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📖 Historias de inversión

If you had bought Samsung Electronics every month for the past 10 years

This is the estimated result of investing about $148 every month in Samsung Electronics stock for 10 years, from 2016 to 2026 — a journey through a peak, a halving, and recovery.

Resumen de las condiciones de inversión

Periodo

Jan 2016 – Jan 2026 (10 years)

Importe

about $148 / month

Activo

Samsung Electronics common stock (KRX)

Método

Recurring investment at each month-end

⚠️ Todos los resultados de abajo son estimaciones basadas en datos pasados y se muestran antes de impuestos. Reflejar comisiones, tipos de cambio e impuestos puede hacer que los resultados reales difieran.

Total principal invested

about $18k

10 years × 12 months × ~$148

Ending value (estimate, pre-tax)

about $23k

pre-tax, fees not reflected (estimate)

Cumulative return (estimate, pre-tax)

+29%

a lower return than the S&P 500

Annualized return XIRR (estimate, pre-tax)

about 2.6%

Accounting for inflation, the real return is very low

MDD

Periodo de máxima caída: Nov 2021 – Dec 2022

-50% or more

Unos 36 meses para recuperarse

You experienced a halving from Samsung Electronics' peak. Whether you endured this period greatly shaped the 10-year investment result.

Samsung Electronics' 10 years of ups and downs

For Samsung Electronics, 2016 was a year of opportunity. The stock started around KRW 1.2 million (converted to today's share-price basis) and, riding the semiconductor super-cycle, rose sharply to a peak of KRW 96,800 by the end of 2021.

But from 2022, the stock plunged amid a deteriorating semiconductor cycle and the shock of global tightening. By the end of 2022, it had fallen to the KRW 48,000 range, about -50% from the peak. If you had kept up recurring investing even in this period, you would have gained a chance to buy heavily at the lows.

As of 2026, the estimated value is about $23k (pre-tax) — roughly a 29% gain over the total principal of about $18k. In XIRR terms, that is about 2.6%. This is a very weak result compared with the S&P 500 over the same period.

The risk of a single stock: compared with the S&P 500

Over the same period (2016–2026), investing in the S&P 500 under the same conditions would have produced a very different estimated result. This case illustrates the difference between diversification (index investing) and single-stock investing.

Samsung Electronics is Korea's largest company and a global semiconductor firm. Even so, its 10-year performance was lower than the index. Individual companies carry company-specific risks that an index does not (industry cycles, management risk, and so on).

What matters is that over these 10 years, you experienced a halving (-50%) from the peak. Someone who bought at the late-2021 peak may still be at a loss through 2026.

Calcúlalo tú mismo

Los resultados de arriba son estimaciones. Calcúlalos tú mismo con tus propias condiciones (importe, periodo, activo).

Calculate it yourself in the recurring-investment simulator
#Samsung Electronics#single stock#10 years#semiconductors#recurring

📋 Los resultados se basan en datos históricos; las rentabilidades pasadas no garantizan rentabilidades futuras.

📋 Este servicio se ofrece con fines educativos para ayudarte a entender la inversión, no como asesoramiento de inversión.

⚠️ Calculado usando los activos representativos de hoy, que pueden diferir de la composición del mercado de aquel momento.