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Portfolio of Discount Stores Stocks

See the following 11 discount retailers.

Discount Stores Stocks
Stock
Price Quote & Dividend
Recent Dividends
1-Yr Price Chart
Big Lots
Burlington Stores
Costco
Dollar General
Dollar Tree
Fred's
Ollie's Bargain Outlet Holdings
PriceSmart
Target
Tuesday Morning
Wal-Mart Stores
Price and dividend data from Quandl.


To inspect the performance of the Discount Stores Stocks portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes from Quandl.

The 8 stocks included in the portfolio computations are: BIG, COST, DLTR, FRED, PSMT, TGT, TUES and WMT. The current value of the portfolio assumes that $1,250.00 was invested (total of $10,000) in each at its closing quarterly price for the current date in 2007. The 3 stocks excluded from the portfolio computations because prices started after 2007: BURL, DG and OLLI.


Discount Stores Stocks - Return Results
Portfolio:
Discount Stores Stocks
Start date:
Aug-19-2007
Start value:
$10,000
End date:
Aug-19-2017
End value:
$23,483
Number prices
41
Minimum value occurred on Dec-31-2008
$7,943
Maximum value occurred on Jun-30-2016
$27,822
Total gain or loss (Start date to End date)
134.83%
Annualized gain or loss (Start date to End date)
8.69%
Total dollar value on End date of a $10,000 purchase made on Start date
$23,483
Average percent return for all possible buy/sell combinations
71.16%
Number returns
820
Number profitable returns (Winners)
701
Percent profitable returns
85.49%
Number unprofitable returns (Losers)
119
Percent unprofitable returns
14.51%
Winners to losers ratio
5.89
See Multiyear Chart of Monthly Portfolio Values


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