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) | $95.06 | $1,730.88 | 73.09% | 11.60% |
| Burlington Stores (BURL) | $227.28 | $801.50 | -19.85% | -4.33% |
| Costco Wholesale (COST) | $901.35 | $2,115.90 | 111.59% | 16.17% |
| Dollar General (DG) | $124.70 | $639.68 | -36.03% | -8.55% |
| Dollar Tree (DLTR) | $112.79 | $1,178.33 | 17.83% | 3.34% |
| 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: $11,909.49
• Percent Total Return: +48.87%
• Annualized Return: +8.28%
• 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: $11,909.49
• Percent Total Return: +48.87%
• Annualized Return: +8.28%
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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