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

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
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
Sparkline weekly price charts based on Alpha Vantage data.


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 4 stocks excluded from the portfolio computations because of insufficient price data are: FBIOP, GLIBP, GMLPP and SWP.

The current value of a $10,000 investment is $16,717. The percent return is 67.17%. The annualized return is 10.82%.





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