5G. Was it worth it?

In January 2019 I proposed the following basket of stocks related to 5G as a possible portfolio. 

The initial total investment was $75,000. The value is currently $102,526, for a profit of $27,524.  If dividends are included, the profit is $30,037, for a total return of 40 percent (annualized to 30 percent annually). 

While some of these stocks are near or at 3-year highs, it might be worth investigating the following stocks in a smaller basket: ADI, DLR, GLW, QCOM, T, VIAV, XLNX. These companies also pay dividends, so a play on that alone would be worth an annual yield of 2.9%. 

Do your due diligence. Happy investing.