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An 8%+ Retirement Income Cocktail Of: 1 BDC, 1 MLP, And 1 ETF
Seeking Alpha· 2025-01-16 22:15
When I hear the phrase "retirement income", the first thing that comes to my mind is durability. I think most of you will agree with me that nothing is worse than seeing your current income streams cut, especially if theRoberts 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 ...
Blue Owl Capital: Overhyped BDC With Mediocre Performance
Seeking Alpha· 2025-01-16 21:48
Blue Owl Capital Corporation (NYSE: OBDC ) can be a compelling choice for investors seeking high yields and willing to take the risk. The Business Development Company [BDC], which is required to distribute at least 90% of its earnings, offers an 11.5% annual yield andBashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas, with a geographic focus in North America. Before that, Bashar worked at an Investment Fund in the United Kingdom. He has a Master's degree in Finance fro ...
Palmer Square Capital: This New BDC Is Aligned For Success
Seeking Alpha· 2025-01-16 18:55
Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 10 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering strategies to utilize various investment vehicles - seeking out high quality dividend stocks, and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth sto ...
Golub Capital: Not So Great Q4, But Still A Top BDC For Income
Seeking Alpha· 2025-01-15 20:12
In the current macro environment, with interest rates still elevated above historical levels, many top-tier BDCs continue to trade at lofty premiums to their net asset values. Contrarily, Golub Capital BDC (NASDAQ: GBDC ) still tradesContributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone t ...
Trinity Capital: My Favorite BDC Right Now
Seeking Alpha· 2025-01-13 19:17
A 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 surrounding the industry, and strive to provide readers with ample research and investment opportunities.Analyst’s Disclosure: I/we have a beneficial long position in the shares of TRIN either through stock ownership, options, or other derivatives. I wrote this ...
Goldman Sachs BDC: Price Drop Creates An Attractive Buying Opportunity
Seeking Alpha· 2025-01-07 12:51
公司分析 - 高盛BDC(GSBD)因其强劲的股息覆盖率、多元化的投资组合和吸引人的估值,此前被给予买入评级 [1] - 尽管有这些优势,GSBD的股价在过去一个季度持续下跌 [1] 投资策略 - 通过结合经典股息增长股票、商业发展公司(BDCs)、房地产投资信托基金(REITs)和封闭式基金(CEFs),可以高效提升投资收入,同时获得与传统指数基金相当的总回报 [1] - 这种混合系统在增长和收入之间取得平衡,能够在不牺牲投资组合安全性的情况下实现早期退休 [1] 分析师背景 - 分析师拥有超过10年的投资经验,专注于市场中的高收益机会,特别是高质量股息股票和其他具有长期增长潜力的资产 [1] - 分析师通过社交媒体分享投资知识,并致力于帮助普通上班族实现财务独立和早期退休 [1]
1 Underrated And 1 Overrated BDC Yielding 9%+
Seeking Alpha· 2025-01-06 22:05
行业概况 - 可投资的BDC(商业发展公司)市场规模较小,仅有约55家公开交易的BDC [1] - 超过一半的BDC的净资产值(NAV)低于10亿美元 [1] 专家背景 - Roberts Berzins拥有超过十年的金融管理经验,曾帮助顶级企业制定财务战略并执行大规模融资 [2] - 他在拉脱维亚推动REIT(房地产投资信托)框架的制度化,以提升波罗的海地区资本市场的流动性 [2] - 他还参与了国家国有企业融资指南的制定,并推动私人资本进入经济适用房领域 [2] - Roberts Berzins持有CFA证书和ESG投资证书,曾在芝加哥期货交易所实习,并积极参与波罗的海资本市场的“思想领导”活动 [2]
Golub Capital BDC: Dividends Worth Scooping Despite Further Interest Rate Changes
Seeking Alpha· 2025-01-06 20:53
公司分析 - Golub Capital BDC (GBDC) 是一家专注于第一留置权债务的公司 其投资组合具有较为保守的定位 [1] - GBDC 的投资策略使其在当前市场环境下成为值得关注的投资标的 [1] 行业分析 - 行业分析师在科技 房地产 软件 金融和消费品等领域具有丰富的经验 这些行业也是其投资组合的核心 [1] - 行业分析师通过财务建模 商业和财务尽职调查等方式评估公司健康状况 并在并购交易中发挥关键作用 [1] 投资策略 - 股息投资在行业分析师的财务规划中扮演重要角色 被认为是实现财务自由的最直接和可实现的途径之一 [1] - 行业分析师通过分享经验和见解 旨在使股息投资过程更加易于理解 帮助投资者建立长期财富 [1]
Barings BDC: Portfolio Quality Continues To Weaken (Rating Downgrade)
Seeking Alpha· 2025-01-06 13:34
投资策略 - 通过重新评估所有业务发展公司(BDCs)来预测其在2025年的表现 [1] - 利用经典股息增长股票作为基础,结合业务发展公司(BDCs)、房地产投资信托基金(REITs)和封闭式基金(Closed End Funds)来提升投资收入 [1] - 创建增长与收入的混合系统,以实现与标普500指数相当的总回报 [1] 投资理念 - 专注于长期增长潜力高的资产,如高质量股息股票 [1] - 通过多样化投资工具来优化投资组合,确保投资收入的同时保持安全性 [1] - 倡导FIRE运动(财务独立,提前退休),旨在帮助普通上班族实现早期退休目标 [1] 个人背景 - 拥有超过10年的投资经验,专注于市场中的高收益机会分析 [1] - 通过社交媒体平台分享投资见解,旨在激励普通投资者实现财务目标 [1]
BDC Weekly Review: Private Credit Will Be $40 Trillion In 5 Years, Says Apollo
Seeking Alpha· 2024-12-29 10:50
分组1 - 文章核心观点是讨论BDC行业的市场活动,包括自下而上和自上而下的分析 [1] - 公司提供强大的互动投资者工具,帮助投资者在BDC、CEF、OEF、优先股和婴儿债券市场中导航 [2] - 公司提供投资者指南,涵盖CEFs、优先股和PIMCO CEFs [2] - 公司提供无风险试用,用户可以注册2周免费试用 [2] 分组2 - 2018年BDC行业累计增长率为-6% [3] - 2022年BDC行业累计增长率为-19% [3] - 2021年BDC行业累计增长率为1212% [3] - 2020年BDC行业累计增长率为1200% [3] - 2019年BDC行业累计增长率为1000% [3] - 2017年BDC行业累计增长率为800% [3] - 2023年BDC行业累计增长率为600% [3]