Portfolio of Discount Brokerage Stocks

Here are 4 discount brokerage stocks.

4 Discount Brokerage Stocks

Stock Returns & Price Chart


Recent Prices &
Annualized Return

Charles SchwabSCHW
Interactive Brokers GroupIBKR
TD AmeritradeAMTD
Price data from Quandl as of most recent close.

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

All 4 stocks are included in the portfolio computations. The current value of the portfolio assumes that $2,500.00 was invested (total of $10,000) 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 a $10,000 investment is $28,653. The percent return is 186.53%. The annualized return is 11.10%.

Return Summary for Discount Brokerage Stocks
Start DateOct-30-2009
Start Investment$10,000.00
End DateOct-17-2019
Current Value of Investment$28,652.94
Total Return186.53%
Annualized Return11.10%
Min DateSep-30-2011
Min Price$7,614.58
Max DateMay-31-2018
Max Price$44,266.12
# Values121
Number Returns7,260
Number Profitable Returns6,296
Percent Profitable Returns86.72%
Number Unprofitable Returns964
Percent Unprofitable Returns13.28%
Profitable to Unprofitable Returns Ratio6.53

NOTE: The stocks included in the tables and chart are representative of the industry. They are not recommendations.

Related Portfolios

Portfolio of Asset Management MLPs

Portfolio of Asset Management Stocks

Portfolio of Capital Markets and Financial Exchanges Stocks

Portfolio of Diversified Investments

Portfolio of Management Services and Consulting Stocks

Portfolio of Private Equity Stocks