09-19-2013, 04:26 PM
I sold NLY about a year ago for a small profit. Wasn't worth the loss of sleep to hold it. Though I did enjoy the dividend. I wouldn't be enjoying the cuts if I still owned it. Still own O, DLR, and ARCP. I think REITs belong in my portfolio, and I want REITs that have assets. MREITS are investing in paper and that's not something I plan to do.