Portfolio of Private Equity Stocks

The following table includes 6 private equity stocks.


6 Private Equity Stocks

Stock Retrun & Price Chart

Symbol

Recent Dividends &
Growth Rate

Apollo Global Management LLCAPO
KKR & Co. L.P.KKR
Oaktree Capital Group LLCOAK
TCP Capital Corp.TCPC
The Blackstone Group L.P.BX
The Carlyle Group L.P.CG
Dividend chart data from Quandl as of today.


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

All 6 stocks are included in the portfolio computations. The current value of the portfolio assumes that $1,666.67 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 $20,097. The percent return is 100.97%. The annualized return is 12.34%.




Return Summary for Private Equity Stocks
Start DateSep-30-2013
Start Investment$10,000.00
End DateSep-16-2019
Current Value of Investment$20,097.25
Total Return100.97%
Annualized Return12.34%
Min DateJan-29-2016
Min Price$8,766.13
Max DateSep-16-2019
Max Price$20,097.25
# Values73
Number Returns2,628
Number Profitable Returns1,996
Percent Profitable Returns75.95%
Number Unprofitable Returns632
Percent Unprofitable Returns24.05%
Profitable to Unprofitable Returns Ratio3.16



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


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