REITs + BDCs + RE tech: 6-8% yield, monthly income, dip accumulation
High-Yield REIT, BDC & Real Estate
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| STAG | BUY | 22% | 18.3% below entry | 7.3% above entry | 8.5% | TVYH |
| HTGC | BUY | 25% | 20.9% below entry | 8.4% above entry | 7.4% | TVYH |
| O | BUY | 17% | 14.3% below entry | 5.7% above entry | 10.8% | TVYH |
| ARCC | BUY | 20% | 16.6% below entry | 6.6% above entry | 9.4% | TVYH |
| AGNC | BUY | 21% | 17.4% below entry | 7.0% above entry | 8.9% | TVYH |
| DX | BUY | 19% | 15.7% below entry | 6.3% above entry | 9.9% | TVYH |
| ARR | BUY | 24% | 19.8% below entry | 7.9% above entry | 7.8% | TVYH |
| MAIN | BUY | 22% | 18.4% below entry | 7.3% above entry | 8.5% | TVYH |
| VNQ | BUY | 15% | 12.7% below entry | 5.1% above entry | 12.3% | TVYH |
This strategy has moderate long-term potential but requires monitoring. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -37% drawdown to return 78% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.