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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: cajman1 who wrote (2376)5/7/2024 3:43:58 PM
From: HC Builder  Respond to of 22002
 
I would agree with this. Think OCSL is probably the one I would cut loose right now if I had to.



To: cajman1 who wrote (2376)5/9/2024 6:36:25 AM
From: chowder4 Recommendations

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  Read Replies (2) | Respond to of 22002
 
Re: HTGC and CSWC has really run up in price so while I could sell them and capture the capital gains (in a ROTH), I would want to replace the income. Not sure how to do that at the moment.

I have the same issue, but this is where I had to set a priority. What was more important? The income or the realized capital gains. .. I went for income and thus continue to hold them as is.