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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (1615)	11/14/2023 11:03:31 AM
From: chowder	Read Replies (1) of 21857

In the Older Folk Portfolio, I trimmed shares in HTGC. It was considerably overvalued. Fair value is 1.00x NAV and HTGC was sell at 1.47%x. This trim, in a tax-deferred account, generated $27K which then added $9K each to: FSK .. yield 13.00% GBDC .. yield 9.99% TCPC .. yield 12.14% In addition to that, I added $5K each to: LNT ... yield 3.80% SJM .. yield 3.92% UPS .. yield 6.69%

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