The Best BDCs Compared: ARCC vs MAIN vs HTGC & More

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  • Опубліковано 18 лис 2024

КОМЕНТАРІ • 125

  • @jeff41873
    @jeff41873 10 місяців тому +52

    MAIN will always be my favorite due to their conservative nature, paying momthly dividends as apposed to quarterly, and their special dividends they spit out. I don’t mind the lower yield if it means they are careful with their money.

    • @AsDfler12
      @AsDfler12 10 місяців тому +1

      How are they more conservative?

    • @kene8895
      @kene8895 10 місяців тому

      Internal managed and not external pressures.@@AsDfler12

    • @wewhoareabouttodiesaluteyo9303
      @wewhoareabouttodiesaluteyo9303 10 місяців тому +4

      Stocks that have good balance sheets are worth it. MAIN is a good stock.

    • @cashoption2319
      @cashoption2319 7 місяців тому

      Eroding capital

    • @bamby27
      @bamby27 7 місяців тому

      @@cashoption2319 Eroding capital? if you invested $10,000 in MAIN and the SPY from jan 2008 to today: 1. Not reinvesing dividends: MAIN: $33,769 SPY: $35,775 | Reinvesting dividends: MAIN: $133,536 SPY:$48,945 I hardly call that "Eroding Capital". This isnt AGNC or OXSQ...

  • @theocratickingdom30
    @theocratickingdom30 10 місяців тому +17

    I'm heavily invested in all of them.

  • @geronimo9097
    @geronimo9097 10 місяців тому +10

    Wow, Blue Owl is killing it for me. I can't imagine how well the others must be doing if it came in last.😄

  • @DoomLegion83
    @DoomLegion83 9 місяців тому +11

    Man, I'm glad I found your channel. Here in Germany I am surrounded by people who want to be the richest in the grave by investing in accumulating ETFs. My inner voice tells me otherwise. Love your videos. greetings from Germany

    • @luqeduqe
      @luqeduqe 8 місяців тому +4

      Agree too, far to little financial education in Germany

    • @EffectualPoet
      @EffectualPoet 7 місяців тому +3

      Nothing wrong with ETFs.

    • @DoomLegion83
      @DoomLegion83 7 місяців тому +1

      @@EffectualPoet that’s not what I said. ETFs are okay. But the only solution that is praised in Germany is acc ETF and done

    • @pepinlebref7585
      @pepinlebref7585 5 місяців тому +1

      @@DoomLegion83 I agree with you. It has also to do with the fact that the retirement tax advantages are ETF based. There is no equivalent of the Roth that I have heard of. Maybe you know better and can enlighten me

    • @DoomLegion83
      @DoomLegion83 5 місяців тому +3

      @@pepinlebref7585 there is nothing like the Roth IRA or 401k here in Germany. And that’s the sad part.

  • @peoriaos6627
    @peoriaos6627 10 місяців тому +5

    Awesome video!!! I have all of them. Also picked up PBDC recently. It's a BDC ETF.

  • @snarkyguy2657
    @snarkyguy2657 10 місяців тому +5

    Thanks for the video. It's a great break down of these BDCs. You really can't go wrong with any of them. I'm in on OBDC, mainly because of the lower share price, & have been very happy with them.

  • @bobaquatics6776
    @bobaquatics6776 10 місяців тому +10

    I hold MAIN in my "monthly dividends portfolio". I like the fact, that it is very well diversified and not too big to grow on upcoming years.

    • @christmas10023
      @christmas10023 10 місяців тому

      MAIN has survived market cycles and comeback each time

  • @Nemo-yn1sp
    @Nemo-yn1sp 10 місяців тому +2

    Thank you. I have MAIN, ARCC, & CSWC, still building the first two.

  • @drescherjm
    @drescherjm 10 місяців тому +5

    I have shares in MAIN, ARCC and ODBC. I believe I purchased all 3 after videos from this channel. Of these I greatly increased my investment in MAIN in October before the price went back up. What triggered me to add more was the price and the fact that they have given a few special dividends over the year.

