Portfolio of Off-Price and Discount Stores Stocks
Here is a table of 8 off-price and discount stores stocks.
Portfolio Components Performance
| Stock Name, Symbol & Link to Return Info | Current Stock Price | Current Value of Investment | Percent Total Return | Annualized Return |
|---|---|---|---|---|
| BJ's Wholesale Club (BJ) | $110.71 | $1,673.62 | 67.36% | 10.85% |
| Burlington Stores (BURL) | $251.87 | $859.24 | -14.08% | -2.99% |
| Costco Wholesale (COST) | $1,092.21 | $2,135.64 | 113.56% | 16.39% |
| Dollar General (DG) | $137.44 | $677.71 | -32.23% | -7.49% |
| Dollar Tree (DLTR) | $142.90 | $1,067.77 | 6.78% | 1.32% |
| If a stock does not have 5 years of prices, all available monthly prices are used for return computations. All computations are based on the latest monthly split and dividend adjusted closes from Alpha Vantage. | ||||
Combined Portfolio Performance Summary:
• Total Amount of Investments: $8,000.00 Summary for 8 Stocks Combined
• Average Years used for Annualized Return: 5.00 Years (40.00 Total Years / 8 Stocks)
• Current Value of Investments: $12,396.19
• Percent Total Return: +54.95%
• Annualized Return: +9.15%
• Total Amount of Investments: $8,000.00 Summary for 8 Stocks Combined
• Average Years used for Annualized Return: 5.00 Years (40.00 Total Years / 8 Stocks)
• Current Value of Investments: $12,396.19
• Percent Total Return: +54.95%
• Annualized Return: +9.15%
Historical Valuation Charts
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• Percent Total Return: 0.00%
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• Initial Investment: $1,000.00 made on ---
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