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) | $93.40 | $1,648.43 | 64.84% | 10.51% |
| Burlington Stores (BURL) | $355.32 | $1,186.42 | 18.64% | 3.48% |
| Costco Wholesale (COST) | $961.10 | $2,225.74 | 122.57% | 17.35% |
| Dollar General (DG) | $123.28 | $601.84 | -39.82% | -9.66% |
| Dollar Tree (DLTR) | $129.39 | $1,429.09 | 42.91% | 7.40% |
| 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: $12,586.64
• Percent Total Return: +57.33%
• Annualized Return: +9.49%
• 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: $12,586.64
• Percent Total Return: +57.33%
• Annualized Return: +9.49%
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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