I'm a value investor who buys and holds for years. I think everything is too expensive right now. Most of my portfolio is in AGNC preferred B (7.75% yield).
Portfolio at 03/21/2017:
AGNCB(80%) ARR-B(12%) BAC(4%) AGNC (2%) BRK.B(2%), TRTN (0.4%)
Founder and President Dragonfly Capital. Managed Accounts, Premium Service and free blog at Dragonflycap.com, Professional Stock and Option trader, Author, Get my book here http://amzn.to/1gKxEVv, Adjunct Prof at Case Weatherhead School of Management