Thursday, March 27, 2014

Total Return BDC Portfolios

This portfolio attempts to find the best of breed BDCs for 2014 and is for investors that want dependable regular dividends and the potential for special dividends as well as long-term capital appreciation from increased stock values. The returns from this portfolio will most likely be higher and have more favorable tax treatments while requiring less turnover. I have decided to break this portfolio into two for investors that want less risk and others that want higher returns.

Click here to see previous Total Return articles.

Currently the lower risk portfolio includes:


Currently the higher return portfolio includes:

 

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