If you own shares of American Capital Agency (AGNC 1.36%), Resource Capital (ACR 1.34%), Realty Income (O 0.90%), or Invesco Mortgage Capital (IVR 1.11%), 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 (MO -0.83%) became one of the greatest stocks to own.