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Portfolio of High-Yield Mortgage Investment Stocks

Here is a table of 7 high-yield mortgage investment stocks.

High-Yield Mortgage Investment Stocks
Stock
Quote
Annual Dividend & Yield
Annual Dividend 100 Shares
Customize
Price to Annual Dividend Ratio
1-Yr Price Chart
America First Tax Exempt Investors L. P.
0.50 (7.81%)
$50.00
12.80
Annaly Capital
1.20 (11.57%)
$120.00
8.64
Dynex Capital
0.72 (10.94%)
$72.00
9.14
Ellington Financial LLC
1.64 (10.99%)
$164.00
9.10
Invesco Mortgage Capital
1.68 (10.35%)
$168.00
9.66
TPG Specialty Lending
1.56 (8.64%)
$156.00
11.58
Western Asset Mortgage Capital
1.24 (12.46%)
$124.00
8.02
Sum Dividends
$854.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of May-01-2018.


To inspect the performance of the High-Yield Mortgage Investment Stocks portfolio, see the returns table and chart below. Portfolio values are computed using monthly closes for from Quandl.

The 3 included in the portfolio computations are: ATAX, NLY and DX. The current value of the portfolio assumes that $3,333.33 was invested (total of $10,000) in each at its closing weekly price for the current date in 2008. The 4 excluded from the portfolio computations because of insufficient price data are: EFC, IVR, TSLX and WMC.


High-Yield Mortgage Investment Stocks - Return Results
Portfolio:
High-Yield Mortgage Investment Stocks
Start date:
May-24-2008
Start value:
$10,000
End date:
May-24-2018
End value:
$21,867
Number prices
121
Minimum value occurred on Nov-30-2008
$7,942
Maximum value occurred on Dec-31-2017
$22,408
Total gain or loss (Start date to End date)
118.67%
Annualized gain or loss (Start date to End date)
8.14%
Total dollar value on End date of a $10,000 purchase made on Start date
$21,867
Average percent return for all possible buy/sell combinations
33.99%
Number returns
7,260
Number profitable returns (Winners)
6,371
Percent profitable returns
87.75%
Number unprofitable returns (Losers)
889
Percent unprofitable returns
12.25%
Winners to losers ratio
7.17
Stock Return Calculator





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