AGNC is trading at $11.73, up 7% year to date and just hit an all-time high of $11.68 on January 15. The stock’s up 42% over the past year, benefiting from falling repo costs and a steepening yield curve as the Fed cuts rates. The mortgage REIT pays a 12.6% dividend yield monthly, making it an ideal Roth IRA holding. Here’s why: AGNC’s high dividend income would normally face substantial taxation in a taxable account. But in a Roth, those monthly distributions compound tax-free, and all gains withdraw tax-free in retirement. This maximizes the power of that 12%+ yield over decades of compounding. Trump just signed an executive order restricting institutional investors from buying single-family homes. While AGNC invests in agency mortgage-backed securities rather than owning homes directly, the broader market impact remains uncertain. Treasury has 30 days to define the rules. Current momentum is strong thanks to favorable rate dynamics, but the housing order introduces regulatory uncertainty that hasn’t been priced in yet. For long-term Roth holders focused on tax-free income compounding, AGNC remains compelling despite short-term policy questions

Trump signed “Board of Peace” charter at Davos with global leaders, backing off Greenland tariffs after reaching a framework deal. He criticized NATO allies, calling Europe “unrecognizable” while ruling out military force for Greenland. Zelenskyy arrived for talks with Trump. China pledged to boost domestic demand and open markets wider. Markets watching closely.​​​​​​​​​​​​​​​​ Keep an eye on those European tickers. Defense companies may see a significant boost off of the back of Davos. Im watching my $RYCEY and $NATO investments closely.