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Mortgage Investment Stocks Offer High Yields

Investors looking for high yields may want to consider specialty finance companies that invest in residential mortgage-backed securities (RMBS), residential mortgage loans and real estate-related securities. The primary objective of these companies is to pay dividends with high yields and, secondarily, provide capital appreciation.

Many of these companies operate as real estate investment trusts (REIT), so they are required to pay out 90 percent of their earnings to avoid paying corporate taxes.

These stocks are volatile and some companies have a history of cutting dividends.

Here is a table of 9 high-yield mortgage investment stocks.

Mortgage Investment Stocks
Annual Dividend & Yield
Annual Dividend 100 Shares
1-Yr Price Chart
American Capital Agency Corp.
2.16 (10.07%)
Annaly Capital Management
1.20 (9.95%)
Anworth Mortgage Asset Corporation
0.60 (9.95%)
Capstead Mortgage Corporation
0.76 (7.86%)
Chimera Investment Corporation
2.00 (10.58%)
Cypress Sharpridge Investments
1.00 (11.57%)
MFA Financial
0.80 (9.04%)
New York Mortgage Trust
0.80 (12.54%)
PennyMac Mortgage Investment Trust
1.88 (10.71%)
Sum Dividends
Dividend yield data from Yahoo! Finance as of Oct-14-2017. Price and dividend data from Quandl.

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

The 5 included in the portfolio computations are: NLY, ANH, CMO, MFA and NYMT. The current value of the portfolio assumes that $2,000.00 was invested (total of $10,000) in each at its closing weekly price for the current date in 2005. The 4 excluded from the portfolio computations because of insufficient price data are: AGNC, CIM, CYS and PMT.

Mortgage Investment Stocks - Return Results
Mortgage Investment Stocks
Start date:
Start value:
End date:
End value:
Number prices
Minimum value occurred on Sep-30-2008
Maximum value occurred on Dec-31-2017
Total gain or loss (Start date to End date)
Annualized gain or loss (Start date to End date)
Total dollar value on End date of a $10,000 purchase made on Start date
Average percent return for all possible buy/sell combinations
Number returns
Number profitable returns (Winners)
Percent profitable returns
Number unprofitable returns (Losers)
Percent unprofitable returns
Winners to losers ratio
Stock Return Calculator

Click chart to enlarge it.

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