Portfolio of Private Equity Stocks

The following table includes 6 private equity stocks.


6 Private Equity Stocks

Stock Return & Price Chart

Symbol

Recent Dividends

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.

6 Private Equity Stocks

Stock Returns & Price Chart

Symbol

Recent Prices &
Annualized Return

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
Price data from Quandl as of most recent close.


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 $26,653. The percent return is 166.53%. The annualized return is 16.51%.



Return Summary for Private Equity Stocks
Start DateSep-30-2013
Start Investment$10,000.00
End DateFeb-18-2020
Current Value of Investment$26,652.55
Total Return166.53%
Annualized Return16.51%
Min DateSep-30-2013
Min Price$10,000.00
Max DateFeb-18-2020
Max Price$26,652.55
# Monthly Prices78
Number Returns3,003
Number Profitable Returns2,364
Percent Profitable Returns78.72%
Number Unprofitable Returns639
Percent Unprofitable Returns21.28%
Profitable to Unprofitable Returns Ratio3.70


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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