Capital Southwest Corp

Portfolio feedback requested

I (early 50s, so still a good 15 years to work on the portfolio) would like to hear your opinion. I've been with Trade Republic since January, mainly because of the 4%. But then I started saving a few ETFs, then buying and selling a few shares. So I played around. At the moment my portfolio has three or rather four different parts. Let's put it this way, the family treasury has given me around €10k to play with. The rest remains in call money.

Of this 10K I would like to have a part to play, individual stocks, §IWDA, other ETFs that are close to me because of my work, XRP.

But that's not my topic here.

I want to build a dividend portfolio. Reduce working hours or improve pension, we'll see where the journey takes me. For now, I would reinvest all payouts.

The composition from December would look like this:

$MCD (-0.31%) 15%

$EXSH (-0.34%) 9%

$MAIN (+0.27%) 9%

$ARCC (+0.78%) 9%

$HTGC (+0.38%) 9%

$O (+1.22%) 9%

$CSWC (+0.32%) 5%

$PFE (+1.49%) 5%

$KAP (-2.04%) 5%

$JEGP (-0.04%) 5%

$TGT (-0.34%) 3,5%

$GAIN (-1.01%) 5%

$QYLE (-1.41%) 5%

$VHYL (+0.11%) 1%

What do you think about the composition? Should something go in/out?

My aim would be to distribute the monthly distributions evenly. I'll have to play around with the ratios a bit.

My problem is that the months of January, February, April and May look too poor. What would you suggest that pays out in these months?

Roast me!

When I first bought the stock, I intended to increase the size of this position by buying more shares. Due to the return of the price and the soon upcoming ex-dividend day with an extra dividend on top, I have decided to buy this U.S. stock now below my previous purchase price and to increase my existing shares in this company.

I bought 43 shares in Capital Southwest Corporation today.

I think the dividend and the valuation are good, which is why I took a punt. In view of rising interest rates, I think additional money should flow into the company. I plan to further expand the position in the future.

A stock with decent, albeit fluctuating, dividends, which I have put on my watchlist.

Capital Southwest Corporation is a business development corporation that specializes in loans, private equity and venture capital investments.

Source: Yahoo Finance

No guarantee for the completeness of the information and no Analageempfehlung or investment advice.

BDC with strong performance