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Portfolio of Discount Stores Stocks

See the following 11 discount retailers.

Discount Stores Stocks
Stock
Price Quote & Dividend
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 for from Quandl.

The 8 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 weekly price for the current date in 2007. The 3 excluded from the portfolio computations because of insufficient price data are: BURL, DG and OLLI.


Discount Stores Stocks - Return Results
Portfolio:
Discount Stores Stocks
Start date:
Oct-22-2007
Start value:
$10,000
End date:
Oct-22-2017
End value:
$32,108
Number prices
41
Minimum value occurred on Dec-31-2008
$9,153
Maximum value occurred on Mar-31-2015
$34,164
Total gain or loss (Start date to End date)
221.08%
Annualized gain or loss (Start date to End date)
339.07%
Total dollar value on End date of a $10,000 purchase made on Start date
$32,108
Average percent return for all possible buy/sell combinations
71.66%
Number returns
820
Number profitable returns (Winners)
707
Percent profitable returns
86.22%
Number unprofitable returns (Losers)
113
Percent unprofitable returns
13.78%
Winners to losers ratio
6.26
Stock Return Calculator


Click chart to enlarge it.



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