After opening a position in Realty Income to strengthen the stable, income-generating side of my portfolio, I decided to complement it with Main Street Capital (MAIN)
While Realty Income gives me exposure to real estate and long-term commercial leases, MAIN brings something different to the table: it’s a business development company that invests directly in small and mid-sized U.S. businesses. I like the diversification this adds, both in terms of sector and structure.
What convinced me was the solid track record of monthly dividends, plus the potential for special dividends, which gives the position both reliability and upside. It’s also internally managed, which I see as a positive for cost control and alignment with shareholders.
Together, these two holdings help me move towards a portfolio that can deliver steady, diversified income — especially important as I balance out higher-risk assets on the other side.