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You are here: Home / Archives for REIT preferreds

457 Plus: Yield-to-maturity, Cumulative vs Annualized Returns, Number of Funds, DSU and AGNC

December 2, 2023 by David Stein · Updated June 13, 2024

In Plus episode 457, we explore how to calculate yield-to-maturity, cumulative returns, and annualized returns and how the measures differ. We explain why it is so challenging to identify an appropriate investment vehicle. We answer member questions on David's leverage loan holding (DSU) and preferred stock mortgage REIT with AGNC. … [Read more...]

Filed Under: Money Plus Tagged With: AGNC, DSU, mortgage REITs, performance, performance calculation, REIT preferreds, return calculation, yield to maturity

453 Plus: Investing in Mortgage Backed Securities and Mortgage REITs, Old 401k Plans

October 28, 2023 by David Stein · Updated November 10, 2023

In Plus episode 453, we explore the current environment for mortgage-backed securities and why mortgage REITs are struggling. We discuss the options of what to do with 401k plans held at former employers. … [Read more...]

Filed Under: Uncategorized Tagged With: 401k, 401k rollovers IRA, mortgage REITs, mortgage-backed securities, preferred stocks, REIT preferreds

418 Plus: Mortgage REIT Preferred Stock, Debt Ceiling Standoff, and Fallen Angel Bonds

January 28, 2023 by David Stein · Updated February 20, 2023

In Plus episode 418, we review the current status of mortgage REITs and analyze the mortgage REIT preferred stock David recently purchased. We consider whether investors should move assets out of cash until the debt ceiling standoff is resolved. We consider options the U.S. Treasury has to meet its obligations including minting a trillion-dollar coin. Finally, we look at two ETFs that invest in bonds that have recently been downgraded to non-investment grade from investment grade. … [Read more...]

Filed Under: Money Plus Tagged With: debt ceiling, fallen angels, high yield bonds, mortgage REITs, national debt, non-investment grade bonds, preferred stocks, REIT preferreds

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