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Strategies & Market Trends : Young and Older Folk Portfolio

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chowder

To: chowder who wrote (20886)	10/3/2025 11:45:56 AM
From: Max2.0	1 Recommendation of 23207

Chowder, I respect and appreciate your perspective. I was just musing on my internal conflict that involves thinking of selling stagnant stocks vs not wanting to sell anything. I followed your lead and ditched my OBDC shares mainly because I don't understand the BDC-verse all that well and believe what you are telling me about declining interest rates are bad for BDCs. I replaced my sizable position with SPYI, ETW and SGOV to maintain a roughly level cash flow. I am keeping EXR, PAYX and NEE for now. I have the least faith in NEE. With the OBDC sale, I lost 7.5% on cost but I owned them for 3 years so the distributions put me well into the black. In hindsight OBDC was a decent investment. MAIN and ARCC are well in the black on cost so I am holding them for the income.

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