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Portfolio of High-Yield Mortgage Investment Stocks

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

High-Yield Mortgage Investment Stocks
Stock
Quote
Annual Dividend & Yield
Annual Dividend 100 Shares
1-Yr Price Chart
America First Tax Exempt Investors L. P.
0.50 (8.13%)
$50.00
American Capital Agency
2.16 (10.07%)
$216.00
Annaly Capital
1.20 (9.95%)
$120.00
Dynex Capital
0.72 (9.89%)
$72.00
Ellington Financial LLC
1.80 (11.44%)
$180.00
Invesco Mortgage Capital
1.64 (9.40%)
$164.00
Orchid Island Capital
1.68 (16.28%)
$168.00
TPG Specialty Lending
1.56 (7.59%)
$156.00
Western Asset Mortgage Capital
1.24 (11.69%)
$124.00
Sum Dividends
$1,250.00
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 Mortgage Investment Stocks portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes for from Quandl.

The 3 included in the portfolio computations are: ATAX, NLY and DX. The current value of the portfolio assumes that $3,333.33 was invested (total of $10,000) in each at its closing weekly price for the current date in 2007. The 6 excluded from the portfolio computations because of insufficient price data are: AGNC, EFC, IVR, ORC, TSLX and WMC.


High-Yield Mortgage Investment Stocks - Return Results
Portfolio:
High-Yield Mortgage Investment Stocks
Start date:
Oct-19-2007
Start value:
$10,000
End date:
Oct-19-2017
End value:
$23,429
Number prices
41
Minimum value occurred on Dec-31-2008
$8,813
Maximum value occurred on Dec-31-2017
$23,429
Total gain or loss (Start date to End date)
134.29%
Annualized gain or loss (Start date to End date)
194.41%
Total dollar value on End date of a $10,000 purchase made on Start date
$23,429
Average percent return for all possible buy/sell combinations
33.27%
Number returns
820
Number profitable returns (Winners)
693
Percent profitable returns
84.51%
Number unprofitable returns (Losers)
127
Percent unprofitable returns
15.49%
Winners to losers ratio
5.46
Stock Return Calculator


Click chart to enlarge it.



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