As I've said before, bad news (the recent jobs report) is good news for AGNC. As long as the Fed keeps interest rates artificially low, thereby preventing people from investing in fixed income securities, AGNC 15% yield is going to continue to look good for investors seeking income.
Lately I have been making so much money on my non mREIT investments that I would find if difficult to advise anyone to own mostly mREITs as my personal experience has been that there are good opportunities elsewhere as well. The fact is that most everyone is making money now days. And if I had any inclination what so ever that an upcoming event would trash the valuations of mREITs I would have no trouble at all rotating out as I know of many other places to go. By no means am I trashing the mREIT sector. I’m just saying that it’s good all over. At least for now it is. Of course that could change on a dime as it often does. Thus I am not predicting a rosy future. Only that lately it has been easy to make money unless you are mostly in cash in which case you missed the boat.