There are two ways to get a big yield:
1. Pay a big dividend.
2. Crash the stock price.
If AGNC isn't a good place to put your money, no mREIT comes close to being safe.
Yield is yield. Agnc has a declining yield due to an expanding price and lower dividends. As far as safety is concerned there is no evidence Agnc is safer than other mortgage reits.
Mtge might be worth a play I was buying AGNC and decided to buy some Earn last week only becasue their dividend was increasing and they were getting buy ratings while AGNC was getting reduce and sells but I still like the management team of AGNC the best out of all these mreits so I dunno Im gonna keep buying one of these the rest of the year.
MTGE and AGNC are almost the same, except MTGE can go outside the agency mortgage securities market for its investments (albeit AGNC plays with the TBAs off-book, which really was a mistake).
The result is that MTGE has performed a little better, not losing quite as much since the taper started last year.
higher yield means that they are not deleveraging as fast which means they will not be as prepared when interest rates go up. It is a matter of risk. But I would suggest that you only look at the yield number and consider nothing else. If any of those mREITs go bankrupt you will be blind sided and act surprised because you didn't have a clue as to how they were managing their risk. Good luck with that.
Go buy them. Why stay on AGNC message board and share your gloom? What is your agenda? Must be on the wrong side of a trade, Shorty huh. Ha, Ha. Go crawl back under your rock and you will feel secure.
Sentiment: Strong Buy