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Portfolio of Water Utilities Stocks

The following table includes 11 water utilities. Many water utilities have multiyear histories of increasing their dividends making them candidates for a dividend reinvestment portfolio.


Water Utilities Stocks
Stock
Quote
Annual Dividend & Yield
Recent Dividends
1-Yr Price Chart
American States Water Company
0.97 (1.95%)
American Water
1.66 (2.04%)
Aqua America
0.77 (2.25%)
Artesian Resources
0.93 (2.32%)
California Water Service Group
0.72 (1.91%)
Connecticut Water Service
1.19 (1.97%)
Consolidated Water Co. Ltd.
0.30 (2.39%)
Global Water Resources
0.28 (2.82%)
Middlesex Water Company
0.84 (2.09%)
SJW Corp.
0.87 (1.67%)
York Water Company
0.64 (1.64%)
Dividend yield data from Yahoo! Finance as of Jun-17-2017. Price and dividend data from Quandl.


To inspect the performance of the Water Utilities Stocks portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes from Quandl.

The 9 included in the portfolio computations are: AWR, WTR, ARTNA, CWT, CTWS, CWCO, MSEX, SJW and YORW. The current value of the portfolio assumes that $1,111.11 was invested (total of $10,000) in each at its closing quarterly price for the current date in 2007. AWK and GWRS were excluded from the portfolio computations because of insufficient price data.


Water Utilities Stocks - Return Results
Portfolio:
Water Utilities Stocks
Start date:
Jun-26-2007
Start value:
$10,000
End date:
Jun-26-2017
End value:
$27,200
Number prices
41
Minimum value occurred on Mar-31-2009
$8,488
Maximum value occurred on Jun-30-2017
$27,200
Total gain or loss (Start date to End date)
172.00%
Annualized gain or loss (Start date to End date)
255.77%
Total dollar value on End date of a $10,000 purchase made on Start date
$27,200
Average percent return for all possible buy/sell combinations
48.23%
Number returns
820
Number profitable returns (Winners)
705
Percent profitable returns
85.98%
Number unprofitable returns (Losers)
115
Percent unprofitable returns
14.02%
Winners to losers ratio
6.13
Portfolio Value Chart     Stock Return Calculator


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