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“I buy on the assumption that they could close the market the next day and not reopen it for five years.”

— Warren Buffett

The Warren Buffett investment philosophy calls for a long-term investment horizon, where a five year holding period, or even longer, would fit right into the strategy. How would such a strategy have worked out for an investment into DaVita Inc (NYSE: DVA)? Today, we examine the outcome of a five year investment into the stock back in 2017.

Start date: 12/26/2017


End date: 12/22/2022
Start price/share: $72.10
End price/share: $73.43
Starting shares: 138.70
Ending shares: 138.70
Dividends reinvested/share: $0.00
Total return: 1.84%
Average annual return: 0.37%
Starting investment: $10,000.00
Ending investment: $10,186.06

As shown above, the five year investment result worked out as follows, with an annualized rate of return of 0.37%. This would have turned a $10K investment made 5 years ago into $10,186.06 today (as of 12/22/2022). On a total return basis, that’s a result of 1.84% (something to think about: how might DVA shares perform over the next 5 years?). [These numbers were computed with the Dividend Channel DRIP Returns Calculator.]

One more investment quote to leave you with:
“As long as you enjoy investing, you’ll be willing to do the homework and stay in the game.” — Jim Cramer