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

To: FactFree who wrote (9815)	9/22/2024 12:05:55 PM
From: chowder	2 Recommendations Recommended By Menominee Waitress Respond to of 21904

ARCC is not in the red. I loaded up on BDC's as interest rates were rising, that's when they usually perform well. With interest rates now declining, I have been trimming back or selling the BDC's over the past 3 months. The OFP 2.0 has 3 objectives. 1. Growth 2. Income 3. Capital Preservation The momentum the BDC's have shown has died down, so capital preservation comes into play. I don't want to give back gains to the market. With the proceeds from the ARCC sale I will be adding to: AFL .. CAVA .. CMG .. BRK.B .. PGR .. SPY These companies have been showing upside price momentum, well BRK.B not as much, so in preserving capital from what I think will be a declining asset, I'm rotating to growth potential. At least that's the thought process. I could end up being wrong.