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Strategies & Market Trends : Young and Older Folk Portfolio

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Fredbean
To: Secret Recipe who wrote (2442)5/9/2024 8:38:12 AM
From: chowder1 Recommendation   of 22036
 
I was referring to a client that thought he should lock in some profits but would lose income in the process of trimming because there aren't many assets where you can get those yields unless you look to CEF's.

As for me personally, I'm adding to TRIM, BXSL and CSWC today. I'm not bashful about owning more, and I'm not worried about unrealized gains disappearing anytime soon. They could, but it's not a concern of mine personally. I have clients that don't share the same thoughts, and that is what I was referring to in my last comment.
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