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Portfolio of High-Yield Asset Management Stocks

Here are 9 high-yield asset management stocks. See Best Asset Management Dividend Stocks for more information.

High-Yield Asset Management Stocks
Stock
Quote
Annual Dividend & Yield
Annual Dividend 100 Shares
1-Yr Price Chart
Garrison Capital
1.12 (13.19%)
$112.00
AllianceBernstein Holding L.P.
2.07 (8.20%)
$207.00
Artisan Partners Asset Management
2.40 (7.14%)
$240.00
Harvest Capital Credit Corporation
1.35 (10.17%)
$135.00
Manning & Napier
0.32 (8.10%)
$32.00
Oaktree Capital Group
5.24 (10.96%)
$524.00
Prospect Capital 
1.00 (12.52%)
$100.00
Sutherland Asset Management
1.48 (9.34%)
$148.00
The Carlyle Group L.P. 
1.18 (4.90%)
$118.00
Sum Dividends
$1,616.00
Dividend yield data from Yahoo! Finance as of Oct-14-2017. Price and dividend data from Quandl.


To inspect the performance of the High-Yield Asset Management Stocks portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes for from Quandl.

AB and PSEC are included in the portfolio computations. The current value of the portfolio assumes that $5,000.00 was invested (total of $10,000) in each at its closing weekly price for the current date in 2007. The 7 excluded from the portfolio computations because of insufficient price data are: GARS, APAM, HCAP, MN, OAK, SLD and CG.


High-Yield Asset Management Stocks - Return Results
Portfolio:
High-Yield Asset Management Stocks
Start date:
Oct-19-2007
Start value:
$10,000
End date:
Oct-19-2017
End value:
$11,755
Number prices
41
Minimum value occurred on Mar-31-2009
$4,919
Maximum value occurred on Mar-31-2017
$14,232
Total gain or loss (Start date to End date)
17.55%
Annualized gain or loss (Start date to End date)
22.77%
Total dollar value on End date of a $10,000 purchase made on Start date
$11,755
Average percent return for all possible buy/sell combinations
27.04%
Number returns
820
Number profitable returns (Winners)
637
Percent profitable returns
77.68%
Number unprofitable returns (Losers)
183
Percent unprofitable returns
22.32%
Winners to losers ratio
3.48
Stock Return Calculator


Click chart to enlarge it.



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