Portfolio of $1000 Plus Stocks
Here is a table of $1,000 plus stocks. The stocks were selected from the MarketWatch stock screener.
Portfolio Components Performance
| Stock Name, Symbol & Link to Return Info | Current Stock Price | Current Value of Investment | Percent Total Return | Annualized Return |
|---|---|---|---|---|
| Comfort Systems USA Inc. (FIX) | $1,347.77 | $14,481.66 | 1,348.17% | 72.23% |
| Eli Lilly & Co. (LLY) | $1,281.91 | $5,389.50 | 438.95% | 40.86% |
| United Rentals Inc. (URI) | $1,162.00 | $3,564.03 | 256.40% | 29.50% |
| First Citizens Bancshares Inc. Cl A (FCNCA) | $2,355.51 | $2,980.00 | 198.00% | 24.87% |
| W.W. Grainger Inc. (GWW) | $1,342.72 | $2,920.14 | 192.01% | 24.35% |
| If a stock does not have 5 years of prices, all available monthly prices are used for return computations. All computations are based on the latest monthly split and dividend adjusted closes from Alpha Vantage. | ||||
Combined Portfolio Performance Summary:
• Total Amount of Investments: $19,000.00 Summary for 19 Stocks Combined
• Average Years used for Annualized Return: 4.92 Years (93.42 Total Years / 19 Stocks)
• Current Value of Investments: $54,566.97
• Percent Total Return: +187.19%
• Annualized Return: +23.93%
• Total Amount of Investments: $19,000.00 Summary for 19 Stocks Combined
• Average Years used for Annualized Return: 4.92 Years (93.42 Total Years / 19 Stocks)
• Current Value of Investments: $54,566.97
• Percent Total Return: +187.19%
• Annualized Return: +23.93%
Historical Valuation Charts
Investment Growth Summary for ---:
• Initial Investment: $1,000.00 made on ---
• Split/Dividend Adjusted Purchase Price: $0.00
• Current Valuation Date: ---
• Current Month Adjusted Close Price: $0.00
• Current Value of Investment: $0.00
• Percent Total Return: 0.00%
• Annualized Return: 0.00%
• Initial Investment: $1,000.00 made on ---
• Split/Dividend Adjusted Purchase Price: $0.00
• Current Valuation Date: ---
• Current Month Adjusted Close Price: $0.00
• Current Value of Investment: $0.00
• Percent Total Return: 0.00%
• Annualized Return: 0.00%