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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
Annual Dividend & Yield
Annual Dividend 100 Shares
1-Yr Price Chart
America First Tax Exempt Investors L. P.
0.50 (8.13%)
American Capital Agency
2.16 (10.07%)
Annaly Capital
1.20 (9.95%)
Dynex Capital
0.72 (9.89%)
Ellington Financial LLC
1.80 (11.44%)
Invesco Mortgage Capital
1.64 (9.40%)
Orchid Island Capital
1.68 (16.28%)
TPG Specialty Lending
1.56 (7.59%)
Western Asset Mortgage Capital
1.24 (11.69%)
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 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
High-Yield Mortgage Investment Stocks
Start date:
Start value:
End date:
End value:
Number prices
Minimum value occurred on Dec-31-2008
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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