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7 Stocks That Get You Rich Slowly
0.23%January 08 | MyPlanIQ portfolio symbol P_35062

  • Portfolio Overview
  • Asset Allocation and ETFs
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Portfolio Overview


7 Stocks That Get You Rich Slowly

We have remarked how quickly the appetite for returns and the cost of risk has been replaced by a strong desire for safety, even at the cost of reduced returns. It seems that most asset classes have been impacted and while there are always opportunities for bargains, the rank and file, long term investor wants something less volatile.

Anand Chokkavelu, from the Motley Fool goes back to basics and points out seven stocks that can provide stability with reasonable returns. What stability and reasonable returns means has changed substantially over the past two quarters. He goes back to the blue chips that have done well and are likely to continue so being staples of life around most of the developed and emerging world.


His list:

  • Coca-Cola (NYSE: KO) and PepsiCo (NYSE: PEP) -- A virtual beverage duopoly with global brand power
  • Colgate-Palmolive (NYSE: CL) and Procter & Gamble (NYSE: PG) -- their brands cover kitchens, bathrooms and the laundry room.
  • Johnson & Johnson (NYSE: JNJ) -- The one-stop "health-care mutual fund"
  • McDonald's (NYSE: MCD) -- The Golden Arches is a model of consistency with worldwide presence
  • Wal-Mart (NYSE: WMT) -- The preeminent one-stop-shop discount retailer

These leaders in the market are impacted by the ups and downs of the equity market but are large enough to not be caught up in full storm of panic buying and selling. In fact, they may even benefit from being perceived as a safe haven. In any case, these companies (which also have dividends to support short term income requirements) are worth considering as a bedrock of a long term portfolio.

We will compare these companies with our benchmark set of dividend ETFs that are well diversified.

Click here for more portfolio details and features ►

Asset Allocation


Symbol Category/Sector Target Weight
KO
The Coca-Cola Company 		EQUITY 14.29%
PEP
PepsiCo, Inc. 		EQUITY 14.29%
CL
Colgate-Palmolive Company 		EQUITY 14.29%
PG
The Procter & Gamble Company 		EQUITY 14.29%
JNJ
Johnson & Johnson 		EQUITY 14.29%
MCD
McDonald's Corporation 		EQUITY 14.29%
WMT
Walmart Inc. 		EQUITY 14.29%


Historical Performance


7 Stocks That Get You Rich Slowly Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
7 Stocks That Get You Rich Slowly -2.05% -2.28% 1.08% 6.01% 8.00% 9.66% 8.99% 8.27%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 0.64% 25.78% 9.74% 14.44% 13.04% 13.59% 10.37% 7.90%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.16% 11.15% 2.90% 5.94% 6.05% 6.80% 5.91% 5.44%
Data as of 01/08/2025, AR inception is 08/11/2000

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7 Stocks That Get You Rich Slowly Historical Return Chart


Calculators


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Rolling Returns


From 08/11/2000 to 01/08/2025, the worst annualized return of 3-year rolling returns for 7 Stocks That Get You Rich Slowly is -0.76%.
From 08/11/2000 to 01/08/2025, the worst annualized return of 5-year rolling returns for 7 Stocks That Get You Rich Slowly is 2.31%.
From 08/11/2000 to 01/08/2025, the worst annualized return of 10-year rolling returns for 7 Stocks That Get You Rich Slowly is 5.41%.
From 08/11/2000 to 01/08/2025, the worst annualized return of 20-year rolling returns for 7 Stocks That Get You Rich Slowly is 8.47%.

Maximum Drawdown

7 Stocks That Get You Rich Slowly Maximum Drawdown