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Portfolio of Diversified Utilities 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
Price Quote & Dividend
1-Year Price Chart
ALLETE
Avista Corp.
Consolidated Edison
SCANA Corporation
Sempra Energy
Vectren
Wisconsin Energy Corporation
Price and dividend data from Yahoo! Finance. Click small charts (sparklines) to expand. * Uses 10 years or all years of dividends and prices, whichever is less.


To inspect the performance of the Diversified Utilities Stocks portfolio, see 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 portfolio 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 current date in 2007.


Diversified Utilities Stocks - Return Results
Portfolio:
Diversified Utilities Stocks
Start date:
Apr-27-2007
Start value:
$10,000
End date:
Apr-27-2017
End value:
$26,488
Number prices
523
Minimum value occurred on Mar-02-2009
$6,644
Maximum value occurred on Apr-24-2017
$26,488
Total gain or loss (Start date to End date)
164.88%
Annualized gain or loss (Start date to End date)
10.17%
Total dollar value on End date of a $10,000 purchase made on Start date
$26,488
Average percent return for all possible buy/sell combinations
59.53%
Number returns
136,503
Number profitable returns (Winners)
125,832
Percent profitable returns
92.18%
Number unprofitable returns (Losers)
10,671
Percent unprofitable returns
7.82%
Winners to losers ratio
11.79
See Stock Return Calculator for return information for individual stocks or ETFs.


Click chart to enlarge it.



Customize your own Portfolio of Diversified Utilities Stocks using stocks from the above table. See returns for specified combinations of stocks for specified durations.

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