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) | $93.79 | $1,707.76 | 70.78% | 11.30% |
| Burlington Stores (BURL) | $254.69 | $898.16 | -10.18% | -2.13% |
| Costco Wholesale (COST) | $922.77 | $2,166.17 | 116.62% | 16.72% |
| Dollar General (DG) | $124.84 | $640.40 | -35.96% | -8.53% |
| Dollar Tree (DLTR) | $114.07 | $1,191.70 | 19.17% | 3.57% |
| 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: $12,412.02
• Percent Total Return: +55.15%
• Annualized Return: +9.18%
• 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: $12,412.02
• Percent Total Return: +55.15%
• Annualized Return: +9.18%
Historical Valuation Charts
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• Percent Total Return: 0.00%
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• Initial Investment: $1,000.00 made on ---
• Split/Dividend Adjusted Purchase Price: $0.00
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• Current Month Adjusted Close Price: $0.00
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