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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.

REITs were rolling out of the gates in early-2026, coming back into favor amid a HALO trade (Heavy Assets, Low Obsolescence) after a half-decade of rate headwinds and unfavorable narrative. The oil price surge tied to the Iran conflict has complicated the rotation by sending rates soaring, yet REITs have remained surprisingly resilient in recent weeks, maintaining sizable year-to-date outperformance. REIT-rate correlations have eased in recent quarters, signaling a more favorable "regime change" where performance is driven by property fundamentals rather than macro forces, following a prolonged period of rate-dominated.

The Dogcatcher Top Ten-Year Dividend Dogs list identifies 90 high-yield stocks, with 24 'safer' names meeting the ideal of dividends from $1K invested exceeding share price. Analyst estimates project average net gains of 51.29% by March 2027 for the top ten, with risk/volatility 25% below the market. Five lowest-priced top-yield dogs are expected to deliver 41.55% net gains, outperforming the full top ten's 33.10% by March 2027.

Preferred shares and baby bonds deliver "contractual" income, providing excellent defense against volatility. Fixed-Income forms the cornerstone of our Income Method. We have seen some full redemptions and are eagerly buying into new opportunities. Here are our top picks.

Chimera Investment Corporation (CIM) Q4 2025 Earnings Call Transcript

NEW YORK--(BUSINESS WIRE)--Chimera Investment Corporation (NYSE:CIM) today announced its financial results for the fourth quarter and full year ended December 31, 2025. Fourth Quarter 2025 Financial Highlights: GAAP NET INCOME OF $7 MILLION, OR $0.08 PER DILUTED COMMON SHARE FOR THE QUARTER ENDED DECEMBER 31, 2025. EARNINGS AVAILABLE FOR DISTRIBUTION(1) OF $45 MILLION, OR $0.53 PER ADJUSTED DILUTED COMMON SHARE. GAAP BOOK VALUE OF $19.70 PER COMMON SHARE AT DECEMBER 31, 2025, AND ECONOMIC RETUR.

NEW YORK--(BUSINESS WIRE)--The Board of Directors of Chimera Investment Corporation (“Chimera”) announced the declaration of its first quarter cash dividend of $0.45 per common share, an increase from its fourth quarter 2025 cash dividend of $0.37. The dividend is payable on April 30, 2026 to common stockholders of record on March 31, 2026. The ex-dividend date is March 31, 2026. The Board of Directors of Chimera also announced the declaration of its first quarter cash dividend of $0.50 per sha.