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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 monthly 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 2008.


Diversified Utilities Stocks - Return Results
Portfolio:
Diversified Utilities Stocks
Start date:
Apr-25-2008
Start value:
$10,000
End date:
Apr-25-2018
End value:
$30,081
Number prices
121
Minimum value occurred on Feb-28-2009
$7,849
Maximum value occurred on Nov-30-2017
$31,855
Total gain or loss (Start date to End date)
200.81%
Annualized gain or loss (Start date to End date)
11.64%
Total dollar value on End date of a $10,000 purchase made on Start date
$30,081
Average percent return for all possible buy/sell combinations
66.61%
Number returns
7,260
Number profitable returns (Winners)
6,821
Percent profitable returns
93.95%
Number unprofitable returns (Losers)
439
Percent unprofitable returns
6.05%
Winners to losers ratio
15.54
Stock Return Calculator





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