Had to look up IVR. I think I used to trade that when it was called something else? Darn, why didnt' you tell me about that a year ago.. Good job on that one.
There are boards here for NLY and IVR. IVR's had a great year. Mortgage REIT performance depends on the trust making the right combination of bets and the timing. I also follow ARR. I'm not convinced that REIT's will do well over the long run. They've been around for maybe 50 years and their track records are just so-so.
How would mREIT's do in a period of rising mortgage rates? Probably get destroyed. So don't bet the farm.
Let's keep this group for CEF equity funds. I guess we could talk about some beyond the Alpine Group. I don't hate CEFs. But those from Alpine and Cornerstone are quite dubious, in my opinion.