5 Daily Recommendations in the Utilities Sector

Historic performance of the 5 daily recommendations from the Utilities Sector.
XLU is used as benchmark.  It is the Utilities Select SPDR - an exchanged traded fund.

5 Daily Recommendations *
Benchmark (XLU)
1 year
20+ %
16 %
3 yr annualized
13 %
13 %
5 yr annualized
20+ %
11 %

Despite a  poor 2015, the recommendations are again giving good results during  2016.

  * The returns shown assume investment of equal amounts each day in each recommended stock,  buying and selling at the opening price the day of recommendations, holding for one week and repeating with fresh recommendations.  The returns are calculated assuming a starting portfolio of $1 million and $8 commission paid on each buy and sell.

Cumulative returns Utilities stocks
Cumulative returns Sector 12 Utility stocks yearly

These performance graphs - five year (all recommendations certified before market open)  of Utilities Sector recommendations visualize historic risks and returns - "past performance" - against the XLU ETF benchmark for the Utilities Sector.  When the value of a line falls below a portion of the line to the left, there is risk.  Both the benchmark and the recommendations have risk and rewards.

Contact sales@zzalpha.com for information on this or other recommendation sets.