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NichtRelevant
@NichtRelevant
2Settimana·

Ares Capital added to the portfolio

24.02
Ares Capital logo
Ares Capital
Acquistato x610 a 16,37 €
9985,70 €
27
17 Commenti
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Boomshak83@DividendenPaul
2Settimana
Good decision 😊
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Dividendenopi👴@Dividendenopi
2Settimana
Welcome to the club 😁, take a look at the portfolio at @SAUgut777, you'll see some familiar things there, and you'll notice some overlaps between our two portfolios. However, we've gone a bit astray in the last few months, I'm out of $MUX and $VICI and he's out of $PETR4, me too in the meantime. $VAR is still a nice energy stock outside the big groups, but Norway with a refund for withholding tax
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NichtRelevant@NichtRelevant
2Settimana
@Dividendenopi Yes, @SAUgut777 is also very similar. I think it all goes in the same direction in terms of the considerations and the focus.
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Dividendenopi👴@Dividendenopi
2Settimana
@NichtRelevant We are more the regular cash flow generating faction. To each his own, others are into crypto or tech, everyone must and should be happy with their strategy and be able to sleep more or less peacefully.
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NichtRelevant@NichtRelevant
2Settimana
@Dividendenopi Absolutely. Exactly my opinion. Especially if you are younger, it probably makes sense to focus on price growth and take a more progressive approach. For me, however, cash flow is important and I don't really need high volatility in my portfolio.

Of course, I would sometimes like to add a few small-cap tech stocks to my portfolio, but I try to stay disciplined. 😅
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Dividendenopi👴@Dividendenopi
2Settimana
@NichtRelevant yes, the gambling child in everyone 😁I have my trading portfolio with a fixed budget, so I can let off steam. When the money is gone, it's gone, but so far it's gone well and it's increased. But I don't use it additionally, I use it to go shopping, for example 😇
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Pezi@Pezi
2Settimana
Would have preferred $MAIN
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NichtRelevant@NichtRelevant
2Settimana
@Pezi Also an exciting title, but unfortunately the resource money is now somewhat limited again 😉.
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Dividendenopi👴@Dividendenopi
2Settimana
@Pezi You should actually use both, as they pursue different strategies. Compared to ARES, however, MAIN is more of a chip shop. However, this only relates to their sheer size. And they normally react in opposite directions to interest rate changes in the short term. Can complement each other well
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Pezi@Pezi
2Settimana
@Dividendenopi I'm not saying that Ares is bad. I've held both in my portfolio. But if I had to choose, I would go for Main Street, as they have a leaner cost structure and stronger dividend growth...
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Pezi@Pezi
2Settimana
@Pezi The day after tomorrow Main Street will publish the figures, maybe I'll even get back in...at 42 euros I could get weak....
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Dividendenopi👴@Dividendenopi
2Settimana
@Pezi nobody said that either. Each title has its merits, which is why I said that both make sense. I've been lurking around $MAIN for months and have decided in favor of $ARCC for the time being. There is a high probability that I will soon place a first tranche at $MAIN, which is also in an attractive range at the moment
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Dividendenopi👴@Dividendenopi
2Settimana
@Pezi but that would be a huge setback 😇I wouldn't have to think twice and would be in...
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Dividendenopi👴@Dividendenopi
2Settimana
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Matthias@market_sorcerer_ppdyf
2Settimana
Don't think Main street will go down to €45, but it would be nice 🧐
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Pezi@Pezi
2Settimana
@market_sorcerer_ppdyf well, they've already come down 11 euros from their ATH, so I don't see the last 3-4 euros to your 45 euros as unrealistic. Not immediately after the quarterly figures, but in the next few months.

I would get in at 42-43 euros...if they don't reach that, that's fine with me...I also think Ares Capital at 14.xx euros is realistic...
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Beleggen M.@BeleggenmetDave
2Settimana
Good one !
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