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Portfolio of High-Yield Mortgage Investment Stocks

Here is a table of 7 high-yield mortgage investment stocks.

High-Yield Mortgage Investment Stocks
Stock
Quote
Annual Dividend & Yield
Annual Dividend 100 Shares
Customize
Price to Annual Dividend Ratio
1-Yr Price Chart
America First Tax Exempt Investors L. P.
0.50 (8.00%)
$50.00
12.50
Annaly Capital
1.20 (11.24%)
$120.00
8.90
Dynex Capital
0.72 (11.29%)
$72.00
8.86
Ellington Financial LLC
1.64 (10.80%)
$164.00
9.26
Invesco Mortgage Capital
1.68 (10.28%)
$168.00
9.73
TPG Specialty Lending
1.56 (8.50%)
$156.00
11.77
Western Asset Mortgage Capital
1.24 (13.16%)
$124.00
7.60
Sum Dividends
$854.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of Feb-17-2018.


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 2008. The 4 excluded from the portfolio computations because of insufficient price data are: EFC, IVR, TSLX and WMC.


High-Yield Mortgage Investment Stocks - Return Results
Portfolio:
High-Yield Mortgage Investment Stocks
Start date:
Feb-18-2008
Start value:
$10,000
End date:
Feb-18-2018
End value:
$19,764
Number prices
121
Minimum value occurred on Nov-30-2008
$7,405
Maximum value occurred on Dec-31-2017
$20,880
Total gain or loss (Start date to End date)
97.64%
Annualized gain or loss (Start date to End date)
7.05%
Total dollar value on End date of a $10,000 purchase made on Start date
$19,764
Average percent return for all possible buy/sell combinations
34.17%
Number returns
7,260
Number profitable returns (Winners)
6,360
Percent profitable returns
87.60%
Number unprofitable returns (Losers)
900
Percent unprofitable returns
12.40%
Winners to losers ratio
7.07
Stock Return Calculator





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