Wed, Jul 23, 2014, 2:14 AM EDT - U.S. Markets open in 7 hrs 16 mins

Recent

% | $
Click the to save as a favorite.

JER Investors Trust Inc. Message Board

  • dwshelf dwshelf Nov 4, 2007 2:40 PM Flag

    diversified portfolio

    So let's see how this turns out.

    Imagine we're attracted to JRT, but want some diversification. After all, we're investing a cool mil, don't want to take much risk.

    So we pick five high income stocks:
    CSE JRT NRF RAS RHY
    Average yield, a cool 20%. We're gonna drag in $200k over the next year on our portfolio.

    Portfolio holds $200k of each stock, based on Friday closing price. 20618 shares of JRT. Dividends will not be reinvested, need that $200k to maintain lifestyle in retirement.

    I'll be reporting on the progress.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • may I suggest swapping out of RHY and into AFN? Just announced another .25 divi and look to be solid in the future.

    • Take it as the bottom, or a sign of things to come.

      RHY, the big loser of the portfolio at -33%, actually rises for the day.

      RAS collapses at almost -10% on the day.

      JRT about half that bad.

      Portfolio down 4.36% on the day. Down 8.17% since it was purchased on 2 Nov. Looked cheap.

      NRF is the only one in the money, +3.26 overall.

      JRT just below even.

      • 1 Reply to dwshelf
      • >Take it as the bottom, or a sign of things to come.

        That turned out to be a sign of things to come.
        Overall, $1M portfolio is down almost 25% since purchase in early November.

        CSE 12.24 $152,241.12 Down 23.88%
        JRT 8.24 $169,892.30 Down 15.05%
        NRF 7.39 $178,719.76 Down 10.64%
        RAS 5.64 $150,198.80 Down 24.90%
        RHY 2.99 $103,104.17 Down 48.45%

        - - - -
        Total: $754,156.21 Down 24.58%

    • Don't look now, but the "diversified" portfolio went underwater yesterday, and lost more today.

      Mostly due to continued weakness in RHY, down 22% since 2 Nov last year.

      JRT and RAS are down, a bit.

      CSE finally shows leadership. Up 6%, with NRF up 4%.

      Summary:
      $1M on 2 Nov now worth $972,609.95
      Not counting dividends, which probably make things about even.

    • You haven't reported in a while, so I thought I would. The portfolio is down a bit in the wake of RAS' ex-div fall, but JRT and others have picked up some of the slack such that we are still considerably in the green, at $1,104,045.73, a 10.41% return since Nov 2 and a 60+% annualized return.

      CSE is up over $2.00 a share in that time. JRT is up nearly $3.00 a share over the same interval. NRF is up 74 cents a share at $9.37. RAS is up $1.52 to $9.03. Only RHY is currently showing a loss, down $1.16 since the model portfolio was created.

      Fun.

      • 1 Reply to davisfoulger
      • Cool. I was going to keep reporting, but on a slower basis.

        By my calculation, it's even better (a tad).

        The portfolio was created over a weekend, using closing prices from Friday. NRF went ex on Monday, meaning that they were already ex on the weekend. Thus, their price in the portfolio is reduced by .36, to $8.27 (24,184 shares).

        JRT, up a whopping 31%, leads.
        RAS, +20%, NRF, +13%, and CSE, +13% in the middle.
        RHY, -20%, lags.

        Overall: +11.35%, in less than two months.

        I've made real money. I hope y'all have too.

    • +5.75% on Thursday.

      RAS goes from $9 to $10.

      Happy Days are Here Again.

      Well, we have to ignore the fact that two positions remain underwater (RHY and JRT). But the whole portfolio is well on track: $1,125,287.29, or up 12.5% in just over a month.

    • Ahoy! +4.36%

      Portfolio now back in the green, up $43,028.11 on the day.

      NRF and RAS in a dead heat for leadership, up 9.5% over November.

      JRT nearly flat, while the "relatively safe" CSE remains down 3.75% even after being up 6.8% on the day.

      Portfolio value:$1,030,748.88

    • +2.59%. All green.

      Short session is anything but listless for the distressed income stock portfolio.

      All green all over. Portfolio nearly back to unch overall.

      NRF up nearly 5% on the day, takes over portfolio leadership.

    • -2.44%. Six days in a row down.

      RHY again leads downward, -4.9%, despite a 25%+ yield.

      NRF was actually up 1.8% on the day.

      RAS surrenders well over half of the gain it held yesterday.

      Portfolio value: $959,532.58

      In fairness, many real portfolios have done far worse. Perhaps most.

    • -1.28%

      Well off of intra-day lows.

      The race tightens up, with RAS giving up nearly half of its gains.

      RHY continues to move upward, although still nearly 5% below purchase price.

      Portfolio value:$983,533.09

    • -2.36%. Overall now red.

      While creating the portfolio, I added CSE as a "balance" RHY, it appeared relatively strong while RHY seemed relatively week.

      Today CSE slipped into last place in the portfolio (although JRT held that spot intra-day).

      Portfolio value: $996,271.68

    • View More Messages
 
JERT
0.0675-0.0412(-37.90%)Jul 22 9:49 AMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.