3D·

SOLD AGNC

Today I made the choice to sell all of the shares of $AGNC (-1.62%) , I made a small loss of +- €4,316 despite the fact that I did have a price loss of €59 (dividend made up for a lot)

Today I looked at the data of $AGNC (-1.62%) all day and came to the conclusion that it does not fit with what I am doing at the moment.

( buy as many dividend safe stocks as possible and limit risks )

Despite the dividend being safe today I decided to sell today. With the money from $AGNC (-1.62%) and the money still on Etoro I will reinvest tomorrow/Friday

$AGNC (-1.62%)

#dividend
#dividends
#dividende
#invest
#investing
#reit

10 Comments

Tomasz@szczepandedon

I have a very small investment in $AGNC and I honestly don't know what to do. I also don't see much upside potential (maybe after rate cuts?) But on the other hand they do pay dividends every month.

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Marty@Marty289

Interesting to see you sold $AGNC as I just did the same this week 😁
Have you decided on what to invest in next? I'm looking at (for the longer term) $TDIV and $JEGP.
Edit, nevermind. I see you opted for $JEGP 🙂

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H-F-H-J D.@H-F-H-J

@Marty289 ,
Correct, I chose the $JEGP etf with my standard deposit,
I still have to reinvest the money that came out of $AGNC and $VFEM .
I am looking at $NNN $JNJ $O at the moment

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Marty@Marty289

@H-F-H-J Do you believe $NNN or $O have a place next to $JEGP and $TDIV?

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H-F-H-J D.@H-F-H-J

@Marty289 , yes I think so, at least in my portfolio

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Marty@Marty289

@H-F-H-J Alright, it seems neither ETF have REITs in the eir holdings. Is that your reason for including them in your portfolio?
Or what is your take on this? Always eager to learn 🙂

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H-F-H-J D.@H-F-H-J

@Marty289 , That's right, in the context of diversification I decided to include these reits in my portfolio.
I feel like these are one of the few reits that pay out safe dividends

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Marty@Marty289

@H-F-H-J Interesting. I can understand that. Thanks for sharing your insight.

I just did some backtesting comparing 3 portfolio of 100% $TDIV, 100% $JEGP and a combination of 50% $NNN and 50% $O over the time period of 2024-now (approx 1.5 years) with dividends reinvested.
The CAGR was 15,70% vs %13,23% vs 4,25%.
The clear winner here is $TDIV with $JEGP as a close second.

I fully understand diversification, although I’m not sure it’ll benefit the portfolio enough if you also want growth next to cashflow.

I like $JEGP for its monthly distributions/cashflow, and $TDIV for its longer term growth and steady distributions. While I do read a lot about $O and $NNN I won’t include them in my portfolio.

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H-F-H-J D.@H-F-H-J

@Marty289 , I completely understand, I just think that the REITS are undervalued at the moment, although price growth is not the most important thing for me, it is important for me to have good diversification.

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H-F-H-J D.@H-F-H-J

Indeed, that's what I thought too.
But they are quite high in the pay-out ratio of the ROE.
At the moment it is still going well but if the interest rate stays high for longer I don't know.
Based on the "safe options" I will choose something else

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