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Portfolio of Diversified Utilities Stocks


See the following table includes 7 diversified utilities.


Diversified Utilities Stocks
Stock
Price Quote & Dividend
1-Yr Price Chart
ALLETE
Avista Corp.
Consolidated Edison
SCANA Corporation
Sempra Energy
Vectren
Wisconsin Energy Corporation
Price and dividend data from Quandl.


To inspect the performance of the Diversified Utilities Stocks portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes for from Quandl.

All 7 are included in the portfolio computations. The current value of the portfolio assumes that $1,428.57 was invested (total of $10,000) in each at its closing weekly price for the current date in 2007.


Diversified Utilities Stocks - Return Results
Portfolio:
Diversified Utilities Stocks
Start date:
Nov-22-2007
Start value:
$10,000
End date:
Nov-22-2017
End value:
$30,065
Number prices
41
Minimum value occurred on Mar-31-2009
$7,801
Maximum value occurred on Dec-31-2017
$30,065
Total gain or loss (Start date to End date)
200.65%
Annualized gain or loss (Start date to End date)
303.94%
Total dollar value on End date of a $10,000 purchase made on Start date
$30,065
Average percent return for all possible buy/sell combinations
62.87%
Number returns
820
Number profitable returns (Winners)
738
Percent profitable returns
90.00%
Number unprofitable returns (Losers)
82
Percent unprofitable returns
10.00%
Winners to losers ratio
9.00
Stock Return Calculator


Click chart to enlarge it.



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