Retirement Stock Portfolios - Dividend-Paying Utilities Stocks
Retirement investors look for companies that consistently increase their dividends paid from steadily increasing free cash. Usually these type of stocks reward patient investors with multi-year price appreciation (long-term capital gains) and increasing dividends that beat the rate of inflation.
Here are eleven well-known dividend-paying utilities stocks that are
appropriate for a conservative income-oriented stock-based portfolio.
Many of these stocks have long periods of paying rising dividends.
| Dividend-Paying Utilities Stocks Portfolio | ||||||||
Stock | Quote | Dividend & Dividend Yield | Interactive Price Chart | Comments | ||||
| American States Water Company | 1.42 (2.60%) |
Water |
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| Aqua America | 0.76 (2.30%) |
Water |
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| Atmos Energy Corporation | 1.40 (3.10%) |
Natural Gas |
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| Consolidated Edison | 2.46 (4.00%) |
Diversified |
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| NextEra Energy | 2.64 (3.30%) |
Electric |
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| Integrys | 2.72 (4.40%) |
Diversified |
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| National Fuel Gas | 1.46 (2.30%) |
Diversified |
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| Northwest Natural Gas Company (NW Natural) | 1.82 (4.10%) |
Natural Gas |
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| Vectren | 1.42 (3.90%) |
Diversified |
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| WGL Holdings | 1.68 (3.70%) |
Natural Gas |
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To follow the day-to-day progress of the Dividend-Paying Utilities Stocks Portfolio portfolio, check out the returns table and chart below. Dollar values are computed using weekly closes for stocks from Yahoo! Finance. All 10 stocks are included in the chart computations. The current value of the portfolio assumes that $1,000.00 was invested (total of $10,000) in each stock at its closing weekly price for the first week of January 2003.
|
Dividend-Paying Utilities Stocks Portfolio - Return Results | |
| Portfolio: | Dividend-Paying Utilities Stocks Portfolio |
| Start date: | Jan-02-2003 |
| Start value: | $10,000 |
| End date: | May-23-2013 |
| End value: | $30,340 |
| Number prices | 543 |
| Minimum value occurred on Feb-03-2003 | $9,409 |
| Maximum value occurred on May-13-2013 | $30,830 |
| Total gain or loss (Start date to End date) | 203.40% |
| Annualized gain or loss (Start date to End date) | 11.21% |
| Sharpe Ratio | 0.80 |
| Total dollar value on End date of a $10,000 purchase made on Start date | $30,340 |
| Average percent return for all possible buy/sell combinations | 38.90% |
| Number returns | 147,153 |
| Number profitable returns (Winners) | 134,001 |
| Percent profitable returns | 91.06% |
| Number unprofitable returns (Losers) | 13,152 |
| Percent unprofitable returns | 8.94% |
| Winners to losers ratio | 10.19 |
Click chart to enlarge it. |
See Retirement Stock Portfolios - Dividend-Paying Blue Chip Stocks.
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