Portfolio of Off-Price and Discount Stores Stocks

See the following 8 off-price and discount retailers ex Walmart and Target.

8 Discount Stores Stocks

Name & Return Info

Symbol
& Snapshot

BJ's Wholesale Club BJ
Burlington Stores BURL
Costco Wholesale COST
Dollar General DG
Dollar Tree DLTR
Ollie's Bargain Outlet Holdings OLLI
Ross Stores ROST
TJX Companies TJX

Portfolio Values

To inspect the performance of the Discount Stores Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Alpha Vantage.

All 8 stocks are included in the portfolio computations. The current value of the portfolio assumes that $1,250.00 was invested in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends.

The current value of the $10,000 investment is $24,166. The percent return is 141.66%.


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