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"Its going to be interesting to look at TSRs of my BDC and MREIT buys last few days and comp to $SPX in X year $ARCC $BXSL $MFIC $STWD"
X Link @ArrakisGlobal 2025-10-14T17:32Z 2394 followers, 2321 engagements
"Yes I have $JEPQ and compound the monthly dividends back into it. But my main high (monthly) dividend ETF is $AOD coz it's XX% in US but XX% rest of world which I wanted for the ever coming supposed tech wreck :) Used to hold $BDJ but it kept underperforming. My biggest US holdings outside uranium/nuke tech used to be a credit trade $ARCC $PFFA $PDI $PTY $STWD $OXLC . but it was hopeless so I sold it about six weeks to two months ago: probably too much of that went into $IONQ $RKLB $QS and $ASTS but has proven rather fortunate timing. (Also salted a lot of that to AOD for a laughable bit of"
X Link @MarkHubbard33 2025-10-12T20:23Z 9466 followers, XX engagements
"$STWD $XXXXX Starwood commercial mortgage delinquencies bearish pressure. 🎈 💦"
X Link @HiromiNadeshiko 2025-10-11T04:07Z XX followers, XX engagements
"One thing I got right was sell my hopeless US credit trade about a month ago: I note the BDC's have ben whacked since: my old stalwart $ARCC which I sold at XXX times NAV (I think) now trading below NAV. Similar $PFFA $PDI $PTY $STWD Finally learned the hard way you can only chase yield - if a kiwi - in your own currency on NZX (sadly as such thin pickings) and ASX. The USD swings can wipe a X% pa return and waste a year"
X Link @MarkHubbard33 2025-10-10T23:30Z 9464 followers, XXX engagements