UPDATE May 25, 2017:
So, we thought we’d check in to see how the portfolio was doing. The portfolio was posted on August 2015 and as of today, it has risen 53.3% while the DOW has risen by only 20.62% and the S&P by 15.47%. Our best-performing stocks have been Paypal and NVR; while the one outlier is owning a small amount of Bitcoin (in this example, the NYSE Bitcoin Index) which has risen well over 1,000% during our timeframe. Too bad we didn’t devote more money toward it. Bitcoin was a relatively small portion of the portfolio, but now it has become the single largest part of the portfolio. Even without the Bitcoin phenomena, the portfolio still would have performed well, especially for an “invest and forget it”/low-risk type strategy.