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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 Dollar Tree Inc (NASD: DLTR)? Today, we examine the outcome of a five year investment into the stock back in 2019.

Start date: 05/29/2019


End date: 05/28/2024
Start price/share: $95.32
End price/share: $113.02
Starting shares: 104.91
Ending shares: 104.91
Dividends reinvested/share: $0.00
Total return: 18.57%
Average annual return: 3.46%
Starting investment: $10,000.00
Ending investment: $11,855.04

As we can see, the five year investment result worked out as follows, with an annualized rate of return of 3.46%. This would have turned a $10K investment made 5 years ago into $11,855.04 today (as of 05/28/2024). On a total return basis, that’s a result of 18.57% (something to think about: how might DLTR shares perform over the next 5 years?). [These numbers were computed with the Dividend Channel DRIP Returns Calculator.]

Here’s one more great investment quote before you go:
“If investing is entertaining, if you’re having fun, you’re probably not making any money. Good investing is boring.” — George Soros