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Business Development Company (BDC) Stocks Offer High Yields

Business development companies (BDC) pay high dividends and may be appropriate for income portfolios. However, these stocks could react negatively to increasing interest rates.

The following table includes 12 BDC stocks.

BDC Stocks
Stock
Quote
Annual Dividend & Yield
Recent Dividends
1-Yr Price Chart
Apollo Investment Corporation
0.60 (9.36%)
Ares Capital Corporation
1.52 (9.26%)
Fifth Street Finance
0.47 (11.45%)
Goldman Sachs BDC
1.80 (8.01%)
Golub Capital BDC
1.28 (6.59%)
Hercules Technology Growth Capital
1.24 (9.32%)
Main Street Capital
2.22 (5.75%)
PennantPark Investment
0.72 (9.44%)
Prospect Capital Corporation
1.00 (12.52%)
TICC Capital
0.89 (13.36%)
TPG Specialty Lending
1.56 (7.59%)
Triangle Capital Corporation
1.80 (10.27%)
Dividend yield data from Yahoo! Finance as of Jul-22-2017. Price and dividend data from Quandl.


To inspect the performance of the BDC Stocks portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes from Quandl.

The 5 stocks included in the portfolio computations are: AINV, ARCC, HTGC, PSEC and TICC. The current value of the portfolio assumes that $2,000.00 was invested (total of $10,000) in each at its closing quarterly price for the current date in 2006. The 7 stocks excluded from the portfolio computations because prices started after 2006: FSC, GSBD, GBDC, MAIN, PNNT, TSLX and TCAP.


BDC Stocks - Return Results
Portfolio:
BDC Stocks
Start date:
Jul-25-2006
Start value:
$10,000
End date:
Jul-25-2017
End value:
$29,714
Number prices
45
Minimum value occurred on Mar-31-2009
$4,936
Maximum value occurred on Mar-31-2017
$32,052
Total gain or loss (Start date to End date)
197.14%
Annualized gain or loss (Start date to End date)
10.16%
Total dollar value on End date of a $10,000 purchase made on Start date
$29,714
Average percent return for all possible buy/sell combinations
73.19%
Number returns
990
Number profitable returns (Winners)
826
Percent profitable returns
83.43%
Number unprofitable returns (Losers)
164
Percent unprofitable returns
16.57%
Winners to losers ratio
5.04
See Multiyear Chart of Monthly Portfolio Values


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