Nice article!! I wonder what your thoughts are on tariffs and US trade and immigration policy impacts on AGM. Farmers are complaining of no workers, no customers, and that will lead to farm foreclosures. Does that make AGM on the riskier side?
Appreciate you reading! A significant portion of AGM's revenue is backed by the US government, so I am not really concerned. When I get home, I'll see if I can find a link to support this data.
Over the last decade AGM's exposure to defaults / foreclosures is under 4% or something like that. Once again, I'll see if I can find the link to send you once I'm home
Interesting picks. But framing it as “covering rent” feels a little too neat. Rent goes up every year — Kroger, Microsoft, and AGM might raise dividends, but there’s no guarantee those raises will keep pace with housing inflation. Dividend growth is powerful, but relying on it for fixed expenses can turn into a mismatch pretty fast.
You're right! No guarantee but it's an educated investment into companies with decades worth of history to reference. They've always outpaced inflation and I don't see a reason why they can't in the future! Time shall tell! Cheers
Nice article!! I wonder what your thoughts are on tariffs and US trade and immigration policy impacts on AGM. Farmers are complaining of no workers, no customers, and that will lead to farm foreclosures. Does that make AGM on the riskier side?
Appreciate you reading! A significant portion of AGM's revenue is backed by the US government, so I am not really concerned. When I get home, I'll see if I can find a link to support this data.
Over the last decade AGM's exposure to defaults / foreclosures is under 4% or something like that. Once again, I'll see if I can find the link to send you once I'm home
Interesting picks. But framing it as “covering rent” feels a little too neat. Rent goes up every year — Kroger, Microsoft, and AGM might raise dividends, but there’s no guarantee those raises will keep pace with housing inflation. Dividend growth is powerful, but relying on it for fixed expenses can turn into a mismatch pretty fast.
You're right! No guarantee but it's an educated investment into companies with decades worth of history to reference. They've always outpaced inflation and I don't see a reason why they can't in the future! Time shall tell! Cheers