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Strategies & Market Trends : Young and Older Folk Portfolio
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To: QTI on SI who wrote (21666)10/28/2025 12:49:04 PM
From: Markbn1 Recommendation

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QTI on SI

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Anyone buying or adding to ARCC today?

Personally, I am not adding to any of my BDCs. I have large positions in MAIN and ARCC, and smaller positions, (although they are full size) in BXSL, GBDC, OBDC. Have not added in a small while, except for reinvested distributions, but have not sold anything either./

Very satisfied with the position sizes, and very satisfied with the quarterly distributions,, which literally grow every quarter due to reinvesting them right back.
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