Portfolio of Heating, Ventilation and Air Conditioning (HVAC)  Stocks - Expanded Version

Here is a table of 9 heating, ventilation and air conditioning (HVAC)  stocks.


9 HVAC Stocks

Name
& Monthly Returns

Symbol
& Snapshot

Recent Prices
& Trendline Chart

AAONAAON
CarrierCARR
Comfort Systems USAFIX
Johnson ControlsJCI
Lennox InternationalLII
TecogenTGEN
The AZEK CompanyAZEK
TraneTT
WatscoWSO
Sparkline weekly price charts based on Alpha Vantage data.


Portfolio Values


To inspect the performance of the HVAC Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Alpha Vantage.

The 7 stocks included in the portfolio computations are: AAON, FIX, JCI, LII, TGEN, TT and WSO. The current value of the portfolio assumes that $1,428.57 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. CARR and AZEK were excluded from the portfolio computations because of insufficient price data.

The current value of a $10,000 investment is $21,307. The percent return is 113.07%. The annualized return is 16.33%.



Portfolio Value Chart for Last 100 Daily Closes


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See Portfolio of Heating, Ventilation and Air Conditioning (HVAC) Stocks.

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