So far, this has been a very good year to buy and hold utility stocks. The Dow Jones Utility Average including dividends returned 15.4 percent in the first half of the year.
Our 2019 picks from the January article did even better with an 18 percent average total return. That beat our pans’ 6 percent return by a 3-to-1 margin.
As the table “2019 Picks and Pans” highlights, much of that outperformance came from crackups in several of the pans, which more than offset a couple of big gains I did not expect.
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Smart investing. Taking advantage of real opportunities and not fads (and knowing the difference). Finding the companies and stocks that will deliver for the long haul, so investing lets you live instead of investing turning into your life. Roger Conrad has dedicated his career to these principles—and that’s what Conrad's Utility Investor delivers.
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
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Warning: Falling Dividends.
Roger's current take and vital statistics on more than 200 essential-services stocks.