BTH Tactical

Published by Amanda O'Reilly

In Investor’s Business Daily’s book ‘Investor’s Business Daily Guide to the Markets’ there is a fairly mundane but exceptional story told about, what could be, anyone’s day. What makes it mundane is that it recounts a morning of activities we would all engage in without a second thought. What makes it exceptional is that the calculation of investing in each of those activities leaves the individual a multimillionaire without effort. As the data is somewhat out of date now the below is a similar story based on the original.

It’s Saturday morning, your alarm rings and you turn over to hit ‘dismiss’ on your iPhone. You, of course tap to see all the Facebook posts your night owl friends may have made. It turns out your running group is heading out later that morning so you like the post and get ready to join them.  You brush your teeth and hair, and head to the closet. In your closet you choose your favorite jogging pants and shirt and search around for your runners.  You’re now ready to meet up with your friends at the agreed upon location. You quickly make yourself a coffee to get you started and run out the door.

At this point in your day you have either lined your own pockets or those of someone else. Let’s back up to see how:

  • The first thing you did was check your iPhone, had you invested $10,000 in Apple (AAPL) 15 years ago this morning you would have $1,454,286. You haven’t even gotten out of bed and you’re a millionaire.
  • Your glance at Facebook (FB) would have been 377x more rewarding had you invested in it just 5 years ago.
  • When you brushed your teeth and hair chances are P&G (PG) and Goody (owned by Newell Brands NWL) are to thank for those products and an investment of $10,000 in P&G and NWL 15 years ago would be worth $19,443 and  $16,513 today.
  • Your favourite jogging pants and shirt could be from Lululemon (LULU) or Nike (NKE) which, if invested in 15 (10 in the case of LULU) years ago would have given you $25,226 or $103,224 respectively.
  • The coffee you drank was perhaps a Starbucks (SBUX) roast you bought at Costco (COST); you’re trying to save money after all, which if you had invested $10,000 in each of these 15 years ago would be worth $122,086 and $50,711 today.
  • Perhaps you bought all these things on Amazon (AMZN), 6500% in 15 years. Do you see where this is going? You haven’t even hit the road for your run and already you’re a multi-millionaire.

Let’s take a look at the below table. If you had $10,000 invested on July 1, 2002 (or at IPO in LULU and FB case) you would have had the following values on July 3, 2017:


Stocks often seem daunting and incomprehensible but when you really break it down they are simply a ‘piece of ownership in companies that supply products and services we all use every day’ (IBD, Investor’s Business Daily Guide to the Markets).

At BTH Tactical we are all about finding the companies that are doing more of what works and investing in those companies. It is a passion of ours to look into the earnings of these companies and to be able to turn their earnings into your earnings. If any of this piqued your interest then we already have something in common and would love to chat more about it with you. Feel free to contact us through our website. We would love to hear from you.