Portfolio of Coal Stocks

October 19, 2018 / www.buyupside.com / Article Link

The following list of 7 coal stocks includes companies based in the United States, Canada and China.

The following diverse mining companies with coal operations are not included in the portfolio: BHP Billiton Limited (BHP), Rio Tinto plc (RIO), South32 Limited (SOUHY) and Teck Resources Limited (TCK).

Coal Stocks
Stock
Price Quote & Dividend
Price Chart
Alliance Holdings GP, L.P.
Alliance Resource Partners LP
Arch Coal
CONSOL Energy
Ramaco Resouces
Suncoke Energy Partners, L.P.
Westmoreland Resource Partners
Price and dividend data from Quandl.


To inspect the performance of the Coal Stocksportfolio, see the returns table and chart below. Portfolio values are computed using monthly closes for stocks from Quandl.

The 3 stocks included in the portfolio computations are: AHGP, ARLP and CNX. The current value of the portfolio assumes that $3,333.33 was invested (total of $10,000) in each stock at its closing monthly price for the current date in 2008. All prices are adjusted for splits and dividends. The 4 stocks excluded from the portfolio computations because of insufficient price data are: ARCH, METC, SXCP and WMLP.


Coal Stocks - Return Results
Portfolio:
Coal Stocks
Start date:
Oct-17-2008
Start value:
$10,000
End date:
Oct-17-2018
End value:
$22,395
Number prices
116
Minimum value occurred on Mar-31-2009
$10,000
Maximum value occurred on Aug-29-2014
$35,540
Total gain or loss (Start date to End date)
123.95%
Annualized gain or loss (Start date to End date)
8.40%
Total dollar value on End date of a $10,000 purchase made on Start date
$22,395
Average percent return for all possible buy/sell combinations
16.32%
Number returns
6,670
Number profitable returns (Winners)
3,711
Percent profitable returns
55.64%
Number unprofitable returns (Losers)
2,959
Percent unprofitable returns
44.36%
Winners to losers ratio
1.25
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