Portfolio of High-Yield Residential and Commercial Mortgage REITs
The following 12 real estate investment trusts (REITs) invest in mortgage loans, mortgage-backed securities, and other real estate-related debt investments.
|12 Residential and Commercial Mortgage REITs|
Stock Return & Price Chart
Dividend (Yield) &
Recent Dividends &
|Annaly Capital Management||NLY||$1.00 (11.36%)|
|Anworth Mortgage Asset Corporation||ANH||$0.40 (12.12%)|
|Apollo Commercial Real Estate Finance||ARI||$1.84 (9.60%)|
|Blackstone Mortgage Trust||BXMT||$2.48 (6.92%)|
|Chimera Investment||CIM||$2.00 (10.22%)|
|Dynex Capital||DX||$0.60 (4.06%)|
|Invesco Mortgage Capital||IVR||$1.80 (11.76%)|
|MFA Financial||MFA||$0.80 (10.87%)|
|New York Mortgage Trust||NYMT||$0.80 (13.14%)|
|PennyMac Mortgage Investment Trust||PMT||$1.88 (8.46%)|
|Starwood Property Trust||STWD||$1.92 (7.93%)|
|Western Asset Mortgage Capital||WMC||$1.24 (12.85%)|
|Dividend data from Quandl as of Oct-01-2019.|
To inspect the performance of the Residential and Commercial Mortgage REITs portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Quandl.The 7 stocks included in the portfolio computations are: NLY, ANH, BXMT, CIM, DX, MFA and NYMT. The current value of the portfolio assumes that $1,428.57 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 5 stocks excluded from the portfolio computations because of insufficient price data are: ARI, IVR, PMT, STWD and WMC.
The current value of a $10,000 investment is $114,231. The percent return is 1,042.31%. The annualized return is 22.86%.
|Return Summary for Residential and Commercial Mortgage REITs|
|Current Value of Investment||$78,349.68|
|Number Profitable Returns||6,892|
|Percent Profitable Returns||94.93%|
|Number Unprofitable Returns||368|
|Percent Unprofitable Returns||5.07%|
|Profitable to Unprofitable Returns Ratio||18.73|
NOTE: The stocks included in the tables and chart are representative of the industry. They are not recommendations.