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Associative Stock Portfolio for General Electric - 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 General Electric (GE), a global multi-industry company, that includes 8 associated stocks (a small sample of GE's customers and suppliers).

GE with Associated Stocks
Stock
Price Quote & Dividend
1-Year Price Chart
Dividend Chart
Comments
General Electric
Primary Stock
Home Depot
Customer
Lowe's
Customer
Wal-Mart Stores
Customer
Boeing
Customer
Union Pacific
Customer
Eaton
Supplier
Praxair
Supplier
United States Steel Corporation
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 GE with Associated Stocks portfolio, see the returns table and chart below. Portfolio values are computed using weekly closes for stocks from Yahoo! Finance.

All 9 stocks are included in the portfolio computations. 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.


GE with Associated Stocks - Return Results
Portfolio:
GE with Associated Stocks
Start date:
Mar-26-2007
Start value:
$10,000
End date:
Mar-24-2017
End value:
$26,742
Number prices
522
Minimum value occurred on Mar-02-2009
$5,341
Maximum value occurred on Mar-13-2017
$27,094
Total gain or loss (Start date to End date)
167.42%
Annualized gain or loss (Start date to End date)
10.29%
Total dollar value on End date of a $10,000 purchase made on Start date
$26,742
Average percent return for all possible buy/sell combinations
62.92%
Number returns
135,981
Number profitable returns (Winners)
118,984
Percent profitable returns
87.50%
Number unprofitable returns (Losers)
16,997
Percent unprofitable returns
12.50%
Winners to losers ratio
7.00
See Stock Return Calculator for return information for individual stocks or ETFs.


Click chart to enlarge it.



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Portfolio of Large U.S. Dividend-Paying Conglomerates

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