1D·

Exiting my BDC positions

After holding $ARCC (+1,25 %) and $OBDC (+0,98 %) 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.

09.07
OBD
Vendido x171,32 en 12,19 €
2088,77 €
2,32 %
2
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