Great video. Do you have the same thoughts for other Pimco funds as you do PDI? Currently I have been in PTY for a while. I will reevaluate if this position is a good fit if this fund is also over leveraged. Thanks.
I know you didn't ask me, but I'd recommend avoiding PIMCO funds. If you ever take a look at what they actually hold, it's a complete black box. A lot of securitized debt instruments that make it impossible to know what is actually being secured. But one thing you can count on is that all of it is high risk debt. The only thing I've been able to distinguish between funds, is which sector of junk debt the funds favors.
I tend to evaluate funds on a case-by-case basis by taking into account current valuations. @juliancate7089 makes a good point. That being said, I would say that PIMCO has a pretty decent track record as a manager.
Great content, as always! A bit off-topic, but I wanted to ask: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?
I know you have said recently in your videos that you're not a fan of BDC's at this time. But seeing that you like FSK right now, any thoughts on Hercules capital on their small dip?
Fantastic video. I love the comparison of the two similar yielders and your thought process. The least I can do is subscribe and click the like. Since I gave you a few ideas for videos in previous comments (such as joint with Jussi), let me give another one: As Jussi makes "3 must own REITs" or "if I could only own 3 REITs , I would own these" ... where he narrows down a select few investments and explains his reasons, could you do something like that, perhaps on BDCs, perhaps on REITs, perhaps on dividend growers, or may be a combo of all of these? I'm suggesting that not to look for "advice" and to "buy what you say", but to open my mind and have a more narrowed down list to explore. I hope you can do that. Thanks much for all your work on this channel.
Thank you for the kind words and feedback. Note that I actually made a video like this recently. You can see it here: ua-cam.com/video/p0Mkf6wGM8w/v-deo.html I plan to continue making more like this as well.
I appreciate your calm and logical presentations. Much respect and thanks for the stock ideas. Please continue to do what you do. I'm not a big fan of stocks that provide "wants", but rather "needs". I'd much prefer a company that provides energy than some brand of sneakers. You can't trade down electricity. I love your channel. It fires on all cylinders when it comes to content, time, and presentation.
Really appreciated your video, PDI scares the crap out of me with all differences in how people view the economy. It’s going to get weird with govt so involved in the economy now.
SS you are the best!
I appreciate the support!
Great video. Do you have the same thoughts for other Pimco funds as you do PDI? Currently I have been in PTY for a while. I will reevaluate if this position is a good fit if this fund is also over leveraged. Thanks.
I know you didn't ask me, but I'd recommend avoiding PIMCO funds. If you ever take a look at what they actually hold, it's a complete black box. A lot of securitized debt instruments that make it impossible to know what is actually being secured. But one thing you can count on is that all of it is high risk debt. The only thing I've been able to distinguish between funds, is which sector of junk debt the funds favors.
@@juliancate7089 Thanks for the input.
@@juliancate7089 Thanks for sharing!
I tend to evaluate funds on a case-by-case basis by taking into account current valuations. @juliancate7089 makes a good point. That being said, I would say that PIMCO has a pretty decent track record as a manager.
Great content, as always! A bit off-topic, but I wanted to ask: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?
Thank you! I am not familiar with Binance.
I know you have said recently in your videos that you're not a fan of BDC's at this time. But seeing that you like FSK right now, any thoughts on Hercules capital on their small dip?
I am neutral on HTGC
Thank you for this material. Subscribed & liked :) Keep up the good work!
Thanks so much!
Fantastic video. I love the comparison of the two similar yielders and your thought process. The least I can do is subscribe and click the like. Since I gave you a few ideas for videos in previous comments (such as joint with Jussi), let me give another one: As Jussi makes "3 must own REITs" or "if I could only own 3 REITs , I would own these" ... where he narrows down a select few investments and explains his reasons, could you do something like that, perhaps on BDCs, perhaps on REITs, perhaps on dividend growers, or may be a combo of all of these? I'm suggesting that not to look for "advice" and to "buy what you say", but to open my mind and have a more narrowed down list to explore. I hope you can do that. Thanks much for all your work on this channel.
Thank you for the kind words and feedback. Note that I actually made a video like this recently. You can see it here: ua-cam.com/video/p0Mkf6wGM8w/v-deo.html
I plan to continue making more like this as well.
@@SamuelDividends Thanks so much!
I appreciate your calm and logical presentations. Much respect and thanks for the stock ideas. Please continue to do what you do. I'm not a big fan of stocks that provide "wants", but rather "needs". I'd much prefer a company that provides energy than some brand of sneakers. You can't trade down electricity. I love your channel. It fires on all cylinders when it comes to content, time, and presentation.
Your kind words mean a lot!
Really appreciated your video, PDI scares the crap out of me with all differences in how people view the economy. It’s going to get weird with govt so involved in the economy now.
Glad you liked it!