Portfolio of Private Equity Stocks
The following table includes 6 private equity stocks.
| 6 Private Equity Stocks | ||
|---|---|---|
Stock Retrun & Price Chart | Symbol | Recent Dividends & |
| Apollo Global Management LLC | APO | |
| KKR & Co. L.P. | KKR | |
| Oaktree Capital Group LLC | OAK | |
| 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 Date | Sep-30-2013 |
| Start Investment | $10,000.00 |
| End Date | Sep-16-2019 |
| Current Value of Investment | $20,097.25 |
| Total Return | 100.97% |
| Annualized Return | 12.34% |
| Min Date | Jan-29-2016 |
| Min Price | $8,766.13 |
| Max Date | Sep-16-2019 |
| Max Price | $20,097.25 |
| # Values | 73 |
| Number Returns | 2,628 |
| Number Profitable Returns | 1,996 |
| Percent Profitable Returns | 75.95% |
| Number Unprofitable Returns | 632 |
| Percent Unprofitable Returns | 24.05% |
| Profitable to Unprofitable Returns Ratio | 3.16 |
NOTE: The stocks included in the tables and chart are representative of the industry. They are not recommendations.
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