Apr. 8 at 6:29 PM
Out of
$AGNC with gains; I’m working on selling when it’s green. I don’t particularly like that it’s trading at such a premium to book value & want to wait til earnings to see what to do. I’m in wash-sale timeout with
$DX til the end of the month too.
$RITM was where I ended up today, common & preferred; it beats holding
$SGOV . Blackrock now owning 12.4% of Rithm sold it for me, even if they’re passive; they clearly bought the recent dip & that’s pretty bullish to me.
I’ll probably change my mind tomorrow. To be continued…