Growth: As noted in a prior post, I added BE to the Growth Port today with a Scout Team level investment. Additionally, during After Hours I added to PLTR at 113 and some change. Probably a rash thing to do - but, there it is.
On the Income side of things I added two positions: ACRE and CSWC. Both started with half positions.
All The Best,
Big Dumb Hick Investing
You are much more active in the growth area than I am these days, so thanks for giving me stuff to think about 
I don’t own nor do I follow ACRE, although it appears to be a soldi company. My gurus are split on CSWC, one says hold the other says strong buy. I could actually add a bit as my basis is ~ 20% higher than current price. Average back in to a full position…Best
5
WARNING: Conservative, traditional income investors who are locked into teeny tiny yields should avoid reading this post. It contains statements that could be hazardous, contrary and could represent a hugely contrarian aspect to their investing strategy.
CSWC currently Yields about a 11.5% and evidently no one has told them that paying such a high yield cannot be sustained. Just a couple of weeks ago they had the irresponsible and unmitigated gall to not only declare their normal .58 a quarter payment to shareholders - the fools tacked on a 6 Cent Supplemental payment.
I really like BDC’s especially those that are doing so well they want to pay me more than I signed up for. This is true in general but especially true in this environment.
Note 1). If you are an Income investor who considers 3-4% yields as the ceiling for safe and reliable additions for your portfolio - you can still invest in a great company like CSWC…all you have to do is keep 3-4% of the 11.5% yield CSWC pays - and send the rest back to the company. Better yet, just send it to me or 5 and we will assume the additional risk which could allow you to sleep better.
All the Best,
Big Dumb Hick Investing.
You have a style that works well for you and you’re good at it. Keep doing it! Ignore the noise.
I have arrived at the general conclusion that investing is a lot like a Cirque Du Soleil performance: takes years of practice and learning through repetitive experience - and, is best performed using a safety net. Or something like that.
All the Best,
I think your main edge is your emotional throttle. You don’t panic and you don’t overreact. You’re able to manage the highs and lows. I remember back when you first started posting on TMF with Lieutenant K when you were alone in the forest. Finding your footing. You’ve made a remarkable journey since then. It’s been so interesting to watch your progress from then to now.
Those are kind thoughts and I appreciate them - and you by the way. But the truth of it is - everything I know about investing; such as that may be, I learned via the Fool. From both Fool subscriptions, strategy and commentary; and especially, from commentary and posts from a large number of individual Fools who generously shared their thoughts and insights, building a sort of collective library/intelligence center for those of us who follow. After that - I just sort of wing it.
I think there are a great many Fools who made such a journey thanks to Fools just like you - with many still somewhere on the investing path. It was a sad day when The Fool - for whatever reason, terminated a large part of the Fool experience by eliminating message boards that had stood for many many years - wisdom lost.
All the Best,
Big dumb Hick Investing
Have you checked out Shrewd’m? Shrewd'm: A Merry and Shrewd Investing Research and Education Community
Manlobbi set it up after the Fool boards changed. It has the look and feel of the old Fool boards and a bunch of former TMF posters now hang out there. Another place to look for ideas with the comfortable feel of the old boards and well-moderated so no crazies.
Thanks…I’ll check that out.