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: | Jun-22-2008 |
| Start value: | $10,000 |
| End date: | Jun-22-2018 |
| End value: | $30,300 |
| Number prices | 121 |
| Minimum value occurred on Feb-28-2009 | $7,842 |
| Maximum value occurred on Nov-30-2017 | $31,920 |
| Total gain or loss (Start date to End date) | 203.00% |
| Annualized gain or loss (Start date to End date) | 11.72% |
| Total dollar value on End date of a $10,000 purchase made on Start date | $30,300 |
| Average percent return for all possible buy/sell combinations | 67.28% |
| Number returns | 7,260 |
| Number profitable returns (Winners) | 6,855 |
| Percent profitable returns | 94.42% |
| Number unprofitable returns (Losers) | 405 |
| Percent unprofitable returns | 5.58% |
| Winners to losers ratio | 16.93 |
| Stock Return Calculator | |
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