1Settimana·

Just added Main Street Capital (MAIN) to the portfolio

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.

21.05
Main Street Capital logo
Acquistato x8,137 a 56,53 €
459,99 €
16
6 Commenti

immagine del profilo
I bought it before for 32 per Share.very expencive now
2
immagine del profilo
@Samir22 great entry indeed!
1
immagine del profilo
1Settimana
I'm doing the same in the next few weeks
1
immagine del profilo
@AdrianAA Nice! You might see a better entry! The short term is very uncertain ahahah
immagine del profilo
1Settimana
@lucasssilva Certainly yes ! We will see better prices for sure and i think that focusing portfolio to dividend companies will be the best choice for the next 2-3 years as big companies are overvalued today. However, this company is diluting earnings among the increasing share number, that was a bad point i think, but the business has a good potential and shape
1
immagine del profilo
@AdrianAA Totally agree — dividend companies feel like a smart place to be right now, especially with so many growth names looking stretched. Dilution is definitely something to watch, but like you said, if the fundamentals and long-term potential are solid, it might just be a bump in the road.

I’m also building my positions slowly over time — no rush, especially with the market this shaky. Let’s see how it all plays out!

And remember always have a little bit of money on the side for a potencial big dip!
1
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