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

To: Diddywahdiddy who wrote (20960)	10/5/2025 4:11:17 PM
From: jritz0	1 Recommendation Recommended By QTI on SI Read Replies (1) \| Respond to of 23139

RE: Any comments or ideas are welcome as replies. If you are looking for cash like investments make sure you understand how CSHI gets the extra yield. They are writing options on SPY, that's not what I wan my cash doing. I have plenty of equity/option funds for that. Look how they behaved along with JAAA in April. JAAA doesn't write options but could have liquidity issues. https://seekingalpha.com/comparison/new/MSxjcHN0LGphYWE=?compare=CPST%2CJAAA&interval=YTD&metric=totalReturn

To: Diddywahdiddy who wrote (20960)	10/5/2025 8:53:24 PM
From: mykesc2020	4 Recommendations Recommended By Diddywahdiddy Markbn Tam3262 TeamTina Read Replies (1) \| Respond to of 23139

FWIW, I am not adding to BDCs at the moment and I documented why I will continue to hold MAIN, HTGC and OBDC in another post...BUT....I have wanted to own CSWC for a long time. Stable NAV for a long time, continued supplemental dividends, change from quarterly to monthly payouts. I am keeping my eye on this one. Looks like CSWC is off its highs by about 4-5%. Not enough for me yet. I certainly can understand getting out, trimming BDCs and not adding in this current enviornment, but I have my eye on the future, for when it might be a good time to be a buyer. I will wait.