📈 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, (+0,97%)
$MAIN, (+0%)
$CGBD (-0,32%)) 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%) 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❓?
