AGNC Investment Corp. achieved a 6.7% economic return in Q2 2026 despite challenges from a hostile fixed income environment and rising interest rates. The company's net spread and dollar roll income per share covered its $0.36 dividend, resulting in a strong 13.52% forward yield backed by government-guaranteed assets. AGNC's disciplined balance sheet management, strategic capital raises, and improving mortgage-backed securities (MBS) conditions support its robust income and book value recovery. This performance positions AGNC as a compelling income alternative to high yield bonds due to its wide agency spreads, strong cash flow, and prudent risk management.
The Dividend Harvesting Portfolio achieved a 45.8% return on investment, generating $3,289.51 in annual dividends from a $28,800 investment, with a yield of 7.83%. Recent portfolio additions include Pfizer, valued for its yield above 6% and low earni...
The iShares Mortgage Real Estate ETF (REM) was upgraded to Hold due to better fundamentals in its top holdings like NLY, AGNC, and STWD, which now show reduced leverage, improved net interest margins, and more diversified portfolios. REM offers a sus...
S&P Dow Jones Indices announced changes to the S&P 500, S&P 100, S&P MidCap 400, and S&P SmallCap 600 indices effective September 21, 2026. The updates include additions and removals of several companies to better reflect their market capitalization ...
