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Associative Stock Portfolio for Caterpillar - 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 Caterpillar (CAT), a heavy equipment company, that includes 8 associated stocks (a small sample of CAT's customers and suppliers).

CAT with Associated Stocks
Stock
Price Quote & Dividend
1-Year Price Chart
Dividend Chart
Comments
Caterpillar
Primary Stock
BHP Billiton Limited
Customer
Newmont Mining
Customer
Rio Tinto
Customer
Commercial Vehicle Group 
Supplier
Federal-Mogul
Supplier
Eaton Corporation
Supplier
Honeywell
Supplier
Tenneco
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 CAT with Associated Stocks portfolio, see the returns table and chart below. Portfolio values are computed using weekly closes for stocks from Yahoo! Finance.

The 8 stocks included in the portfolio computations are: CAT, BHP, NEM, RIO, CVGI, ETN, HON and TEN. The current value of the portfolio assumes that $1,250.00 was invested (total of $10,000) in each stock at its closing weekly price for the current date in 2007. FDML was excluded from the portfolio computations because of insufficient price data.


CAT with Associated Stocks - Return Results
Portfolio:
CAT with Associated Stocks
Start date:
Feb-20-2007
Start value:
$10,000
End date:
Feb-19-2017
End value:
$17,308
Number prices
522
Minimum value occurred on Mar-02-2009
$4,379
Maximum value occurred on Jul-14-2014
$17,345
Total gain or loss (Start date to End date)
73.08%
Annualized gain or loss (Start date to End date)
5.62%
Total dollar value on End date of a $10,000 purchase made on Start date
$17,308
Average percent return for all possible buy/sell combinations
29.52%
Number returns
135,981
Number profitable returns (Winners)
100,759
Percent profitable returns
74.10%
Number unprofitable returns (Losers)
35,222
Percent unprofitable returns
25.90%
Winners to losers ratio
2.86
See Stock Return Calculator for return information for individual stocks or ETFs.


Click chart to enlarge it.



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