    • @wewhoareabouttodiesaluteyo9303
      @wewhoareabouttodiesaluteyo9303 10 місяців тому

      But the yield is still abysmal. There are ETFs right now that yield quadruple the dividend on MAIN.

    • @user00165
      @user00165 10 місяців тому

      like which ones?​@@wewhoareabouttodiesaluteyo9303

  • @CRBarchager
    @CRBarchager 10 місяців тому +11

    I have both MAIN and ARCC but also GAIN. All have been really good investments and I have no intention of selling any of them. Will most likely just buy more over time.

    • @wewhoareabouttodiesaluteyo9303
      @wewhoareabouttodiesaluteyo9303 10 місяців тому +1

      MAIN and GAIN are good stocks. They are paying out special dividends almost quarterly on average. I keep going back to them and think I should be buying, but I find it better to buy some highly volatile, highly yielding ETFs. MAIN and GAIN only have around 6-7% yield.

    • @CRBarchager
      @CRBarchager 10 місяців тому

      @@wewhoareabouttodiesaluteyo9303 That is true. The yield is not as high as other stocks/ETF's like the ones from YieldMax or Defiance but the yeild is higher if you factor ind the extra dividend and if so they both do extremely well compared to other companies in the same category and I can't express this enought... they are stable. With the higher yielding ETFs you don't know if they will crash tomorrow or next year. Just look at TSLY which for some still isn't profitable yet even with DRIP. It the stock can't recover enough to be profitable then why even having them. - I know "Retire on dividends" made a video a week or two ago comparing all the YieldMax ETF's to see which of them are actually doing good and the result is not great.

    • @IvanAntolic
      @IvanAntolic 10 місяців тому

      Which one would you recommend

  • @prachyacharasri8280
    @prachyacharasri8280 10 місяців тому +3

    The best BDCs video! Thanks

  • @BenAD1974
    @BenAD1974 10 місяців тому +5

    MAIN is my absolute favorite but I like CSWC as well.

  • @richardmaturino5985
    @richardmaturino5985 10 місяців тому +4

    Main Street capital is my favorite, I use it as a base for my portfolio

  • @GrandPrix46
    @GrandPrix46 10 місяців тому +4

    MAIN is the backbone of my portfolio. I'm just not patient enough to wait 3 months to get paid, monthly distributions are important for me.

  • @roguered706
    @roguered706 10 місяців тому +2

    I just started buying into MAIN so now I own stock in the top 3! That makes me way happier than it really should. Lol I've been a HGTC fan for years.

  • @VineyardGaden
    @VineyardGaden 10 місяців тому +3

    MAIN is my main stay. I like their constantly increasing monthly dividends, plus special dividend each quarter. No doubt they care for their shareholders.

  • @tobybear8297
    @tobybear8297 10 місяців тому

    Thank you for doing this great comparison video! I've already built a decent position in Blue Owl. Now I'm going to DCA into Main Street and Ares. I know I'm buying at lofty valuations but if that looming recession really does hit, I'm praying for as much bad press as seeking alpha can make so I can significantly lower my cost basis while increasing my position. 😊

  • @katrinaewarak
    @katrinaewarak 21 день тому

    Great Video. Own 4 of These BDCs.

  • @airnite7527
    @airnite7527 10 місяців тому +4

    Thanks for the great research, I have a question, at this moment do you think it's wise to pick up shares or just wait for a pull back, I'm about to start contributing to my Roth for this year and was just wondering if I should DCA or just wait thanks

    • @BenjaminHansen
      @BenjaminHansen 10 місяців тому +2

      I DCA'ed for the last 30 years. Retired from the blue collar manufacturing at 55. Now I do what I want while my funds continue to grow.

    • @absurdnerd7624
      @absurdnerd7624 10 місяців тому +1

      In my case last year I funded my Roth IRA at an ethical well known brokerage and put it into their money market. That was yielding over 4 or 5%
      Then throughout the year I did buy various securities. Some I bought in chunks. Sometimes just 10 or 20 shares, sometimes 50 shares. And a couple of times I bought the full 100 shares.
      I set up price alerts and watch at where I want to buy.
      I do not do the traditional DCA per say. But when I see a dip in something I own and still like then I buy more.

