Over the past couple of quarters, Capital Southwest has lagged behind the market. While CSWC is somewhat similar to MAIN, the return divergence between the two has been massive. By taking a closer loo...

The need for extended long-term care is a possibility retirees need to plan for. Many turn to long-term care insurance policies, believing those will remove the risk. However, some buyers are finding ...

Margin debt can be a strategic tool for wealth building, similar to traditional debt, if used responsibly and with proper safety buffers. Suggested rules include having a solid financial foundation, a...

Despite expected interest rate declines, BDCs are poised for strong performance in 2025 due to potential rate hikes and inflation uncertainties. BDCs provide capital to small businesses, have high yie...

I visualize my portfolio as a galley ship with rowers (steady compounders) and sails (high-yielding securities) for balanced growth and income. In 2025, my goal is to refocus on rowers to enhance divi...

With the youngest baby boomers (Americans born between 1946 and 1964) approaching retirement age, it is becoming increasingly important to focus on magnificent dividend stocks that will supply signifi...

The threat of higher inflation and interest rates for longer has sent the market into turmoil. However, high yield investors have nothing to fear from this development. We share a 7%-yielding portfoli...

We take a look at the action in business development companies through the second week of December and highlight some of the key themes we are watching. BDCs were flat this week with CSWC and PSEC und...

Capital Southwest's stock correction, triggered by higher non-accruals and lower net investment income, presents a buying opportunity at $21.50 for passive income investors. Despite the increased non-...

In November, I invested $1,400 primarily in Business Development Companies, boosting my yearly dividend income by $148, with a YTD total exceeding $1,400. My portfolio achieved all-time highs, driven ...

The financial outlook for many BDCs is not promising. Already lower base rates will continue to depress results in Q4 reports. The trajectory for SOFR is not great either.

MAIN and CSWC are leading blue-chip BDCs with sky-high dividend yields. However, their performances have sharply diverged from each other in recent months. I discuss which is the better buy right now.

Preferred shares rallied, as predicted. Finding value is getting much harder. There are some common shares trading at discounts. Some big, some tiny. I would be interested in a few of the agency mortg...

Business development companies play a pivotal role in the economy, during both slowdowns and upturns. U.S. GDP has grown steadily over the last decade, and this performance is expected to continue. I ...

Capital Southwest is an internally managed BDC with a diversified portfolio, primarily focused on first-lien debt, offering a 10% regular dividend yield. Despite recent stock price volatility and incr...

The BDC segment offers significant opportunities for retail investors due to low competition from institutional investors and potential valuation inefficiencies. The best thing that could happen is if...

We take a look at the action in business development companies through the second week of November and highlight some of the key themes we are watching. BDCs saw a 2% aggregate return on the week; TPV...

Panic selling is a terrible way to destroy your income stream, and retirees are often guilty of this practice. We review the recent earnings and dip to see if the sell-off is overdone. I collect incom...

We take a look at the action in business development companies through the first week of November and highlight some of the key themes we are watching. BDCs pulled back around 2% along with other high...

Capital Southwest is a well-managed BDC with a conservative investment strategy. The leadership team has built an investment strategy around middle market companies while expanding its lower middle ma...