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Portfolio of Private Equity Stocks


The following table includes 7 private equity stocks.

Private Equity Stocks
Stock
Price Quote & Dividend
1-Yr Price Chart
Apollo Global Management LLC
Fortress Investment Group LLC
KKR & Co. L.P.
Oaktree Capital Group LLC
TCP Capital Corp.
The Blackstone Group L.P.
The Carlyle Group L.P.
Price and dividend data from Quandl.


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

All 7 are included in the portfolio computations. The current value of the portfolio assumes that $1,428.57 was invested (total of $10,000) in each at its closing weekly price for the current date in 2013.


Private Equity Stocks - Return Results
Portfolio:
Private Equity Stocks
Start date:
Nov-17-2007
Start value:
$10,000
End date:
Nov-17-2017
End value:
$25,195
Number prices
23
Minimum value occurred on Jun-30-2012
$10,000
Maximum value occurred on Sep-30-2017
$26,240
Total gain or loss (Start date to End date)
151.95%
Annualized gain or loss (Start date to End date)
707.86%
Total dollar value on End date of a $10,000 purchase made on Start date
$25,195
Average percent return for all possible buy/sell combinations
22.76%
Number returns
253
Number profitable returns (Winners)
167
Percent profitable returns
66.01%
Number unprofitable returns (Losers)
86
Percent unprofitable returns
33.99%
Winners to losers ratio
1.94
Stock Return Calculator


Click chart to enlarge it.



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