OBDC
Blue Owl Capital Corporation
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How’s this working out for you? 😂 You are shorting one of the best BDCs! If you must short a BDC short OBDC.
100% in dividend paying stocks/ETFs. These will outperform in a sideways/slightly declining market. Plus, we're all about the income. Looking for deals like OBDC and ET and BTCI. Don't care what the house is worth, just holding and collecting the rent, so to speak. Good luck!
Exactly how I feel. I’ve added some money to ARCC and OBDC also. Treading slowly right now. Good luck.
Look at VZ, BHP, RIO, and BDC’s : GLAD ( mo pay ), OBDC and GBDC. These should suffice for your purposes.
if youre still set on high divs, the highest i could find without seeing anything too bad with their books is $OBDC, 10%
preferred stock, mlp's, bdc's, closed end funds. many pay around 9-10% or more and are relatively stable. to get you started: BTZ, CHY, JFR, OBDC, IFN, CGBDL, RFI, NLYpF, AGNCN, FITBI. I am invested in all of these.
$OBDC for me. Recently read they’re merging with the other Blue Owl Capital or something…..
Probably the 2 with most reliable TR are ARCC (my preference) and MAIN, i think OBDC is worth looking into but its pretty new/more volatile.
Any investment that yields more than 5% will be riskier than your CD, that’s just a fact of life. I hold an array of equities that include high growth investments, but I also include some high yielding stocks, BDC’s and CEF’s that provide returns of 5.0 to 11.0%. Examples include RIO, BHP, OBDC, GBDC and GLAD. These higher yielding stocks blend in nicely with my more growth oriented positions such as VOO, VUG, BHP and GNR. If you can accept the risk you could consider a similar approach, and still get to your objective of a 5.0+ % blended yield.
Well option 4 has VTWAX so if your allocation is 99% to it and 0.05% to each of the rest then it has my seal of approval lol. In terms of actually looking at it, FMPXX and VUSXX are money market funds no? Cash doesn't really have a place in your portfolio unless you're over 60% bonds and still want less risk. ARCC, OBDC, MAIN, PFLT are single stocks. TLTE is a passively managed factor tilted fund, which *could* be ok... but the fees are so high for no reason. The rest are a lot of high yield / dividend ETFs. You mentioned avoiding taxes in the OP, so if this is in a taxable account then these are very bad choices. They're pretty much specifically designed to be as tax inefficient as possible. If it's in tax advantaged then that doesn't matter, but there's still not really a point in them. Most are tilted to varying degrees towards large caps. Some to have slight positive value factor weighting which could be a good thing (if you wanted to weight factors) but again you should do that with a dedicated factor fund. You'd avoid the large cap bias that way too. Speaking of factors... it's hard to elaborate because factors are a somewhat contentious subject in academic finance. What exactly those "new kinds of risk" are, and if they even exist at all, is hotly debated. Which makes it really hard to confidently state that you are someone who is particularly tolerant or intolerant of those risks, which is a necessary if you're considering a factor tilt. The market portfolio optimizes for the average investor because if it did not then investors would go buy whatever was optimal, prices would shift, and it would become the new market portfolio. It's basically the same reason as before, it's just that since not all market participants have the same relative weight between these different risks it's not technically optimal for everyone. But given that it's optimal for most people, and that it's hard to even know the relevant ways you need to differ from average for it to be suboptimal... just stick with the market portfolio. 8% is great. If you want more use leverage (but also probably don't use leverage).
Covered call etfs are trash. They don't maintain value. You are better off with BDC,s such as ARCC, BXSL, OBDC, HTGC, CSWC. If you buy them at the right time you can get 10% + yields with around 5% a year dividend growth and share appreciation.
I took my spare cash and have been doing covered calls. AMZN currently but there are lots of good options, you could just get SPY if you have enough. It generates around 3% a month instead of the money market's 0.45%. Also possible is loading up on a dependable BDCs like OBDC or ARCC.
