Portfolio of Private Equity Stocks

The following table includes 5 private equity stocks.



5 Private Equity Stocks

NameStock

Symbol

Recent Dividends

Apollo Global Management LLCAPO
KKR & Co. L.P.KKR
TCP Capital Corp.TCPC
The Blackstone Group L.P.BX
The Carlyle Group L.P.CG
Dividend chart data from Alpha Vantage as of most recent close.


Portfolio Values

To inspect the performance of the Private Equity Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Alpha Vantage.

All 5 stocks are included in the portfolio computations. The current value of the portfolio assumes that $2,000.00 was invested in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends.

The current value of the $10,000 investment is $23,710. The percent return is 137.10%. The annualized return is 18.85%.


5 Private Equity Stocks Returns

Name

Symbol

% Return & Details

Apollo Global Management LLCAPO136.02%
KKR & Co. L.P.KKR173.74%
TCP Capital Corp.TCPC24.29%
The Blackstone Group L.P.BX248.20%
The Carlyle Group L.P.CG103.24%


Portfolio Value Chart for Last 100 Daily Closes



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