Investment Strategy - The analyst advocates for a hybrid investment system combining growth and income, utilizing dividend growth stocks, Business Development Companies (BDCs), REITs, and Closed End Funds to enhance investment income while maintaining total returns comparable to the S&P 500 [1] - The strategy is designed to achieve long-term growth and income, targeting early retirement without compromising portfolio safety [1] Goldman Sachs BDC (GSBD) Analysis - Goldman Sachs BDC (GSBD) was previously rated as a buy due to its strong dividend coverage, diverse portfolio, and attractive valuation [1] - Despite these strengths, the stock price has declined over the last quarter [1] Analyst's Background - The analyst has over 10 years of experience in investing and specializes in identifying high-quality dividend stocks and other assets with long-term growth potential [1] - The analyst shares investment insights on platforms like Instagram and Seeking Alpha, aiming to inspire average investors to achieve financial independence and early retirement [1]

The investable BDC universe is very small, as it consists of roughly 55 publicly traded vehicles. More than half of these BDCs carry lower NAV levels than $1 billion.Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the ...

Golub Capital BDC (NASDAQ: GBDC ) is one of my favourite BDCs to invest in right now. GBDC focuses on the first-lien debt, ensuring quite a conservative position of its portfolio. The downside is that the decreasing interest rateWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the mos ...

Investment Strategy - The analyst is reassessing Business Development Companies (BDCs) to evaluate their performance potential for 2025 [1] - BDCs are highlighted as a key investment vehicle for boosting investment income while maintaining a total return comparable to the S&P 500 [1] - The analyst advocates for a hybrid investment system combining growth and income, utilizing dividend growth stocks, BDCs, REITs, and Closed End Funds [1] Personal Investment Philosophy - The analyst emphasizes the importance of a diversified portfolio that includes high-quality dividend stocks and other assets with long-term growth potential [1] - The analyst is a proponent of the FIRE (Financial Independence, Retire Early) movement, aiming to inspire average individuals to achieve early retirement without compromising portfolio safety [1] Disclosure - The analyst has no stock, option, or derivative positions in any mentioned companies and no plans to initiate such positions within the next 72 hours [2] - The article reflects the analyst's personal opinions and is not influenced by any business relationships with mentioned companies [2]

Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company ("BDC") sector from both the bottom-up - highlighting individual news and events - as well as the top-down - providing an overview of the broader market.Check out Systematic Income and explore our Income Portfolios, engineered with both yield and risk management considerations. Use our powerful Interactive Investor Tools to navigate the BDC, CEF, OEF, preferred and baby bond ...

In this article we highlight the recent quarterly results from the Barings BDC (NYSE: BBDC ). The company is overweight Tech, Healthcare and Finance sectors, fairly typical of the average BDC. BBDC trades at a 14% discount to book and a 10.6% dividend yieldCheck out Systematic Income and explore our Income Portfolios, engineered with both yield and risk management considerations. Use our powerful Interactive Investor Tools to navigate the BDC, CEF, OEF, preferred and baby bond markets.Read our Investor Gui ...

Hercules Capital Inc. (NYSE: HTGC ) is one of the highest-valued business development companies that passive income investors can buy in the BDC industry. Yet, though the premium to net asset value might seem excessive to some investors, I think that itA financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news surround ...

Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company ("BDC") sector from both the bottom-up - highlighting individual news and events - as well as the top-down - providing an overview of the broader market.Check out Systematic Income and explore our Income Portfolios, engineered with both yield and risk management considerations. Use our powerful Interactive Investor Tools to navigate the BDC, CEF, OEF, preferred and baby bond ...

In December 2023, I issued my first article Goldman Sachs BDC (NYSE: GSBD ), plotting a rather bearish thesis. The title of the article captured the essence nicely: Goldman Sachs BDC: Signs Of Structural Underperformance Going Forward. The key messageRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boo ...

Here are more of the features available to you. And there's nothing to lose with our FREE 2-week trial. Just click this link .Join iREIT® on Alpha today... for more in-depth research on REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers. You'll get more articles throughout the week, and access to our Ratings Tracker with buy/sell recommendations on all the stocks we cover. Plus unlimited access to our multi-year Archive of articles.Brad, along with HOYA Capital, lead the investing gro ...