You're too paranoid. The economy is actually picking up a little. Not much, but it's not falling back into recession. I think Obama is likely to win in which case things continue pretty much as is. A little temporary drop in the market, maybe, but I think the market is now expecting a BO win. If Romney wins, we get a big pop, and then you should sell as he is likely to kill the economy with his quick solutions. I also think that pass-through dividend stocks - like AGNC - are "protected" by their NAV, and are safer than, say, Apple, etc.