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Strategies & Market Trends : Young and Older Folk Portfolio

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To: Diddywahdiddy who wrote (20960)10/5/2025 8:53:24 PM
From: mykesc20204 Recommendations

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Diddywahdiddy
Markbn
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TeamTina

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FWIW, I am not adding to BDCs at the moment and I documented why I will continue to hold MAIN, HTGC and OBDC in another post...BUT....I have wanted to own CSWC for a long time.

Stable NAV for a long time, continued supplemental dividends, change from quarterly to monthly payouts. I am keeping my eye on this one. Looks like CSWC is off its highs by about 4-5%. Not enough for me yet.

I certainly can understand getting out, trimming BDCs and not adding in this current enviornment, but I have my eye on the future, for when it might be a good time to be a buyer. I will wait.
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