Portfolio of Diversified Utility Stocks
Well-managed diversified (electric and natural gas) utilities are excellent candidates for a dividend reinvestment portfolio.
The following table includes 7 diversified utilities that have a multiyear
year histories of increasing their dividends.
| Diversified Utilities Stocks | |||||||
Stock | Quote | Dividend & Dividend Yield | Interactive Price Chart | ||||
| Avista Corp. | 1.22 (4.50%) |
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| Consolidated Edison | 2.46 (4.30%) |
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| Integrys | 2.72 (4.70%) |
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| SCANA Corporation | 2.03 (4.10%) |
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| Sempra Energy | 2.52 (3.10%) |
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| Vectren | 1.42 (4.20%) |
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| Wisconsin Energy Corporation | 1.36 (3.30%) |
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To follow the day-to-day progress of the Diversified Utilities Stocks portfolio, check out the returns table and chart below. Portfolio values are computed using weekly closes for stocks from Yahoo! Finance. All 7 stocks are included in the chart computations. The current value of the portfolio assumes that $1,428.57 was invested (total of $10,000) in each stock at its closing weekly price for the first week of January 2003.
|
Diversified Utilities Stocks - Return Results | |
| Portfolio: | Diversified Utilities Stocks |
| Start date: | Jan-02-2003 |
| Start value: | $10,000 |
| End date: | Jun-19-2013 |
| End value: | $31,781 |
| Number prices | 547 |
| Minimum value occurred on Mar-10-2003 | $9,149 |
| Maximum value occurred on Apr-29-2013 | $33,513 |
| Total gain or loss (Start date to End date) | 217.81% |
| Annualized gain or loss (Start date to End date) | 11.62% |
| Sharpe Ratio | 0.81 |
| Total dollar value on End date of a $10,000 purchase made on Start date | $31,781 |
| Average percent return for all possible buy/sell combinations | 41.00% |
| Number returns | 149,331 |
| Number profitable returns (Winners) | 134,421 |
| Percent profitable returns | 90.02% |
| Number unprofitable returns (Losers) | 14,910 |
| Percent unprofitable returns | 9.98% |
| Winners to losers ratio | 9.02 |
Click chart to enlarge it. |
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