Finance
5 BDC Income Kings Crushed Inflation
Date: 2025-03-02 13:53:31
Is an 8% withdrawal rate sustainable? These 5 Business Development Companies (BDCs) have not only paid consistent high yields for a decade, but they also managed to grow in value faster than inflation. In this video, I backtest their performance, and compare them to the S&P 500. If you’re looking for high-yield investments that have stood the test of time, this deep dive into BDCs is for you.
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➡️ My Favorite Dividend Tracker, Snowball: (Create a Free Account, and the 10% Discount will appear under “Subscribe”):
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ARCC Update by ADS Analytics:
https://armchairincome.link/arcc.update
Interview with the PBDC Fund Manager: https://youtu.be/JWCbD4BQadM
BDC Reviews:
ARCC: https://youtu.be/hyzJX5cZfLw
MAIN: https://youtu.be/w8-bU2hrYAo
CSWC: https://youtu.be/S2hpDb3Otp4
HTGC: https://youtu.be/ZMQxBpUDHLY
FDUS: https://youtu.be/R_3vZtBGpF0
(Full FDUS review to come)
Portfolio Visualizer (I use the free version):
https://www.portfoliovisualizer.com/backtest-portfolio#analysisResults
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Timestamps:
00:00 Introduction
00:59 My investment goals
02:03 5 BDC Income King portfolio growth after 8% withdrawals
02:36 BDC Income Kings vs Dividend Kings
03:35 Reviewing the 8% withdrawals over the past 10 years
04:14 Reviewing the income generated by the 5 BDC’s
05:10 My largest holding of the 5 BDC’s is ARCC
06:18 What about inflation?
07:04 5 BDC’s versus the S&P 500: Performance Comparison
08:10 Why do BDC’s pay such high yields?
09:44 My Take on the 5 BDC Income Kings
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