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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (21119)10/8/2025 7:00:57 PM
From: BasketballJ3 Recommendations

Recommended By
chowder
Steve Mac
Tam3262

   of 23018
 
I'm in different phase/portfolio goals based off age and time of investing but made similar moves recently. Sold OBDC and ARCC. Keeping both MAIN and HTGC but wanted to reduce percentage of portfolio that was BDC's and went the 2 I see as best in class. Also sold KDP. Am shifting some of the weight from current or shorter term focus on current yield and short term year over year Dividend pay out amount to better align the portfolio with better growth. Have not added yet but likely adding portion of sale proceeds (not all) to NVDA, MRVL, and PEP after further evaluating rest of week. Own all three already but at smaller position sizes than I would like.
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