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Highest Score Improvers

Tradestie Score Based
58 Score

Utilities dividend portfolio for stable income and score growth in 2026

Discover the Highest Score Improvers portfolio, a concentrated utilities strategy designed to capture dividend income and capital appreciation through top-performing stocks in a defensive sector. With a Tradestie Score of 61.47, this three-stock allocation targets consistent returns by focusing on companies showing strong momentum improvements, serving as an efficient sector ETF alternative for investors seeking reliable cash flow without broad market exposure. In the 2026 market outlook, the portfolio emphasizes undervalued utilities names poised for steady growth amid rising energy demand and infrastructure spending.

The holdings feature Avista Corporation (AVA) at 50 percent, American States Water Company (AWR) at 25 percent, and CenterPoint Energy Inc (CNP) at 25 percent, each selected for robust dividend histories and operational resilience. Avista (AVA) stands out for its regulated electric and natural gas operations that support attractive yields, while American States Water (AWR) benefits from essential water utility services with predictable revenue streams ideal for long-term holding. CenterPoint Energy (CNP) adds exposure to electric transmission and natural gas, positioning these dividend stocks as compelling picks for Q1 2026 amid favorable regulatory environments.

This portfolio suits passive income seekers and retirement portfolio builders looking for low-volatility exposure rather than aggressive growth stocks. Key considerations include sector concentration risks, interest rate sensitivity, and utilities-specific factors like regulatory changes that could impact valuations despite the overall defensive nature of the allocation.

Total Return
-5.79%
YTD Return
7.23%
Daily Return
1.32%
Holdings
3
Initial Value
$10000
Current Value
$9421
Tracking Since
Dec 26, 2025
Diversification
3
Sector Allocation
Utilities
100%

Performance (30 Days)

Holdings

Ticker Weight Price Change 7DTD Total Return Score Alert Info Chart
AVA 50.0% $41.03 +1.21% +0.17% -0.61% 51
AWR 25.0% $84.86 +1.82% +5.17% +2.49% 62
CNP 25.0% $44.19 +1.04% -0.08% +0.33% 66

Rebalance History

2026-06-30
2026-06-29
2026-05-28
ETR (+14.6%) AVA (Score: 64)
2026-05-19
CWEN dropped Return: -9.15%
2026-05-04
NWN dropped Return: +10.80%
2026-04-14
BACC dropped Return: +0.69%
2026-03-19
2026-03-18
ARR dropped Return: -6.73%
2026-03-17
AAMI dropped Return: -6.53%
2026-03-12
2026-03-11
ELPC dropped Return: +14.67%
2026-03-04
ACRE (+1.8%) ARR (Score: 61)
AGM (-8.5%) AAMI (Score: 61)
2026-02-18
2026-02-17
IBKR dropped Return: +4.00%
2026-02-05
HTO dropped Return: +3.90%
2026-02-03
AAOI dropped Return: +35.49%
2026-02-02
ASTS dropped Return: +7.04%
2026-02-01
ADP dropped Return: -7.22%
DJT dropped Return: -11.31%
CEVA dropped Return: -7.46%
CCC dropped Return: -10.30%
HLI dropped Return: -7.40%
2026-01-14
MDB (-0.2%) CCC (Score: 61)
2026-01-10
DXC (+0.3%) ADP (Score: 66)

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