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Business Development Company (BDC) Stocks Offer High Yields

Business development companies (BDC) pay high dividends and may be appropriate for income portfolios. However, these stocks could react negatively to increasing interest rates.

The following table includes 12 BDC stocks.

BDC Stocks
Stock
Quote
Annual Dividend & Yield
Annual Dividend 100 Shares
1-Yr Price Chart
Apollo Investment Corporation
0.60 (9.36%)
$60.00
Ares Capital Corporation
1.52 (9.26%)
$152.00
Fifth Street Finance
0.47 (11.45%)
$47.00
Goldman Sachs BDC
1.80 (8.01%)
$180.00
Golub Capital BDC
1.28 (6.59%)
$128.00
Hercules Technology Growth Capital
1.24 (9.73%)
$124.00
Main Street Capital
2.28 (5.74%)
$228.00
PennantPark Investment
0.72 (9.44%)
$72.00
Prospect Capital Corporation
1.00 (12.52%)
$100.00
TICC Capital
0.89 (13.22%)
$89.00
TPG Specialty Lending
1.56 (7.59%)
$156.00
Triangle Capital Corporation
1.80 (12.90%)
$180.00
Sum Dividends
$1,516.00
Dividend yield data from Yahoo! Finance as of Oct-14-2017. Price and dividend data from Quandl.


To inspect the performance of the BDC Stocks portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes for from Quandl.

The 5 included in the portfolio computations are: AINV, ARCC, HTGC, PSEC and TICC. The current value of the portfolio assumes that $2,000.00 was invested (total of $10,000) in each at its closing weekly price for the current date in 2007. The 7 excluded from the portfolio computations because of insufficient price data are: FSC, GSBD, GBDC, MAIN, PNNT, TSLX and TCAP.


BDC Stocks - Return Results
Portfolio:
BDC Stocks
Start date:
Oct-24-2007
Start value:
$10,000
End date:
Oct-24-2017
End value:
$28,710
Number prices
41
Minimum value occurred on Mar-31-2009
$5,095
Maximum value occurred on Mar-31-2017
$31,613
Total gain or loss (Start date to End date)
187.10%
Annualized gain or loss (Start date to End date)
280.99%
Total dollar value on End date of a $10,000 purchase made on Start date
$28,710
Average percent return for all possible buy/sell combinations
74.05%
Number returns
820
Number profitable returns (Winners)
702
Percent profitable returns
85.61%
Number unprofitable returns (Losers)
118
Percent unprofitable returns
14.39%
Winners to losers ratio
5.95
Stock Return Calculator


Click chart to enlarge it.



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