Portfolio of Off-Price and Discount Stores Stocks
Here is a table of 8 off-price and discount stores stocks.
Portfolio Components Performance
| Stock Name, Symbol & Link to Return Info | Current Stock Price | Current Value of Investment | Percent Total Return | Annualized Return |
|---|---|---|---|---|
| BJ's Wholesale Club (BJ) | $103.43 | $1,563.57 | 56.36% | 9.52% |
| Burlington Stores (BURL) | $235.15 | $802.20 | -19.78% | -4.38% |
| Costco Wholesale (COST) | $992.13 | $1,937.14 | 93.71% | 14.39% |
| Dollar General (DG) | $126.18 | $622.18 | -37.78% | -9.20% |
| Dollar Tree (DLTR) | $127.18 | $950.31 | -4.97% | -1.03% |
| 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: $8,000.00 Summary for 8 Stocks Combined
• Average Years used for Annualized Return: 4.92 Years (39.33 Total Years / 8 Stocks)
• Current Value of Investments: $11,611.95
• Percent Total Return: +45.15%
• Annualized Return: +7.87%
• Total Amount of Investments: $8,000.00 Summary for 8 Stocks Combined
• Average Years used for Annualized Return: 4.92 Years (39.33 Total Years / 8 Stocks)
• Current Value of Investments: $11,611.95
• Percent Total Return: +45.15%
• Annualized Return: +7.87%
Historical Valuation Charts
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• Percent Total Return: 0.00%
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• Initial Investment: $1,000.00 made on ---
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