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Assessing Dynex Capital's Performance For Q2 2024
DXDynex Capital(DX) Seeking Alpha·2024-08-06 22:43

t_kimura By Scott Kennedy, produced with Colorado Wealth Management Fund. DX Commentary An "as expected" quarter regarding Dynex Capital's (NYSE:DX) BV, in my opinion. DX recorded a modest quarterly BV decrease, which was correctly anticipated. DX modestly increased the company's on-balance sheet fixed-rate agency MBS portfolio, while slightly increasing (proportionately speaking) its off-balance sheet net long TBA MBS position. The size of DX's investment portfolio increase was slightly larger vs. what I a ...