Institutional-grade BDC research for individual investors
Deep-dive projections, real-time portfolio tracking, and weekly sector updates covering 25+ publicly traded Business Development Companies.
Business development companies (BDCs) were created by Congress in 1980 to give investors an opportunity to invest in private small and mid-sized U.S. companies typically overlooked by banks. Most BDCs are publicly traded with a highly transparent structure subject to SEC oversight, providing investors with higher than average dividend yields (between 7% and 14% annually) by avoiding taxation at the corporate level.
BDCs are required to distribute at least 90% of taxable income to shareholders to maintain their tax-advantaged status.
Three portfolios for every risk profile
Each portfolio is tracked in real-time via Google Sheets with price targets, dividend projections, and buy/sell recommendations.
Capital Preservation
Lower volatility, dependable dividends, and long-term capital appreciation. For investors who don’t want to babysit positions.
Cruising Altitude
Fully ramped dividends with sustainable coverage. Balanced exposure to income and NAV stability.
The Underdogs
Higher yields with depressed multiples. More risk, but significant downside already priced in at ~22% discount to NAV.
Built for serious BDC investors
Everything you need to make informed decisions about your BDC holdings, updated weekly.
Deep Dive Reports
16 to 30 page analyses covering projections, credit quality, leverage ratios, and dividend sustainability for each BDC.
Weekly Sector Updates
Monday morning briefings with significant events, upcoming earnings dates, and the best-priced opportunities.
Real-Time Tracking
Google Sheets with live pricing vs. price targets, RSI indicators, and portfolio allocation recommendations.
Dividend Projections
Three-quarter forward estimates for NII, dividend coverage levels, and risk-adjusted yield analysis.
Comparison Reports
Side-by-side expense ratios, leverage, portfolio mix, and Baby Bond analysis across the BDC universe.
Timely Alerts
Updated recommendations before markets open when material events or SEC filings could impact your positions.
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