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KREF - 5%+ Dividend Yield Portfolio: Grinding Along In 2019 (July 2019 Review)
KKR Real Estate Finance Trust Inc.
Musings
July 2019 was another month that was hard to predict as the market held its breath for the Fed rate decision. At the risk of sounding like a broken record, I again underperformed the S&P 500 (1.4% vs -0.8%), but this was my first month of splitting directions with the market in a negative way. For me, it is still a battle between my quest for bargains (meaning stocks and markets that have had a hard time of it) versus the market that continues to punish the unloved and froth the values of the