No. of Recommendations: 38
In August 2022 we picked 25 stocks for 10-year holding periods. Here are the values of each holding after 3 years and 11 months, dividends and splits included. Each holding began at $4,000.
stock, value
Meta Platforms Class A, $14,452
Intel, $13,118
Alphabet Class A, 12,565
ASML Holdings, $12,461
McKesson, $9,410
Progressive, $7,966
Apple, $7,637
Costco, $7,260
Amazon, $7,058
Berkshire Hathaway Class B, $6,896
Markel Group, $6,637
Blackrock, $6,149
Ally Financial, $5,907
Microsoft, $5,669
Qualcomm, $5,218
Blackstone, $5,047
Constellation Software, $4,903
Brookfield Asset Management (now split into
Brookfield Financial Solutions and Brookfield Asst Management), $4,564
Alibaba, $4,489
Broadridge Financial, $3,692
Salesforce Inc, $3,590
UnitedHealth Group, $3,299
United Parcel Service, $$2,498
Carmax, $$2,044
Clearfield, $1,176
total, $163,707 (13.1%/yr growth)
Benchmark (S&P 500 total return index),17.8%/yr growth