Private credit is private so can't really be in an ETF format . There are a number of BDCs like ARCC (Ares fund) and OBDC (Blue Owl fund). There are some non traded BDCs like BCRED (Blackstone) or BDEBT (BlackRock). Another alternative is a leveraged loan ETF like BKLN. These aren't private credit per se but are similar conceptually (floating rate loans usually to private equity owned companies).
Yes, traps. As long as those companies continue to lose money (whether it be Quarter-over-Quarter or Year-over-Year) then their stock price cannot be expected to well either. Currently, the Business Development sector is the highest yielding one at the moment (and their business is profitable) if that is what you're looking for. Stocks like these ones are all 8%+ yields: BCSF, GBDC, ARCC, GLAD, OMF, TSLX, OBDC, HTGC
I've bought a few hundred shares and intend to get to 1000 shares in the near future. Business case is solid, cash flow seems good, great dividend. This plus OBDC are my two favorite non-big cap finance companies.
I actually use just jepq because the implied volatility on the qqq's is higher than sp 500 so the return should always be higher. As for stable high yield I use BDC's. The special dividends really make the difference, I split between OBDC, MAIN, GAIN and PNNT and reinvest dividends to get crazy compound interest....good luck
Right ill try QQQ, seems okay to me. OBDC also seems safe tbh. Thanks for the response
The two most reliable BDC's are probably MAIN, ARCC. OBDC as another honorable mention. It's nice to have some of these stocks for income generation but probably would focus on QQQ/SPY while your getting started.
In no particular order, VICI, MAA, STAG, FPI, OBDC, CPT, CCI, AWK, and AGE.
Some undervalued 10% dividends like OBDC would be a good hedge, but that requires time and energy. With $250k OP should have just went VOO and enjoyed life
VGT, VOO, SCHD, some CEF's, Berkshire Hathaway, OBDC, ADX, AMLP, and about 40% T Bills, CD's and SWVXX. And, of course, VOO is pretty SPYish.
Blue owl corporation SLEEPER #OWL #OBDC
Yeah, makes sense. The market might want a discount for poor management, risky assets, and who knows what. It sounds like you’ve spent some solid time understanding the space. Any favorites? Speaking of BDCs btw, I’ve seen the same thing and only hang on to core positions in OBDC and OCSL. Good businesses. You’re right, they’ve definitely seen some price appreciation vs nav
$SACH, $OMF, $GPP, $OBDC Prices barely change over 5-10y periods but monthly to quarterly, the implied volatility is above 4-5% most of the time.
That’s wrong. Dividend yield is a yearly % and the dips mentioned are not reflective of 1/12th of a 6-10% dividend. Read the actual post. You can take a look at $APLE, $OBDC, $OMF, $MAIN, $GPP to see consistent monthly dips, going back up without much price change over 5-10y periods.
It’s not about collecting the dividend. It’s the opposite- actively avoiding dividend collection and selling before monthly dips from the ex-date. The period between each dip is 30 days and the ex-date is around the 15th of each month. I’d love your answer if you would read the post in full. It’s swing trading without collecting dividend, just buying consistent monthly dips. $APLE $OBDC $OMF $MAIN and $GPP are some popular examples with 5-10% dips at the ex-dates that go back up without much, if any change in price fluctuations over 5-10 year periods. Just consistent implied volatility.
BDC companies (e.g. ARCC, OBDC, FSKR). If you buy the equity (stock) it’s yielding anywhere from 10-14%. There is also the option to buy bonds that are safer but have lower yields (7-9%).
Another idea take it FWIW : my financial planner has me in OBDC because its chart is solid as a rock , and it pays a 10% divvy . If your bro is down on his 60% on his 5k , he could sell to get his 2k now and defer the 3k loss over the next 2 years . You could do the loan for him , but buy into OBDC with the 2k collateral . All you would need to do is contribute $250/yr and you’re back over 5k within 3 years , and most of the gains will be offset by the deferred loss .
Cmon rate hike, $OBDC go Brrrrrrrrr! Actually most other BDC’s go Brrrrrrrr too. That’s been my play