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.||
|Annaly Capital Management||
|Anworth Mortgage Asset Corporation||
|Capstead Mortgage Corporation||
|Chimera Investment Corporation||
|Cypress Sharpridge Investments||
|New York Mortgage Trust||
|PennyMac Mortgage Investment Trust||
|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
|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 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.
Business Development Company (BDC) Stocks Offer High Yields
Financials Exchange-Traded Funds (ETFs)
Mortgage REITs Exchange-Traded Funds (ETFs)
Portfolio of Freddie Mac and Fannie Mae Stocks
Portfolio of High-Yield Blue-Chip Stocks
Portfolio of High-Yield Mortgage Investment Stocks
Portfolio of High-Yield Residential and Commercial Mortgage REITs
Preferred Exchange-Traded Funds (ETFs)