Portfolio of Private Equity Stocks
The following table includes 6 private equity stocks.
|6 Private Equity Stocks|
Stock Retrun & Price Chart
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|
|Current Value of Investment||$20,097.25|
|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.