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AAIC - Changing Our Largest Mortgage REIT Position
Arlington Asset Investment Corp Class A (new)
We trade our mortgage REIT positions based on shifting price-to-book ratios.
It’s a great technique. It’s like counting cards, except we get to use machines, and some people think they sat down to play "Go Fish."
We will share one of our recent adjustments in our portfolio.
CMO was our largest mortgage REIT position. As we stated previously, we would monitor the price-to-book ratio to determine when to take gains.
We raised positions in NRZ and NLY to capture a shift in valuations. These trades go through tax-advantaged accounts to avoid short-term capital gains taxes.