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Portfolio of Diversified REITs

See the following 9 diversified real estate investment trusts (REITs).

Diversified REITs
Stock
Quote
Annual Dividend & Yield
Annual Dividend 100 Shares
Customize
Price to Annual Dividend Ratio
1-Yr Price Chart
Brandywine Realty Trust
0.64 (3.68%)
$64.00
27.20
Douglas Emmett
0.92 (2.24%)
$92.00
44.59
Duke Realty
0.80 (2.73%)
$80.00
36.63
Empire State Realty Trust,
0.42 (2.05%)
$42.00
48.86
Gramercy Property Trust
1.50 (5.14%)
$150.00
19.47
Lexington Realty Trust
0.70 (6.62%)
$70.00
15.11
Vornado Realty Trust
2.40 (3.13%)
$240.00
31.93
W. P. Carey
4.02 (5.56%)
$402.00
17.99
Washington Real Estate Investment Trust
1.20 (3.68%)
$120.00
27.21
Sum Dividends
$1,260.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of Nov-22-2017.


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

The 7 included in the portfolio computations are: BDN, DEI, DRE, LXP, VNO, WPC and WRE. The current value of the portfolio assumes that $1,428.57 was invested (total of $10,000) in each at its closing weekly price for the current date in 2007. ESRT and GPT were excluded from the portfolio computations because of insufficient price data.


Diversified REITs - Return Results
Portfolio:
Diversified REITs
Start date:
Nov-22-2007
Start value:
$10,000
End date:
Nov-22-2017
End value:
$20,579
Number prices
41
Minimum value occurred on Mar-31-2009
$3,840
Maximum value occurred on Dec-31-2017
$20,579
Total gain or loss (Start date to End date)
105.79%
Annualized gain or loss (Start date to End date)
149.76%
Total dollar value on End date of a $10,000 purchase made on Start date
$20,579
Average percent return for all possible buy/sell combinations
54.54%
Number returns
820
Number profitable returns (Winners)
700
Percent profitable returns
85.37%
Number unprofitable returns (Losers)
120
Percent unprofitable returns
14.63%
Winners to losers ratio
5.83
Stock Return Calculator


Click chart to enlarge it.



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