Tag: Business Development Companies (BDCs)

Today I weeded out some underperforming high-yield ETFs and BDCs and reallocated those funds to better ones. Sold: $NFLY, YieldMax NFLX Option Income Strategy ETF, my total return ~ -7% $MSTY, YieldMax MSTR Option Income Strategy ETF, my total return ~ -41% $ULTY, YieldMax Ultra Option Income Strategy ETF, my total return ~ -28% Will […]

$ENB, Enbridge Sold my position, took profits ($46,204) Redeployed the funds as follows: $BGAFX, Baron Global Opportunity Bought $20,000 worth This fund owns a large stake of Space X, likely be the biggest IPO of all time $MSIF, MSC Income Fund Added 53 shares @ $13.67 ($724.66) Yield (FWD) 10.57% $YBTC, Roundhill Bitcoin Covered Call […]

Two more of my crypto-related short cash-secured put options expired today not in my favor. $ETH, December $35 put options I was assigned 200 shares @ $35 ($7000) Current share price $28.29 $BTC, December $47 put option I bought back my short put: Bought to close @ $8 ($800.66) Current share price $38.97 Used the […]

Sold some January covered calls on funds I own: $BTC, Grayscale Bitcoin Mini Trust ETF Sold 1 Jan $45 Call @ $1.23 ($123) Annualized yield 25.01% $ETH, Grayscale Ethereum Mini Trust ETF Sold 1 Jan $34 Call @ $1.40 ($140) Annualized yield 39.57% Used available funds to: $MSIF, MSC Income Fund Added 37.5 Shares @ […]

Added a new business development company (BDC): $MSIF, MSC Income Fund Bought 53 shares $14 ($742.00) A new fund by the same folks that run $MAIN, one of my favorite long-term holdings Recommended by the Dividend Hunter Yield (FWD) 10.14% Added a new real estate investment trust (REIT) $PSTL, Postal Realty Trust The “landlord” for […]

Sold an underperforming BDC (Business Development Company) and added to a better one. Added a new gold position. $OBDC, Blue Owl Capital Corporation Sold 489.874 Shares @ $12.075 ($5,915.23) $CSWC, Capital Southwest Added 143.335 Shares @ $20.905 ($2,996.42) Yield (FWD) 12.30% Pays monthly $GNT, GAMCO Natural Resources Gold & Income Trust Bought 420 Shares @ […]

Added to four of my high-yield investments today at great prices: $UTF Cohen & Steers Infrastructure Fund added 14.996 shares @ $23.95 7.76% monthly distribution $AGD abrdn Global Dynamic Dividend Fund added 31.409 shares @ $11.43 11.71% monthly distribution $FCT First Trust Senior Floating Rate Income Fund II added 36.521 shares @ $9.83 11.90$ monthly […]

Over the weekend, several of my September short cash-secured put options expired worthless, allowing me to keep the premium I previously received: $NFLY, $NVDY, $QQQI, $BITO, $BTC, $YBTC Also, these September covered calls expired worthless, allowing me to keep the premium I previously received: $UBER, $OWL, $DVN This September covered call went against me and […]

$NFLY  YieldMax NFLX Option Income Strategy ETF Bought 100 shares @ $17 ($1700) Yield 51.44% $HTGC  Hercules Capital, Inc. Added 37 shares @ $18.53 ($685.61) 10.35% dividend$RGR  Sturm, Ruger & Company, Inc. Sold 2 April $40 covered calls @ $1.20 ($240) Annualized yield 25.47% $UBER  Uber Technologies, Inc. Sold an April $82.50 covered call for […]

Closed my position in Oaktree Specialty Lending Corporation (OCSL) for a small loss. This business development company, BDC, has underperformed others in my portfolio: Ares Capital (ARCC), Main Street Capital (MAIN), Gladstone Investment (GAIN) and Hercules Capital (HTGC). I used the proceeds to purchase a new holding: TORM (TRMD) UK-based shipping company that owns a […]