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I see compelling value in floating-rate preferred shares and baby bonds, especially as credit spreads widen and many now trade at discounts to call value. Recent market volatility and higher interest rates have created attractive entry points in select REITs, BDCs, preferred shares, and baby bonds. I've allocated a significant portion of my portfolio to preferred shares and baby bonds in March 2026.

Dynex Capital is rated a Buy as recent selling has made yields attractive, despite market-wide rate and geopolitical pressures. DX trades at ~0.92x book value, with income yields (~16.5%) providing a cushion against further valuation compression. Funding conditions remain stable, with agency RMBS repo spreads in the 15–20 bps range and no imminent funding stress.

U.S. equities slid to four-month lows as the escalating Iran war rattled markets, sending oil to three-year highs and interest rates higher amid tanker attacks, shipping disruptions, and intensifying strikes. Brent Crude jumped above $100 as attacks on shipping in the Strait of Hormuz and tanker explosions threatened global oil flows, fueling inflation fears and keeping investors on edge. The White House deployed emergency supply measures—including Russian crude purchases and potential strategic reserve releases—but markets remain skeptical they can offset disruptions to global energy flows.

March's top-yielding monthly pay (MoPay) equities offer annual dividends from $1K invested exceeding their share price, presenting volatile but potentially lucrative opportunities. Analyst estimates suggest the top 10 MoPay stocks could deliver average net gains of 35.12% by March 2027, with risk/volatility 25% below the market. Stellus Capital Investment (SCM), CION Investment (CION), and PennantPark Floating Rate Capital (PFLT) lead both by yield and price upside, reinforcing the yield-based 'dogcatcher' strategy.

GLEN ALLEN, Va.--(BUSINESS WIRE)--Dynex Capital, Inc., a REIT with a long track record of generating dividends from high-quality mortgage assets, announced today that the Company's Board of Directors has declared a cash dividend of $0.17 per share on its Common Stock (NYSE: DX) for March 2026. The Common dividend is payable on April 1, 2026, to shareholders of record as of March 23, 2026. The Company's Board also declared a quarterly cash dividend of $0.58711 per share of its Series C Fixed-to-.

Combining DX and NLY offers a defensive, high-yield mREIT strategy amid market turbulence and rising interest rate volatility. DX provides higher leverage (7.3x) and yield (14.99%), while NLY offers scale, liquidity, and a premium P/B (1.11x). NLY outperformed on total return (20.49% vs. DX's 12.25% 1Y), with Q4 results exceeding expectations; DX lagged on EPS but grew book value and net interest income.

Dividend Power's March 2026 list highlights 35 high-yield, low-priced financial stocks, with five 'safer' picks showing free cash flow yields above dividend yields. Analyst forecasts project average net gains of 43.15% by March 2027 for the top ten DiviPower stocks, with MFA Financial leading at a projected 57.75% return. All 35 stocks meet the dogcatcher standard: projected annual dividends from $1K invested exceed their single share prices, signaling deep value opportunities.