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

To: chowder who wrote (20955)	10/5/2025 1:05:13 PM
From: Diddywahdiddy	Read Replies (2) \| Respond to of 23162

RE: MAIN, OBDC, HTGC & CSWC(?) Any comments or ideas are welcome as replies. I held NNN and DLR in the past and sold for about 35% and 55% gains. I held O in the past and decided it's DGR was a bit too slow, sold it for about a 30% gain. I have a 0.25 position in MAIN with about a 15% gain, and recently sold out of all my OBDC with a whopping 3% gain, including dividends. I still have a 0.75 position in CSWC with a 8% gain, including dividends. I am looking to exit CSWC and possibly MAIN, and considering using those proceeds to add to: NXG, NBXG, CSHI, UTF, SPYPI, and sprinkle in some DIVO, SCHD, ERH, PEO, HWM, SMH, AEP, AES, D, ES, WEC, WTRG. This is all in one of my retirement accounts, and I won't need to extract any $$ for RMD's for another five-plus years. Best Y'all, DWD