Rose's Income Garden - 10 High Yield Business Development Companies

2025-12-17 07:53:04 ET

Rose’s Income Garden / RIG was created November 2021 to mimic my own personal 87 investment portfolio. $1 million value level was used to start. It should be noted in its name it is an “Income” portfolio with emphasis on dividend paying stocks. It sits now, 4 years later at $1.49 million with a 48.9% total return 57% of that being dividend gains. The original 87 investments has “shrunk” to 78 but putting those changes aside, what holds true is that it has a 6.3% forward yield and is up 12.9% YTD. Since inception it has been measured against SPY and was quite a bit higher to start but is now slightly lower in value by 2.2%. It is a wonderful income provider through owning financial sector investments and fewer growth or technology stocks which is a major reason its value is not for growth. The financial sector is complicated holding preferred shares, mREITs and BDCs. I personally consider preferred shares to almost be like a cash parking lot as if they are bought under par value they can be redeemed easily and quickly for profit, not so easily for the others. My article in November was about the RIG 8 preferred shares of which 6 are individual and 2 funds. This article will be about the BDCs of which there are 10....

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