Simple buy-and-hold portfolio

Strategy

Invest equally into each of the portfolio stocks (Nike, Apple, Amazon, Booking.com) for the period of 3 years.

Statistical simulation

Tests the portfolio across all 3-year time periods between 1999 and 2019 (the total of 880 periods, 1 week offset).

Generates the statistics of returns and maximum losses experienced throughout the period of investment.

Key indicator Value Description
Median annual return 30.43% 50% of the periods produced this annualized return (CAGR) or better
Percentile 20% of annual return 22.8% 80% of the periods produced this annualized return (CAGR) or better
Median max drawdown -7.3% 50% of the periods experienced this max draw-down (relative to the initial investment) or better
Percentile 20% of max drawdown -32.44% 80% of the periods experienced this max draw-down (relative to the initial investment) or better