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Portfolio of High-Yield Diversified Investments Stocks

Here are 11 high-yield diversified investments stocks. American oil and gas royalty trusts are not included. See Best Diversified Investments Dividend Stocks for more information.

High-Yield Diversified Investments Stocks

Quote
Annual Dividend & Yield
Annual Dividend 100 Shares
Customize
Price to Annual Dividend Ratio
1-Yr Price Chart
Apollo Global Management LLC
1.56 (5.17%)
$156.00
19.33
Apollo Investment Corporation
0.60 (9.92%)
$60.00
10.08
Ares Capital
1.52 (9.33%)
$152.00
10.72
BlackRock Kelso Capital Corporation
0.72 (10.71%)
$72.00
9.33
Compass Diversified Holdings
1.44 (8.55%)
$144.00
11.70
CYS Investments
1.00 (12.14%)
$100.00
8.24
Dorchester Minerals, L.P.
1.14 (7.62%)
$114.00
13.13
Hercules Technology Growth Capital
1.24 (9.08%)
$124.00
11.01
MVC Capital
0.60 (5.61%)
$60.00
17.82
TCP Capital Corp
1.44 (8.96%)
$144.00
11.17
Virtu Financial
0.96 (6.15%)
$96.00
16.25
Sum Dividends
$1,222.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of Nov-22-2017.


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

The 6 included in the portfolio computations are: AINV, ARCC, CODI, DMLP, HTGC and MVC. The current value of the portfolio assumes that $1,666.67 was invested (total of $10,000) in each at its closing weekly price for the current date in 2007. The 5 excluded from the portfolio computations because of insufficient price data are: APO, BKCC, CYS, TCPC and VIRT.


High-Yield Diversified Investments Stocks - Return Results
Portfolio:
High-Yield Diversified Investments Stocks
Start date:
Dec-14-2007
Start value:
$10,000
End date:
Dec-14-2017
End value:
$25,991
Number prices
41
Minimum value occurred on Mar-31-2009
$5,756
Maximum value occurred on Mar-31-2017
$26,388
Total gain or loss (Start date to End date)
159.91%
Annualized gain or loss (Start date to End date)
10.02%
Total dollar value on End date of a $10,000 purchase made on Start date
$25,991
Average percent return for all possible buy/sell combinations
58.68%
Number returns
820
Number profitable returns (Winners)
701
Percent profitable returns
85.49%
Number unprofitable returns (Losers)
119
Percent unprofitable returns
14.51%
Winners to losers ratio
5.89
Stock Return Calculator


Click chart to enlarge it.



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