything about Wall Street? 

What it means is that if you gave me $1.00 on January 1, 2019 and your average investment advisor $1.00 that as of the market close on September 13, 2019 and you asked for your money back I would be giving you $2.11 while the broker would be giving you $1.16 or less based on their choices.

So lets see how we did:

(Remember we own 2 shares of each stock)

                                       1/2/2019                        9/13/2019
Alibaba (Baba)               $161.74                          $179.09
Nvidia   (Nvda)               $156.25                          $181.80
ResMed (Rmd)               $108.46                          $132.19
Amazon (Amzn)             $1453.54                        $1838.38
Alison Engines (Alsn)    $42.90                            $47.50
T Rowe Price (Trow)      $106.45                          $118.94
Iqiyi (IQ)                         $22.24                            $19.75
Wash Real Estate (Wre)  $27.80                            $27.79
Nike (Nke)                       $78.18                           $87.22
Unilever (Una-NL)          $47.58                           $54.43

Previous value:               $4,410.48          New:     $5,374.18      = 22%
Profit: $ 963.07

Dow Jones                       $23,327.46        New:    $27,219.82   = 16.7% 


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Donations: Paypal: williamswallstreet@gmail.com this is meant for entertainment and educational purposes only investments and purchases are your choice and I always recommend speaking with a licensed financial advisor before making any investment decisions.
 





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