If you own shares of American Capital Agency (NASDAQ:AGNC), Resource Capital (NYSE:XAN), Realty Income (NYSE:O), or Invesco Mortgage Capital (NYSE:IVR), it's been a rough 2013. In this segment of The Motley Fool's financials-focused show, Where the Money Is, banking analyst David Hanson is joined by Motley Fool One analyst Morgan Housel to tell viewers why this may actually be slightly good news for portfolios and highlight how Altria Group (NYSE:MO) became one of the greatest stocks to own.

David Hanson has no position in any stocks mentioned. Fool contributor Morgan Housel owns shares of Altria Group. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.