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Caz Investments LP raised its stake in shares of Blue Owl Capital Corporation (NYSE: OBDC) by 45.3% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,633,305 shares of the company's stock after acquiring an additional 509,000 shares
Three household income names blended into a single portfolio promise a quiet monthly paycheck, but one just cut its distribution, another carries a tax trap most investors miss, and the principal you think you are protecting may already be moving.
Blue Owl Capital Corporation (OBDC) reported earnings 30 days ago. What's next for the stock?
Generating $288,000 a year from dividends sounds like a math problem with one answer, but the yield you chase determines whether your income grows, stalls, or quietly erodes while you sleep.
Certain high-yield investments quietly hand thousands of dollars to the IRS every single year, and most investors holding them in taxable accounts have never stopped to calculate exactly how much they are surrendering before reinvesting a single cent.
A $500,000 basket of business development companies and midstream MLPs currently throws off roughly $42,000 in ordinary income every year. At the 24% federal bracket, that hands the IRS about $10,080 annually before you touch a share.
Are the headwinds clearing for business development companies, or is there more to consider?
Every dollar of interest a BDC or mortgage REIT pushes through your taxable brokerage account gets taxed at your ordinary income rate.