  • @me0101001000
    @me0101001000 10 місяців тому +1

    I have all of these in my Roth except for OBDC. I'm going to wait and do some more due diligence before I consider buying.

  • @NiceGuyEddy00
    @NiceGuyEddy00 10 місяців тому +1

    I own 4 and in order from most to least favorite is ARCC, MAIN, OBDC, and FSK.

  • @ardeemaq2114
    @ardeemaq2114 10 місяців тому +1

    thanks bull, i like this comparison video content as im looking which BDC i want to invest for retirement income. 🧡

  • @TheYankmchain
    @TheYankmchain 10 місяців тому

    DB...the ONLY PATREON I SUBSCRIBE TO! All of you should as well!

  • @giggs4493
    @giggs4493 10 місяців тому +2

    Great video. Could you do the same for REITS please?

  • @mikelalor424
    @mikelalor424 10 місяців тому

    Good video. I have no favorite. I like them all and own each of them.

  • @brandonsarratt2275
    @brandonsarratt2275 10 місяців тому +1

    Great video, i own all 5.

  • @dominiquetheeasyminimalist
    @dominiquetheeasyminimalist 10 місяців тому +2

    I own all except OBDC, I chose BXSL instead. All bought during the bank turmoil, then added more in October. I love those BDCs, even without special distributions because they increase their base dividend which is an important factor to beat inflation.

    • @johngalt5166
      @johngalt5166 10 місяців тому

      Is there a reason you don’t hold OBDC?

    • @dominiquetheeasyminimalist
      @dominiquetheeasyminimalist 10 місяців тому +3

      @@johngalt5166 I just went with Blackstone BXSL because my bet is they will grow more than Blue Owl over the next couple of years. But who knows, I might be wrong 🤷‍♀️.

    • @wewhoareabouttodiesaluteyo9303
      @wewhoareabouttodiesaluteyo9303 10 місяців тому +1

      @@dominiquetheeasyminimalist They both have good balance sheets and pay within their EPS. I do not think you could go wrong with either right now.

    • @dominiquetheeasyminimalist
      @dominiquetheeasyminimalist 10 місяців тому

      @@wewhoareabouttodiesaluteyo9303 I agree!

  • @lisagayhart2482
    @lisagayhart2482 10 місяців тому +4

    That’s funny. I have all five

  • @leeparker4903
    @leeparker4903 9 місяців тому

    HTGC has done really well for me, although I've been happy with MAIN also.

  • @glennshoemake4200
    @glennshoemake4200 10 місяців тому +2

    I own Blue Owl and both Greek gods of Finance.

  • @jackellis3798
    @jackellis3798 10 місяців тому +1

    Would like to know your opinion on PBDC. It's a BDC ETF, as you probably know. Rather than hold 5 or 6 BDCs I would rather just hold PBDC. I know it has a fairly steep .75% fee, but I just like the diversification in 1 fund and am OK with the fee.

  • @sagig72
    @sagig72 10 місяців тому +2

    Hi, good video!! Quick question: Are these stocks (BDCs in general) providing a K-1 or are they providing 1099 forms for taxes? Thanks!

    • @airnite7527
      @airnite7527 10 місяців тому +4

      10 99

    • @sagig72
      @sagig72 10 місяців тому

      @@airnite7527Thank you !!

