When a stock sector crushes the S&P 500 index by 15 percentage points over a full year, it’s normally cause for euphoria. But utilities, which are both regulated and sensitive to interest rates, are not your typical industry. And that massive 15-point outperformance translates to just a 1.5% total return over the past 12 months. Now the category confronts several perils. If you are a longtime utility investor, there’s no urgency to quit, particularly if you enjoy a fine dividend yield on the original or average cost. The group’s 10-year annualized total return of 11% is excellent. But the bright lights are flickering.
この記事は Kiplinger's Personal Finance の February 2023 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。
すでに購読者です ? サインイン
この記事は Kiplinger's Personal Finance の February 2023 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。
すでに購読者です? サインイン
Beat the Market? Not Likely
IN 1963, the columnist Jimmy Breslin wrote a delightful book about the initial, disastrous year of the New York Mets.
IS 2025 THE YEAR WORKERS WILL RETURN TO THE OFFICE?
Managers want to cut back on remote work, but many employees value flexibility.
THE OUTLOOK FOR HOME AND AUTO INSURANCE
Premiums may not increase as much as in recent years, but the industry remains under pressure.
FINANCIAL STOCKS SHOULD PAY OFF
But investors must be choosy about where to put money in this broad sector.
IGNORING THE BULL-MARKET BANDWAGON
This investing veteran remains wary of stocks.
Be Careful With Interval Funds
YOU may have been hearing more often about interval funds.
WHY YOU SHOULD TAKE EXTRA CARE WITH YOUR TAX RETURN
You can minimize your tax bill and avoid unwanted attention from the IRS by watching out for common errors and oversights.
The Benefits of Sharing a Bank Account With Your Parents
Opening a joint account provides a way to monitor an older person's finances.
THE POWER OF EVERYDAY CHARITABLE GIVING
This group is on a mission to understand the declining number of donors and volunteers—and to enact change.
SHOULD YOU MAKE THE SWITCH TO SOLAR ENERGY?
Outfitting your home with a solar power system can slash your electric bill-and federal tax credits have made the conversion more attractive than ever.
