Portfolio of Diversified Utilities Stocks
See the following table includes 6 diversified utilities.
| 6 Diversified Utilities Stocks | |||
|---|---|---|---|
Stock Return & Price Chart | Symbol | Dividend (Yield)& | Recent Dividends |
| ALLETE | ALE | $2.35 (2.85%) | |
| Avista Corp. | AVA | $1.55 (3.22%) | |
| CenterPoint Energy | CNP | $1.15 (4.25%) | |
| Consolidated Edison | ED | $2.96 (3.33%) | |
| Sempra Energy | SRE | $3.87 (2.51%) | |
| Wisconsin Energy Corporation | WEC | $2.36 (2.48%) | |
| Dividend data from Quandl as of Jan-16-2020. | |||
| 6 Diversified Utilities Stocks | ||
|---|---|---|
Stock Returns & Price Chart | Symbol | Recent Prices & |
| ALLETE | ALE | |
| Avista Corp. | AVA | |
| CenterPoint Energy | CNP | |
| Consolidated Edison | ED | |
| Sempra Energy | SRE | |
| Wisconsin Energy Corporation | WEC | |
| Price data from Quandl as of most recent close. | ||
To inspect the performance of the Diversified Utilities Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Quandl.All 6 stocks are included in the portfolio computations. The current value of the portfolio assumes that $1,666.67 was invested (total of $10,000) in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends.
The current value of a $10,000 investment is $39,596. The percent return is 295.96%. The annualized return is 14.75%.
| Return Summary for Diversified Utilities Stocks | |
|---|---|
| Start Date | Jan-29-2010 |
| Start Investment | $10,000.00 |
| End Date | Jan-23-2020 |
| Current Value of Investment | $39,595.76 |
| Total Return | 295.96% |
| Annualized Return | 14.75% |
| Min Date | Feb-26-2010 |
| Min Price | $9,936.10 |
| Max Date | Jan-23-2020 |
| Max Price | $39,595.76 |
| # Monthly Prices | 121 |
| Number Returns | 7,260 |
| Number Profitable Returns | 7,027 |
| Percent Profitable Returns | 96.79% |
| Number Unprofitable Returns | 233 |
| Percent Unprofitable Returns | 3.21% |
| Profitable to Unprofitable Returns Ratio | 30.16 |
NOTE: The stocks included in the tables and chart are representative of the industry. They are not recommendations.
Use Stock Symbol and Stock Portfolio Finder to find a stock in a buyupside.com portfolio.
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