Portfolio of Preferred Stocks

A preferred stock trades like a stock but offers income like a bond. Preferreds are attractive because their yields are usually higher than corporate bonds of similar credit ratings. Like bonds, preferred stocks usually trade in a narrow price range, but they can experience significant prices declines.

You can find information about specific preferred stocks at QuatumOnline, a free site. Or check with your broker.

In addition to individual preferred stocks, you can invest in closed-end funds and exchange-traded fund that feature preferred stocks.

Here is a sample of 6 preferred stocks.


6 Preferred Stocks

Name
& Monthly Returns

Symbol
& Snapshot

Recent Prices
& Trendline Chart

Fortress Biotech 9.375% Series A Cumulative Redeemable Perpetual Preferred StockFBIOP
GCI Liberty Series A Cumulative Redeemable Preferred StockGLIBP
Landmark Infrastructure Partners LP 8.00% Series A Cumulative Redeemable Perpetual Preferred UnitsLMRKP
Mitcham Industries Series A Preferred StockMINDP
MTBC 11% Series A Cumulative Redeemable Perpetual Preferred StockMTBCP
Stanley Black & Decker Inc Units Cumulative Convertible Preferred Shares Series CSWP
Sparkline weekly price charts based on Alpha Vantage data.

6 Preferred Stocks

Name
& Last 100 Days Returns

Symbol

Last Close
& 100-Day Trendline Chart

Fortress Biotech 9.375% Series A Cumulative Redeemable Perpetual Preferred StockFBIOP$18.71
GCI Liberty Series A Cumulative Redeemable Preferred StockGLIBP$28.44
Landmark Infrastructure Partners LP 8.00% Series A Cumulative Redeemable Perpetual Preferred UnitsLMRKP$25.47
Mitcham Industries Series A Preferred StockMINDP$7.63
MTBC 11% Series A Cumulative Redeemable Perpetual Preferred StockMTBCP$26.70
Stanley Black & Decker Inc Units Cumulative Convertible Preferred Shares Series CSWP$77.00


Portfolio Values


To inspect the performance of the Preferred Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Alpha Vantage.

The 3 stocks included in the portfolio computations are: LMRKP, MINDP and MTBCP. The current value of the portfolio assumes that $3,333.33 was invested (total of $10,000) in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends. The 3 stocks excluded from the portfolio computations because of insufficient price data are: FBIOP, GLIBP and SWP.

The current value of a $10,000 investment is $12,577. The percent return is 25.77%. The annualized return is 4.69%.





Related Portfolios and Article

Preferred Stocks and Preferred Income Funds Offer High Yields

Preferred Stock Closed-End Funds Offer Income and Good Yields

Preferred Stocks Deliver High Yields