  • @CP-qg4ks
    @CP-qg4ks 10 місяців тому +1

    I own ARCC, MAIN & HTGC

  • @VictorSanchezVS13
    @VictorSanchezVS13 10 місяців тому

    On that last graph you have blue owl as odbc, it should be obdc.
    I love this video and your channel.
    I sold out of Hercules but I'm still in main and arcc. MAIN is at an all time high i might turn the drip off lol

    • @VictorSanchezVS13
      @VictorSanchezVS13 10 місяців тому

      Also, I was offended by your wpc is garbage video 😉 but it's recovered. I'm glad I stayed in at this moment

  • @leopoldbutters7858
    @leopoldbutters7858 10 місяців тому +1

    You said ARCC is the largest BDC but doesn’t it say that blackstone secured lending is the largest by more than 2x? Also love the videos and ARCC is one of my top holdings

  • @HouseJawn
    @HouseJawn 9 місяців тому

    Thank you

  • @johnstewart5221
    @johnstewart5221 10 місяців тому

    what are your thoughts on HE

  • @mtoporovsky
    @mtoporovsky 10 місяців тому

    Where did u get numbers of additional extra payment ?cs numbers of yield easy, but total...? What probability in forcast to next year?

  • @NDRyanND
    @NDRyanND 10 місяців тому +1

    I’ve got 3 of these based on your calls with good entry points!

  • @jeffrucks4477
    @jeffrucks4477 10 місяців тому

    I like the video.I own all of them.

  • @elad963
    @elad963 9 місяців тому

    Of all these BDC's Listed (ARC, MAIN, HTGC, CSWC, OBDC) are any of them returning Qualified Dividends?

  • @mellowman1978
    @mellowman1978 10 місяців тому

    I currently have ARCC, OBDC, and PFLT. MAIN will be the 4th and final BDC most likely I add to my portfolio.

    • @wewhoareabouttodiesaluteyo9303
      @wewhoareabouttodiesaluteyo9303 10 місяців тому +1

      PFLT is risky. They just barely pay below their EPS.

    • @mellowman1978
      @mellowman1978 10 місяців тому

      ​@wewhoareabouttodiesaluteyo9303 I'm cool with that honestly. I only put in a little more than 10k into PFLT with a cost average of $10.78, and I'm getting $100 per month ($1200 per year).

    • @wewhoareabouttodiesaluteyo9303
      @wewhoareabouttodiesaluteyo9303 10 місяців тому

      @@mellowman1978 If you put that into yieldmax ETFs or defiance, you would be making like $1k/month easy off $10k. Leaving money on the table.

  • @tuatara80
    @tuatara80 10 місяців тому

    What an enlightening video. Thank you. I am highly invested in four of these since we have no platform in my country where we can invest in CSWC.

  • @krakhour2
    @krakhour2 10 місяців тому

    have all of these plus nmfc and pflt

  • @sshumkaer
    @sshumkaer 10 місяців тому

    HTGC ,ABR, and Main the 3 best Period

  • @peterfischer7084
    @peterfischer7084 10 місяців тому

    My favourites are HTGC and CSCW, not least because they're managed internally.

    • @suttsd
      @suttsd 10 місяців тому

      Isn't ARCC also internally managed?

    • @peterfischer7084
      @peterfischer7084 10 місяців тому

      @@suttsd No, it isn't.

  • @hugosalvador3207
    @hugosalvador3207 10 місяців тому

    Superb video👏👏👏

  • @williebrown1974
    @williebrown1974 10 місяців тому +1

    If rates drop significantly do BDC's suffer? Asking because when rates rise they pay more special dividends.

    • @mikaelsmith3605
      @mikaelsmith3605 10 місяців тому +1

      Lower rates means that more bussinesses take loans. So lower rates isn’t necessarily a bad thing as BDCs use this time to increase their portfolio as more people approach them. The only real danger to a BDC is a recession as several loan takers might run into bankruptcy or the demand for loans just isn’t there, hence getting the BDC in trouble. That’s why a well diversified portfolio like MAINs comes in handy. For comparison imagine a fictive BDC that only invested into the tourism sector before the pandemic. It would have been in serious trouble due to all the lockdowns.
      Two things that weren’t mentioned in this video is also:
      1) MAIN uses a lot of its own capital instead of borrowing money, which makes growth a little bit slower, but also safer as they don’t succumb to high interest rates themselves and they won’t end up with a lot of debt if a company they lend money to goes bankrupt
      2) MAIN is usually first in line to collect money if the company it lend money to goes bankrupt. Meaning if assets of the bankrupt company are sold, then MAIN gets paid first before anyone else. This also adds an extra layer of safety as it secures at least a portion of the money.

