The Portfolio

This $25,000 portfolio was initiated on Monday 26th September 2016.

The goal was for the portfolio to be beating the returns of the S&P 500 on 26th September 2021.

The portfolio totally smashed the S&P with a total return of $116,018 as opposed to a total return of $51,677 for the S&P 500. This represents a compound annual growth rate of 36% as compared to 16% for the S&P 500.

(The following table best viewed in landscape mode on a mobile.)

Type Stock Symbol Start Value Value at 26th September 2021
Core Adobe ADBE  962.19 5,602.45
Core Amazon AMZN  2,405.50 10,262.64
Core Broadridge Financial Services  BR  1,024.50 2,724.76
Core Casey’s General Stores CASY  1,054.89 1,779.07
Core Walt Disney DIS  1,017.17 2,040.24
Core Facebook FB  1,018.96 2,834.44
Core Alphabet GOOGL 1,619.64 5,688.50
Core Mastercard MA 1,008.20 3,693.64
Core Middleby MIDD  1,496.28 2,089.26
Core Markel MKL  1,845.04 2,459.81
Core Starbucks SBUX  977.04 2,244.46
Core Transdigm TDG  1,724.40 4,594.32
Core Tesla Motors TSLA  1,032.50 19,298.77
Under Armour UA 1,019.20 560.25
Core Visa V  985.80 2,862.86
Growth Axos Financial (Previously BOFI Holding) AX  1,006.65 2,108.23
Growth Mitek Systems MITK  994.48 2,393.22
Growth Universal Display OLED  1,000.96 3,276.14
Growth Shake Shack SHAK  987.00 2,406.01
Growth Shopify SHOP 991.76 33,218.01
Turnaround Chipotle Mexican Grill CMG  825.46 3,880.57
Totals  24,997.52 116,017.65
Change 364.12%
S&P 500 Change 106.73%
Performance vs. S&P 500 257.39%

Gains for the stocks listed and the S&P index are calculated using the Motley Fool CAPS system, which takes account of dividends.