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Portfolio of Propane and Heating Oil MLPs

See the following 5 retail propane and heating oil master limited partnerships (MLPs). Be sure to understand the tax implications of MLPs in retirement accounts.

Propane and Heating Oil MLPs
Stock
Quote
Annual Dividend & Yield
Recent Dividends
1-Yr Price Chart
AmeriGas Partners, L.P
3.80 (8.62%)
Ferrellgas Partners, L.P.
0.40 (8.33%)
NGL Energy Partners LP
1.56 (14.65%)
Star Gas Partners, L.P
0.44 (4.14%)
Suburban Propane Partners, L.P.
3.55 (14.66%)
Dividend yield data from Yahoo! Finance as of Aug-12-2017. Price and dividend data from Quandl.


To inspect the performance of the Propane and Heating Oil MLPs portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes from Quandl.

The 4 stocks included in the portfolio computations are: APU, FGP, SGU and SPH. The current value of the portfolio assumes that $2,500.00 was invested (total of $10,000) in each at its closing quarterly price for the current date in 2007. NGL was excluded from the portfolio computations because prices started after 2007.


Propane and Heating Oil MLPs - Return Results
Portfolio:
Propane and Heating Oil MLPs
Start date:
Aug-17-2007
Start value:
$10,000
End date:
Aug-17-2017
End value:
$20,868
Number prices
41
Minimum value occurred on Dec-31-2008
$7,505
Maximum value occurred on Jun-30-2016
$22,655
Total gain or loss (Start date to End date)
108.68%
Annualized gain or loss (Start date to End date)
7.44%
Total dollar value on End date of a $10,000 purchase made on Start date
$20,868
Average percent return for all possible buy/sell combinations
47.99%
Number returns
820
Number profitable returns (Winners)
688
Percent profitable returns
83.90%
Number unprofitable returns (Losers)
132
Percent unprofitable returns
16.10%
Winners to losers ratio
5.21
See Multiyear Chart of Monthly Portfolio Values


Related Article

Master Limited Partnerships (MLPs) (A-Z)