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Portfolio of Boutique Investment Banks

Here is a table of 8 boutique investment banks.

Boutique Investment Bank Stocks
Stock
Price Quote & Dividend
Recent Dividends
1-Yr Price Chart
Cowen
Evercore Partners
Houlihan Lokey
Moelis & Company
Piper Jaffray Companies
PJT Partners
Raymond James Financial
Stifel Financial Corporation
Price and dividend data from Quandl.


To inspect the performance of the Boutique Investment Bank Stocks portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes from Quandl.

The 5 stocks included in the portfolio computations are: COWN, EVR, PJC, RJF and SF. The current value of the portfolio assumes that $2,000.00 was invested (total of $10,000) in each at its closing quarterly price for the current date in 2007. The 3 stocks excluded from the portfolio computations because prices started after 2007: HLI, MC and PJT.


Boutique Investment Bank Stocks - Return Results
Portfolio:
Boutique Investment Bank Stocks
Start date:
Aug-16-2007
Start value:
$10,000
End date:
Aug-16-2017
End value:
$19,904
Number prices
41
Minimum value occurred on Jun-30-2008
$6,359
Maximum value occurred on Sep-30-2017
$19,904
Total gain or loss (Start date to End date)
99.04%
Annualized gain or loss (Start date to End date)
6.95%
Total dollar value on End date of a $10,000 purchase made on Start date
$19,904
Average percent return for all possible buy/sell combinations
42.98%
Number returns
820
Number profitable returns (Winners)
631
Percent profitable returns
76.95%
Number unprofitable returns (Losers)
189
Percent unprofitable returns
23.05%
Winners to losers ratio
3.34
See Multiyear Chart of Monthly Portfolio Values


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