Retire Someday
Доходность
Риск-скорректированная доходность
Дивиденды
Просадки
Волатильность
Retire Someday
Последнее обновление 30 окт. 2024 г.
Aggressively Income-Focused Portfolio
Распределение активов
| Позиция | Категория/Сектор | Вес |
|---|---|---|
ARCC Ares Capital Corporation | Financial Services | 7.90% |
CGBD TCG BDC, Inc. | Financial Services | 3.60% |
CSWC Capital Southwest Corporation | Financial Services | 4.20% |
FDUS Fidus Investment Corporation | Financial Services | 6.40% |
GBDC Golub Capital BDC, Inc. | Financial Services | 4.70% |
GLAD Gladstone Capital Corporation | Financial Services | 1.60% |
GSBD Goldman Sachs BDC, Inc. | Financial Services | 2.50% |
HIMX Himax Technologies, Inc. | Technology | 3.50% |
HTGC Hercules Capital, Inc. | Financial Services | 5.90% |
MLPX Global X MLP & Energy Infrastructure ETF | MLPs | 1.40% |
OCSL Oaktree Specialty Lending Corporation | Financial Services | 8.50% |
ORCC | 3.80% | |
RWAY Runway Growth Finance Corp. | Financial Services | 6.70% |
RWJ Invesco S&P SmallCap 600 Revenue ETF | Small Cap Value Equities | 2% |
STAG STAG Industrial, Inc. | Real Estate | 3.60% |
SWVXX Schwab Value Advantage Money Fund | 24.20% | |
TSLX Sixth Street Specialty Lending, Inc. | Financial Services | 9.50% |
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