Custom Search


Portfolio of Private Equity Stocks


The following table includes 7 private equity stocks.

Private Equity Stocks
Stock
Price Quote & Dividend
Recent Dividends
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 from Quandl.

All 7 stocks 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 quarterly price for the current date in 2013.


Private Equity Stocks - Return Results
Portfolio:
Private Equity Stocks
Start date:
Aug-16-2013
Start value:
$10,000
End date:
Aug-16-2017
End value:
$13,418
Number prices
17
Minimum value occurred on Jun-30-2016
$8,989
Maximum value occurred on Sep-30-2017
$13,418
Total gain or loss (Start date to End date)
34.18%
Annualized gain or loss (Start date to End date)
7.16%
Total dollar value on End date of a $10,000 purchase made on Start date
$13,418
Average percent return for all possible buy/sell combinations
-0.84%
Number returns
136
Number profitable returns (Winners)
59
Percent profitable returns
43.38%
Number unprofitable returns (Losers)
77
Percent unprofitable returns
56.62%
Winners to losers ratio
0.77
See Multiyear Chart of Monthly Portfolio Values


Related Articles

Business Development Company (BDC) Stocks Offer High Yields
Portfolio of Boutique Investment Banks
Portfolio of High-Yield Blue-Chip Stocks
Portfolio of High-Yield Residential and Commercial Mortgage REITs