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) | $98.45 | $1,737.56 | 73.76% | 11.89% |
| Burlington Stores (BURL) | $371.13 | $1,239.21 | 23.92% | 4.46% |
| Costco Wholesale (COST) | $974.03 | $2,255.69 | 125.57% | 17.99% |
| Dollar General (DG) | $127.56 | $622.74 | -37.73% | -9.18% |
| Dollar Tree (DLTR) | $128.57 | $1,420.04 | 42.00% | 7.39% |
| 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: $12,881.54
• Percent Total Return: +61.02%
• Annualized Return: +10.17%
• 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: $12,881.54
• Percent Total Return: +61.02%
• Annualized Return: +10.17%
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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