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Associative Stock Portfolio for Boeing - 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 Boeing (BA), an aerospace/defense company, that includes 9 associated stocks (a small sample of Intel's customers and suppliers).

BA with Associated Stocks
Stock
Price Quote & Dividend
1-Year Price Chart
Dividend Chart
Comments
Boeing
Primary Stock
Delta Air Lines
Customer
Southwest Airlines
Customer
United Continental Holdings
Customer
B/E Aerospace
Supplier
General Electric
Supplier
Goodyear Tire & Rubber Company
Supplier
Honeywell International
Supplier
Rockwell Collins
Supplier
Spirit AeroSystems Holdings
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 BA with Associated Stocks portfolio, see the returns table and chart below. Portfolio values are computed using weekly closes for stocks from Yahoo! Finance.

The 9 stocks included in the portfolio computations are: BA, LUV, UAL, BEAV, GE, GT, HON, COL and SPR. The current value of the portfolio assumes that $1,111.11 was invested (total of $10,000) in each stock at its closing weekly price for the current date in 2007. DAL was excluded from the portfolio computations because of insufficient price data.


BA with Associated Stocks - Return Results
Portfolio:
BA with Associated Stocks
Start date:
Feb-27-2007
Start value:
$10,000
End date:
Feb-27-2017
End value:
$24,192
Number prices
522
Minimum value occurred on Mar-02-2009
$2,967
Maximum value occurred on Feb-21-2017
$24,192
Total gain or loss (Start date to End date)
141.92%
Annualized gain or loss (Start date to End date)
9.20%
Total dollar value on End date of a $10,000 purchase made on Start date
$24,192
Average percent return for all possible buy/sell combinations
68.10%
Number returns
135,981
Number profitable returns (Winners)
107,999
Percent profitable returns
79.42%
Number unprofitable returns (Losers)
27,982
Percent unprofitable returns
20.58%
Winners to losers ratio
3.86
See Stock Return Calculator for return information for individual stocks or ETFs.


Click chart to enlarge it.



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