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 | $2.47 (4.53%) | |
| Avista Corp. | AVA | $1.62 (3.99%) | |
| CenterPoint Energy | CNP | $1.16 (8.63%) | |
| Consolidated Edison | ED | $3.06 (3.93%) | |
| Sempra Energy | SRE | $4.18 (4.01%) | |
| Wisconsin Energy Corporation | WEC | $2.53 (2.97%) | |
| Dividend data from Quandl as of Apr-05-2020. | |||
| 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 chart 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 $29,466. The percent return is 194.66%. The annualized return is 11.41%.
| Return Summary for Diversified Utilities Stocks | ||
|---|---|---|
| Start Date | Apr-30-2010 | |
| Start Investment | $10,000.00 | |
| End Date | Apr-06-2020 | |
| Current Value of Investment | $29,465.86 | |
| Total Return | 194.66% | |
| Annualized Return | 11.41% | |
| Min Date | May-28-2010 | |
| Min Price | $9,423.96 | |
| Max Date | Jan-31-2020 | |
| Max Price | $37,348.87 | |
| # Monthly Prices | 121 | |
| Number Returns | 7,260 | |
| Number Profitable Returns | 6,971 | |
| Percent Profitable Returns | 96.02% | |
| Number Unprofitable Returns | 289 | |
| Percent Unprofitable Returns | 3.98% | |
| Profitable to Unprofitable Returns Ratio | 24.12 | |
| Use Stock Return Calculator to compute returns for individual stocks. | ||
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.
See Portfolio on Dividend Income Stocks: Diversified Utilities
Related Portfolios
Portfolio of Dividend-Paying Natural Gas Utilities Stocks
Portfolio of Dividend-Paying Water Utilities Stocks