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Strategies & Market Trends : Young and Older Folk Portfolio

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From: chowder	10/7/2025 1:41:10 PM
	7 Recommendations Read Replies (3) of 22983

Re: Legacy Portfolio ... Today I finally got rid all remaining BDC holdings with the exception of MAIN. I also sold BIT, a CEF. It hit my 10% stop loss. Sold .. BXSL .. HTGC .. ARCC .. OBDC .. BIT. I took out a number of new holdings with the proceeds. All of the buys today were in the $4-$5K range. New holdings: (high yield assets) PDI ...... 13.32% yield AOD .... 12.57% yield SPE ..... 8.45% yield QDPL .. 7.04% yield Added to existing CEF's: ERH .... 7.85% yield UTF .... 7.54% yield New equity positions: CEG .. GEV .. CRWV .. PYPL. Added to NEE and SMH. I'm sticking with semi-conductors thus my add to SMH.

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