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Associative Stock Portfolio for Apple - Associated Stocks

An associative stock portfolio includes a primary stock and a small sample of stocks that are related to it. Here is an associative stock portfolio for Apple (AAPL), a global phone and computer products company, that includes 7 associated stocks (a small sample of AAPL's customers and suppliers).

AAPL with Associated Stocks
Stock
Price Quote & Dividend
1-Year Price Chart
Comments
Apple
Primary Stock
Verizon Communications
Customer
AT&T
Customer
Sprint
Customer
T-Mobile US
Customer
QUALCOMM
Supplier
SanDisk Corp.
Supplier
Skyworks Solutions
Supplier
Price data from Yahoo! Finance. Click small charts (sparklines) to expand. * Uses 10 years or all years of dividends and prices, whichever is less.


To inspect the performance of the AAPL with Associated Stocks portfolio, see the returns table and chart below. Portfolio values are computed using weekly closes for stocks from Yahoo! Finance.

The 6 stocks included in the portfolio computations are: AAPL, VZ, T, QCOM, SNDK and SWKS. The current value of the portfolio assumes that $1,666.67 was invested (total of $10,000) in each stock at its closing weekly price for the current date in 2007. S and TMUS were excluded from the portfolio computations because of insufficient price data.


AAPL with Associated Stocks - Return Results
Portfolio:
AAPL with Associated Stocks
Start date:
Jul-09-2007
Start value:
$10,000
End date:
Apr-24-2017
End value:
$45,755
Number prices
511
Minimum value occurred on Jan-26-2009
$5,903
Maximum value occurred on Apr-03-2017
$46,216
Total gain or loss (Start date to End date)
357.55%
Annualized gain or loss (Start date to End date)
16.74%
Total dollar value on End date of a $10,000 purchase made on Start date
$45,755
Average percent return for all possible buy/sell combinations
111.63%
Number returns
130,305
Number profitable returns (Winners)
116,937
Percent profitable returns
89.74%
Number unprofitable returns (Losers)
13,368
Percent unprofitable returns
10.26%
Winners to losers ratio
8.75
See Stock Return Calculator for return information for individual stocks or ETFs.


Click chart to enlarge it.



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