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Portfolio of Diversified REITs

See the following 9 diversified real estate investment trusts (REITs).

Diversified REITs
Stock
Quote
Annual Dividend & Yield
Annual Dividend 100 Shares
Customize
Price to Annual Dividend Ratio
1-Yr Price Chart
Brandywine Realty Trust
0.72 (4.47%)
$72.00
22.38
Douglas Emmett
1.00 (2.68%)
$100.00
37.27
Duke Realty
0.80 (2.95%)
$80.00
33.88
Empire State Realty Trust
0.42 (2.41%)
$42.00
41.48
Gramercy Property Trust
1.50 (6.38%)
$150.00
15.67
Lexington Realty Trust
0.71 (8.83%)
$71.00
11.32
Vornado Realty Trust
2.52 (3.70%)
$252.00
27.00
W. P. Carey
4.06 (6.36%)
$406.00
15.73
Washington Real Estate Investment Trust
1.20 (4.18%)
$120.00
23.93
Sum Dividends
$1,293.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of May-01-2018.


To inspect the performance of the Diversified REITs portfolio, see the returns table and chart below. Portfolio values are computed using monthly closes for from Quandl.

The 7 included in the portfolio computations are: BDN, DEI, DRE, LXP, VNO, WPC and WRE. The current value of the portfolio assumes that $1,428.57 was invested (total of $10,000) in each at its closing weekly price for the current date in 2008. ESRT and GPT were excluded from the portfolio computations because of insufficient price data.


Diversified REITs - Return Results
Portfolio:
Diversified REITs
Start date:
May-25-2008
Start value:
$10,000
End date:
May-25-2018
End value:
$18,442
Number prices
121
Minimum value occurred on Mar-31-2009
$3,627
Maximum value occurred on Nov-30-2017
$19,815
Total gain or loss (Start date to End date)
84.42%
Annualized gain or loss (Start date to End date)
6.31%
Total dollar value on End date of a $10,000 purchase made on Start date
$18,442
Average percent return for all possible buy/sell combinations
62.88%
Number returns
7,260
Number profitable returns (Winners)
6,586
Percent profitable returns
90.72%
Number unprofitable returns (Losers)
674
Percent unprofitable returns
9.28%
Winners to losers ratio
9.77
Stock Return Calculator





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