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Strategies & Market Trends : Young and Older Folk Portfolio
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From: chowder11/11/2025 11:37:18 AM
9 Recommendations

Recommended By
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and 4 more members

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Re: Retirement Portfolio ...

Today I sold OBDC, EFT and JFR. I want to be out of BDC's when interest rates are expected to be lower. I do make an exception for MAIN.

I have one more BDC left in this portfolio and that's HTGC. I went to sell it until I saw the ex-date is tomorrow, so I'll lock in that last dividend and sell it on Thursday.

EFT and JFR are floating rate funds that excel when interest rates are rising and underperform when falling, so out they went.

I took out a new position in XEL. I then added to AEP, ES and XLK (Tech ETF). 3 out of 4 purchases in utilities.

I'll be looking for more growth going forward since I have a margin of income safety in this portfolio.
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