After holding $ARCC (+0.7%) and $OBDC (-0.19%) for 2 years and a half, I’m exiting both positions.
Selling aprox at the buying price but with a porofit aprox 25% thanks to its dividends.
I had better options to do this with higher profit but I didn’t take them as I’m not constantly adjusting my portfolio.
Why now? Well, I don’t see upside, and I think its dividend will go down as well as their profit. And I have in mind increasing positions in other sectors like Pharma and other areas (mainly Europe), to reduce exposure to the US dollar.
Maybe I’ll go back in when there is a market shock and this yield is better, for now I’m out.
