How I’m making 17% divs annually and lowered risk to zero.

Discussion in 'Trading' started by 1957may10, Aug 4, 2025 at 11:49 AM.

  1. What a maroon.
     
    SunTrader likes this.
  2. OK, buy 100 shares and watch but keep it long. You have nothing to loose. Great price to buy about $9.3 or lower.
    You will see.
     
  3. newwurldmn

    newwurldmn

    AGNC buys a bunch of mortgage back securities and REPOs them out. They earn the spread from the overnight rate (their repo cost) and the securities they own. The securities they own have duration risk.

    It's not free money. In fact it's highly levered to a market you dont understand.
     
  4. I wrote general definitions of the REIT. I did not write any details.
    If I’m so naive how come I made it free money for myself.
    It never free money, but with system approach and to know what you are doing you can make it.
    Did you bother to read what I posted originally ?
     
  5. Here is part II.
    I bought AMDY (АМD option income yield) 9 months ago.
    100 shares AMDY for $11.54.
    It pays divs monthly.
    So far I got $335 for 9 months.
    335/1154 =0.29
    29% / 9 =0.0322 3.22% monthly.
    My expectations prorated was - I will cover share price during one year.
    As of now it looks like 38.64% per year.
    So I need two more years to cover.
    My stocks value -$264 but divs +$335.
    I’m not sure if I will cover my price, but we will see :)
     
  6. kbs

    kbs

    Even a property company, without laverage, paid out properties could go down in teory.

    A liquidity crisis-/bank/ mortgage/ solvent state of what ever crisis could happpen.

    And the prices of property could go down and your realeste stock, could fall over night.

    An example/ they pay out dividend, but solvent state crisis and no one pays their rent.
     
  7. kbs

    kbs

    What about a 1 dollar Detroit house, or a 1 dollar house, in an old mining city.

    It is only a liability
     
  8. What if nuke will destroy all over properties, so we all dye :)
     
  9. demoncore

    demoncore

    His point is that you think they own land when in fact they are simply long MBS financed via REPOs.
     
  10. nitrene

    nitrene

    AGNC is an mREIT not a REIT. REITs own property, mREITs buy RMBS on leverage and that's how they have huge dividends, but they are reliant on new money for more leverage especially when the rate structure goes against them.

    If the rates skyrocket because the US needs to raise a lot of money the mREITs will collapse. Just like the MLPs collapsed when the Saudis decided to destroy the Shale companies (2012-2016).

    AGNC isn't even the best mREIT, that is NLY the true pioneer of this industry going back to the 1980s. AGNC itself was created by a former officer from NLY after the GFC.

    Do you know what happened during the GFC of 2007-2009? The whole industry went to ZERO. Except for NLY.