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Portfolio of Discount Stores Stocks

See the following 11 discount retailers.

Discount Stores Stocks
Stock
Price Quote & Dividend
1-Yr Price Chart
Big Lots
Burlington Stores
Costco
Dollar General
Dollar Tree
Fred's
Ollie's Bargain Outlet Holdings
PriceSmart
Target
Tuesday Morning
Wal-Mart Stores
Price and dividend data from Quandl.


To inspect the performance of the Discount Stores Stocks portfolio, see the returns table and chart below. Portfolio values are computed using monthly closes for from Quandl.

The 8 included in the portfolio computations are: BIG, COST, DLTR, FRED, PSMT, TGT, TUES and WMT. The current value of the portfolio assumes that $1,250.00 was invested (total of $10,000) in each at its closing weekly price for the current date in 2008. The 3 excluded from the portfolio computations because of insufficient price data are: BURL, DG and OLLI.


Discount Stores Stocks - Return Results
Portfolio:
Discount Stores Stocks
Start date:
May-27-2008
Start value:
$10,000
End date:
May-27-2018
End value:
$26,374
Number prices
121
Minimum value occurred on Feb-28-2009
$6,480
Maximum value occurred on Jan-31-2018
$30,068
Total gain or loss (Start date to End date)
163.74%
Annualized gain or loss (Start date to End date)
10.18%
Total dollar value on End date of a $10,000 purchase made on Start date
$26,374
Average percent return for all possible buy/sell combinations
72.74%
Number returns
7,260
Number profitable returns (Winners)
6,336
Percent profitable returns
87.27%
Number unprofitable returns (Losers)
924
Percent unprofitable returns
12.73%
Winners to losers ratio
6.86
Stock Return Calculator





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