BDC Portfolios

This section describes each of the suggested BDC portfolios and will (eventually) keep investors up to date regarding any changes in allocation recommendations and specific events for each portfolio component.

BDC Pages

Free BDC Research

This section covers some of my comparative analyses for the BDC industry including risk profiles, total returns, rankings, pricing, leverage, fees, growth capital, potential equity offerings, dividend coverage, portfolio quality trends, etc.

[This site is still under construction but please sign up for the newsletter to get updates]

Premium Reports

These reports provide overall rankings, updated individual projections for 20 BDCs, dividend sustainability analyses with best and worse scenarios, portfolio recommendations, pricing, total return and earnings estimates, interest rate sensitivity analysis and expected timing for future equity offerings. 

To see a full description of these reports please visit "Premium Reports".


Business development companies (BDCs) mostly invest in small and medium sized companies that are typically overlooked by banks, providing investors with higher than average dividends by avoiding taxation at the corporate level.  This allows them to pass along ordinary income and capital gains directly to the shareholder.  The purpose of this site is to provide investors with up to date research on each BDC as well as comparative analyses so that investors can choose a BDC that fits their investment needs.