Similar to the addition in CEQP, NRZ is a stock we already own a position in. In fact, this is our third purchase. NRZ is a REIT, but differentiates itself by not owning property, instead: “At New Residential, we have built a diversified, hard-to-replicate portfolio of high-quality investment strategies that have generated returns across different interest rate environments. In addition, through our subsidiaries and partners, we have access to an origination and servicing platform, as … read more Dividend Portfolio Trade Alert