    • @mikaelsmith3605
      @mikaelsmith3605 10 місяців тому +1

      Edit: MAIN and Ares both survived the great recession of 2009 and the pandemic without major issues, which makes them good picks in my eyes. 😊
      Both have given me good returns over the years.

  • @neuroperformance8803
    @neuroperformance8803 10 місяців тому +1

    Love the unbias vids ❤❤❤❤❤❤

  • @bcd-2112
    @bcd-2112 10 місяців тому

    What is the best ETF's for BDCs? PBDC has a short history.

  • @Anthropic312
    @Anthropic312 9 місяців тому +1

    ARCC has the lowest 1st vs 2nd lien ratio. Most risk to not raise dividends

  • @macdavid9986
    @macdavid9986 10 місяців тому

    I got all except MAIN

  • @cmh8228850
    @cmh8228850 10 місяців тому

    Nice!

  • @daneski3370
    @daneski3370 10 місяців тому +1

    Pflt? 😊

  • @user-lx1dy3iw1z
    @user-lx1dy3iw1z 10 місяців тому +1

    Don't forget tslx. Wonderful bdc.

  • @EffectualPoet
    @EffectualPoet 7 місяців тому

    They only beat S&P 500 because the starting point is during Covid.

  • @davesites893
    @davesites893 10 місяців тому

    👍

  • @DarkLord666-f1w
    @DarkLord666-f1w 10 місяців тому +5

    Ares payed me $609 last month.

    • @user00165
      @user00165 10 місяців тому

      how many do you have?

    • @mikaelsmith3605
      @mikaelsmith3605 10 місяців тому +2

      That should be close to 1800 shares. 😊 well done compounding there!

    • @DarkLord666-f1w
      @DarkLord666-f1w 10 місяців тому

      @@user00165 1270

  • @connormcleod9595
    @connormcleod9595 10 місяців тому

    I have all of them😂

  • @johnderek2896
    @johnderek2896 10 місяців тому +8

    If you are not in the financial market space right now, you are making a huge mistake. I understand that it could be due to ignorance but if you want to make your money work for you...prevent inflation

    • @johnderek2896
      @johnderek2896 10 місяців тому

      Jane Roy

    • @johnderek2896
      @johnderek2896 10 місяців тому

      She's a genius who has helped many become millionaires

    • @RodneyGildert
      @RodneyGildert 10 місяців тому

      A friend of mine introduced me to Jane Roy in 2018
      Then my money grows like grass

    • @AlbertJonathan02
      @AlbertJonathan02 10 місяців тому

      Her cell 🤔jsyk im I’m really interested

    • @johnderek2896
      @johnderek2896 10 місяців тому

      She's very active on Whats~App that's where I met her.

  • @ShelleyMatthew-l8b
    @ShelleyMatthew-l8b Місяць тому

    Israel Mills

  • @user-lx1dy3iw1z
    @user-lx1dy3iw1z 10 місяців тому

    Why don't you include tslx? Tslx is such a wonderful bdc.

  • @jsmith-pf2bt
    @jsmith-pf2bt 4 місяці тому +1

    or just buy VanEck BDC Income ETF

  • @jorgelara6512
    @jorgelara6512 10 місяців тому +1

    Expense ratio bro.too high.all high

    • @miguelclaro7005
      @miguelclaro7005 3 місяці тому

      They're bdcs, obviously it will be high, but sustainable

  • @NoWorriesTJ
    @NoWorriesTJ 10 місяців тому +2

    Your order isnt accurate as far as yeild... Its
    Htgc. 11.40%
    Cswc 10.12%
    Arcc. 9.57%
    Obdc. 9.04%
    Main. 6.40%
    Thats to this minute 2:14 est. Always subject to change during hrs. I own them all with the exception of main for about a year and they're compounding beautifully