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 5 preferred stocks.


5 Preferred Stocks

Name & Return

Symbol
& Snapshot

Fortress Biotech 9.375% Series A Cumulative Redeemable Perpetual Preferred Stock FBIOP
GCI Liberty Series A Cumulative Redeemable Preferred Stock GLIBP
Landmark Infrastructure Partners LP 8.00% Series A Cumulative Redeemable Perpetual Preferred Units LMRKP
Mitcham Industries Series A Preferred Stock MINDP
MTBC 11% Series A Cumulative Redeemable Perpetual Preferred Stock MTBCP
Display Price Chart for each stock.
Display Dividend Chart for each stock.

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.

All 5 stocks are included in the portfolio computations. The current value of the portfolio assumes that $2,000.00 was invested 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 current value of the $10,000 investment is $56,480. The percent return is 464.80%. The annualized return is 35.90%.



Portfolio Value Chart for Last 100 Daily Closes


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