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

To: Markbn who wrote (7755)	8/9/2024 10:24:04 AM
From: chowder	5 Recommendations Recommended By Gordon Gekko 23 Markbn Menominee MinionMom&MarineWife Tam3262 Read Replies (1) \| Respond to of 22004

I do have a large margin of income safety. In other words, I can easily afford a 20% cut in income or more and still be okay, but I don't want to take a cut like that if I don't have to. Although O and MAIN have lower yields than every BDC and CEF I own, I've been building assets like O and MAIN in advance of de-risking the BDC and CEF assets, thus minimizing the income loss but making it safer I think. Floating loan funds and variable dividends are where my main concern is in a declining interest rate environment, and I believe we start seeing that next month.