1Année·

📈 BDC Depot Update January '23 📈


Hello everyone 🙋‍♂️. Today we have an update on the Business Development Companies in the depot ($ARCC, (+0,28 %)
$OCSL,
$ORCC, (+1,08 %)
$MAIN, (-0,14 %)
$CGBD (+0,13 %)) and some info about how they performed in 2022.


➡️ In total the five BDCs have a market value of ~15,338 EUR and therefore a weighting of 5.03% in the overall portfolio 👍.


➡️ In terms of share price, not much has happened with the BDCs since the last time, but there have been plenty of dividends. 2022 I have a total of 1,174.35 EUR cash flow through BDCs.


➡️ Last year I had to leave the depot with $FSK (+0,07 %) one BDC had to leave the depot, but this was replaced by various additional purchases.


➡️ With +2,7% the S&P 500 and the NASDAQ100 were clearly outperformed.


➡️ For 2023, I will certainly make strategic additional purchases, I also have 1-2 more BDCs on the watchlist. Overall, however, a weighting should be a maximum of 10%.


Do you have BDCs in your portfolio❓?

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15 Commentaires

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I decided to go with Ares a month ago.
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JA Ares, Goldman Sachs BDC and MAIN.
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Why FSK out? Why don't you have Hercules?
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It would be nice if you could go into a little more detail on the topic of income. Is 1174,35€ gross or net? What are these "1-2 more BDCs" from your WL?
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I am also considering adding a few BDCs to the portfolio. The target is a maximum share of 5-6 percent. Ideal as a booster. The decision is tricky, with most counts a good entry, as many run sideways.
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