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) | $91.49 | $1,665.88 | 66.59% | 10.75% |
| Burlington Stores (BURL) | $239.04 | $842.97 | -15.70% | -3.36% |
| Costco Wholesale (COST) | $904.77 | $2,123.92 | 112.39% | 16.26% |
| Dollar General (DG) | $124.58 | $639.07 | -36.09% | -8.57% |
| Dollar Tree (DLTR) | $118.17 | $1,234.54 | 23.45% | 4.30% |
| 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: 5.00 Years (40.00 Total Years / 8 Stocks)
• Current Value of Investments: $12,018.84
• Percent Total Return: +50.24%
• Annualized Return: +8.48%
• Total Amount of Investments: $8,000.00 Summary for 8 Stocks Combined
• Average Years used for Annualized Return: 5.00 Years (40.00 Total Years / 8 Stocks)
• Current Value of Investments: $12,018.84
• Percent Total Return: +50.24%
• Annualized Return: +8.48%
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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