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REIT Stocks Could Deliver Strong Dividends
REIT Stocks Could Deliver Strong Dividends
live (public) 0.14% August 23
Companies that have gone through REIT conversion
- Forest-products supplier Weyerhaeuser (WY)
- Plum Creek Timber (PCL)
- Sabra Health Care (SBRA)
- American Tower (AMT) -- mobile-transmission tower company
I thought that I would put these together and see whether the combination of different market segments would provide both income and diversification. Note that I will combine WY and PCL as they are in the same space -- i.e. they will have 1/6 of the investment each.
Holdings (As of 08/23/2021)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | AMT (American Tower Corp) | 0.79% | 24.57% |
| Asset1 | WY (Weyerhaeuser Company) | 1.08% | 2.12% |
| Asset1 | PCL (Plum Creek Timber Company. Inc) | 0.0% | 70.10% |
| Asset1 | SBRA (Sabra Healthcare REIT Inc) | 1.56% | 2.44% |
* Day change on 08/23/2021.
Previous
Performance (As of 08/23/2021)
Since 05/26/2006
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| REIT Stocks Could Deliver Strong Dividends | 11.2% | 9.8% | -69.8% | -47.6% | 28.1% | 18.4% |
| VFINX (Vanguard (S&P 500) Index) | 5.6% | 22.1% | 7.5% | 13.0% | 12.3% | 14.4% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.8% | 12.7% | 2.1% | 7.4% | 7.6% | 9.5% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/26/2006 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 9.8 | -69.8 | -47.6 | 28.1 | 18.4 | 18.9 | 11.2 | -0.5 | -98.3 | 99.4 | 6.6 | 16593.3 | -10.4 | 15.3 | 10.8 | 39.3 | 0.6 | 13.1 | 23.8 | -40.6 | 22.9 | 28.4 |
| Sharpe Ratio | NA | 0.6 | -0.16 | -0.15 | 0.1 | NA | 0.08 | 0.56 | -0.06 | -0.24 | 0.16 | 1.09 | 31.56 | -0.63 | 1.37 | 0.6 | 2.82 | 0.02 | 0.62 | 0.63 | -0.92 | 0.88 | 1.24 |
| Draw Down(%) | NA | 10.7 | 98.6 | 98.6 | 98.6 | NA | 98.6 | 10.7 | 10.0 | 98.6 | 98.6 | 0.0 | 19.7 | 20.1 | 8.1 | 21.0 | 7.4 | 24.0 | 13.7 | 27.8 | 49.1 | 13.1 | 11.2 |
| Standard Deviation(%) | NA | 16.2 | 428.3 | 331.6 | 288.0 | NA | 233.9 | 19.8 | 11.0 | 422.9 | 609.6 | 5.5 | 525.8 | 16.5 | 11.1 | 17.8 | 13.9 | 22.9 | 21.0 | 37.6 | 44.9 | 22.6 | 21.2 |
| Treynor Ratio | NA | 0.49 | -0.07 | -0.05 | 0.02 | NA | 0.02 | 0.59 | -0.03 | -4.7 | 0.02 | 3.53 | 1.04 | -0.14 | 0.26 | 0.1 | 0.55 | 0.01 | 0.14 | 0.21 | -0.44 | 0.19 | 0.21 |
| Alpha | NA | 0.02 | 9.18 | 5.39 | 9.77 | NA | 6.7 | 0.05 | -0.02 | -0.35 | 31.37 | 0.02 | 70.01 | -0.04 | 0.03 | -0.07 | 0.1 | 0.0 | 0.01 | 0.0 | -0.02 | 0.07 | 0.09 |
| Beta | NA | 0.2 | 10.09 | 8.89 | 15.25 | NA | 7.64 | 0.19 | 0.27 | 0.21 | 57.08 | 0.02 | 159.13 | 0.73 | 0.59 | 1.09 | 0.72 | 0.82 | 0.95 | 1.15 | 0.94 | 1.05 | 1.28 |
| RSquared | NA | 0.03 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.7 | 0.0 | 0.02 | 0.0 | 0.01 | 0.47 | 0.37 | 0.47 | 0.43 | 0.7 | 0.66 | 0.7 | 0.74 | 0.55 | 0.38 |
| Sortino Ratio | NA | 0.85 | -0.2 | -0.18 | 0.15 | NA | 0.12 | 0.8 | -0.09 | -0.24 | 0.23 | 79.16 | 1921.16 | -0.82 | 1.97 | 0.85 | 4.35 | 0.03 | 0.88 | 0.9 | -1.23 | 1.27 | 1.94 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2006
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