Portfolio of Discount Brokerage Stocks

Here are 4 discount brokerage stocks.


4 Discount Brokerage Stocks

Stock Returns & Price Chart

Symbol

Recent Prices &
Annualized Return

E*TRADEETFC
Charles SchwabSCHW
Interactive Brokers GroupIBKR
TD AmeritradeAMTD
Price chart from Quandl as of most recent close.


4 Discount Brokerage Stocks

Stock Returns & Price Chart

Symbol

Recent Dividends

E*TRADEETFC
Charles SchwabSCHW
Interactive Brokers GroupIBKR
TD AmeritradeAMTD
Dividend chart 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 $26,699. The percent return is 166.99%. The annualized return is 10.32%.



Return Summary for Discount Brokerage Stocks
Start DateMay-28-2010
Start Investment$10,000.00
End DateMay-22-2020
Current Value of Investment$26,699.23
Total Return166.99%
Annualized Return10.32%
Min DateSep-30-2011
Min Price$7,737.53
Max DateMay-31-2018
Max Price$44,681.74
# Monthly Prices121
Number Returns7,260
Number Profitable Returns6,330
Percent Profitable Returns87.19%
Number Unprofitable Returns930
Percent Unprofitable Returns12.81%
Profitable to Unprofitable Returns Ratio6.81
Use Stock Return Calculator to compute returns for individual stocks.


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

Use Stock Symbol and Stock Portfolio Finder to find a stock in a buyupside.com portfolio.

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