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Archive of entries posted on 4th May 2012

Mortgage REITs hold in. Nice yields. Commodities are a gamble. But modern art…That’s a whole other ballgame.

Mortgage REITs pay high dividends. They have been slowly reducing their dividends of late, but the yields are still high. And the stocks have been holding up — a function of the high dividends and rising NAVs (net asset value) of the stocks. AGNC and NLY have been  big winners for me. I spent time […]