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Associative Stock Portfolio for Coca-Cola - 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 Coca-Cola (KO), a global beverage company, that includes 6 associated stocks (a small sample of KO's suppliers).

KO with Associated Stocks
Stock
Price Quote & Dividend
1-Year Price Chart
Dividend Chart
Comments
Coca-Cola
Primary Stock
Target
Customer
Walgreens Boots Alliance
Customer
Wal-Mart
Customer
McDonald's
Customer
Archer Daniels Midland
Supplier
Coca-Cola Enterprises
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 KO with Associated Stocks portfolio, see the returns table and chart below. Portfolio values are computed using weekly closes for stocks from Yahoo! Finance.

All 7 stocks are included in the portfolio computations. The current value of the portfolio assumes that $1,428.57 was invested (total of $10,000) in each stock at its closing weekly price for the current date in 2007.


KO with Associated Stocks - Return Results
Portfolio:
KO with Associated Stocks
Start date:
Feb-20-2007
Start value:
$10,000
End date:
Feb-19-2017
End value:
$24,791
Number prices
522
Minimum value occurred on Oct-20-2008
$7,409
Maximum value occurred on Jul-18-2016
$25,474
Total gain or loss (Start date to End date)
147.91%
Annualized gain or loss (Start date to End date)
9.47%
Total dollar value on End date of a $10,000 purchase made on Start date
$24,791
Average percent return for all possible buy/sell combinations
53.64%
Number returns
135,981
Number profitable returns (Winners)
125,409
Percent profitable returns
92.23%
Number unprofitable returns (Losers)
10,572
Percent unprofitable returns
7.77%
Winners to losers ratio
11.86
See Stock Return Calculator for return information for individual stocks or ETFs.


Click chart to enlarge it.



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