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


To: Max2.0 who wrote (20880)10/2/2025 8:54:40 PM
From: chowder5 Recommendations

Recommended By
chap107
FactFree
Lee333
Menominee
Waitress

  Read Replies (1) | Respond to of 23213
 
Re: I really hate buying and then selling but I see your point.

If I were holding OBDC in a portfolio where someone was 10-15 years from retirement, I'd keep it and set it up on dividend reinvestment. But for us older folks, already in retirement, we do need to consider capital preservation.

The proceeds from the BDC sales tomorrow are temporarily going into SGOV.

In 3 weeks a new earnings season arrives and that's probably when more cash will go to work.