Portfolio of Water Utility Stocks
Fueled by a robust demand for a reliable and safe supply of drinking and commercial water, many water utilities enjoyed long-term price appreciation before heading to the downside. Their lower stock prices have pushed up dividend yields.
The following table includes 6 water utilities that have multiyear histories
of increasing their dividends These stocks are worth considering for a
dividend reinvestment portfolio.
| Water Utilities Stocks | |||||||
Stock | Quote | Dividend & Dividend Yield | Interactive Price Chart | ||||
| American States Water Company | 1.42 (2.60%) |
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| Aqua America | 0.76 (2.30%) |
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| California Water Service Group | 0.64 (3.10%) |
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| Connecticut Water Service | 0.97 (3.30%) |
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| Middlesex Water Company | 0.75 (3.80%) |
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| SJW Corp. | 0.73 (2.70%) |
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To follow the day-to-day progress of the Water Utilities Stocks portfolio, check out the returns table and chart below. Dollar values are computed using weekly closes for stocks from Yahoo! Finance. All 6 stocks are included in the chart computations. The current value of the portfolio assumes that $1,666.67 was invested (total of $10,000) in each stock at its closing weekly price for the first week of January 2003.
|
Water Utilities Stocks - Return Results | |
| Portfolio: | Water Utilities Stocks |
| Start date: | Jan-02-2003 |
| Start value: | $10,000 |
| End date: | May-22-2013 |
| End value: | $25,558 |
| Number prices | 543 |
| Minimum value occurred on Jan-02-2003 | $10,000 |
| Maximum value occurred on May-20-2013 | $25,558 |
| Total gain or loss (Start date to End date) | 155.58% |
| Annualized gain or loss (Start date to End date) | 9.40% |
| Sharpe Ratio | 0.76 |
| Total dollar value on End date of a $10,000 purchase made on Start date | $25,558 |
| Average percent return for all possible buy/sell combinations | 24.64% |
| Number returns | 147,153 |
| Number profitable returns (Winners) | 120,970 |
| Percent profitable returns | 82.21% |
| Number unprofitable returns (Losers) | 26,183 |
| Percent unprofitable returns | 17.79% |
| Winners to losers ratio | 4.62 |
Click chart to enlarge it. |
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