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 7 preferred stocks.


7 Preferred Stocks

Stock Returns & Price Chart

Symbol

Recent Prices &
Annualized Return

Fortress Biotech 9.375% Series A Cumulative Redeemable Perpetual Preferred StockFBIOP
GCI Liberty Series A Cumulative Redeemable Preferred StockGLIBP
Golar LNG Partners LP 8.75% CUM PFD AGMLPP
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
Price chart from Quandl as of most recent close.


7 Preferred Stocks

Stock Returns & Price Chart

Symbol

Recent Dividends

Fortress Biotech 9.375% Series A Cumulative Redeemable Perpetual Preferred StockFBIOP
GCI Liberty Series A Cumulative Redeemable Preferred StockGLIBP
Golar LNG Partners LP 8.75% CUM PFD AGMLPP
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
Dividend chart data from Quandl as of most recent close.


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

The 4 stocks included in the portfolio computations are: GMLPP, LMRKP, MINDP and MTBCP. The current value of the portfolio assumes that $2,500.00 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 $11,043. The percent return is 10.43%. The annualized return is 4.05%.



Return Summary for Preferred Stocks
Start DateNov-30-2017
Start Investment$10,000.00
End DateMay-28-2020
Current Value of Investment$11,042.65
Total Return10.43%
Annualized Return4.05%
Min DateMar-31-2020
Min Price$8,811.75
Max DateJan-31-2020
Max Price$12,748.88
# Monthly Prices31
Number Returns465
Number Profitable Returns376
Percent Profitable Returns80.86%
Number Unprofitable Returns89
Percent Unprofitable Returns19.14%
Profitable to Unprofitable Returns Ratio4.22
Use Stock Return Calculator to compute returns for individual stocks.


NOTE: The stocks included in the tables and chart are representative of the industry. They are not recommendations.

Use Stock Symbol and Stock Portfolio Finder to find a stock in a buyupside.com portfolio.

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