BKCC (BlackRock Capital Investment Corp)

Investment Companies, Investment Companies, Financial


Portfolios on Covestor holding BKCC

Aims to provide stable value while generating a high yield (target of 8%).

Strategy
Yield
Sharpe ratio
-0.70 365 days
Performance
-9.6% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 minimum

CEFA’s “Yield Animal” portfolio is a long-only focused and tactical portfolio of 6-12 liquid and publicly-traded business development companies (BDCs). There are over 50 BDCs from which to choose from for the portfolio. We believe BDCs are an attractive way to gain liquid exposure to private and small US companies. The sector typically has on average 74% 1st Lien and 2nd Lien Sr. Secured Loans and 72% Variable Loans (BDCUniverse.net 10/9/15). This makes them attractive to us for both a rising rate environments and historically for obtaining better protections than from an unsecured high yield portfolio.  BDCs are closed-ended management companies created by congress in 1980 that are regulated by FINRA and The SEC. They report detailed data on all positions quarterly for investors. Daily BDC data available on our website: www.BDCuniverse.net.

Strategy
Yield
Sharpe ratio
-0.10 365 days
Performance
-1.5% 365 days
Risk score
Fees
  • 0.5% fee
  • $10,000 minimum


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Portfolios on Covestor in the same sector

Our Growth Plus Income portfolio seeks to target an annual yield of 5%. We use both dividend-paying stocks and bond Exchange-Traded Funds (ETFs) in this growth- and income-oriented portfolio.

Strategy
Yield
Sharpe ratio
-0.90 365 days
Performance
-20.9% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 minimum

The Gator Small Cap Portfolio invests in 30 companies with market capitalizations of less than $3 billion (small cap).

Strategy
Stock selection
Sharpe ratio
-1.23 365 days
Performance
-25.9% 365 days
Risk score
Fees
  • 1.5% fee
  • $30,000 minimum

Vista Investment Management employs a Core Equity strategy. The primary objective is growth of capital with a moderate level of risk. The model portfolio is highly diversified and has exposure to virtually all major equity sectors.

Strategy
Stock selection
Sharpe ratio
-0.36 365 days
Performance
-6.3% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 minimum

The Sizemore Capital Dividend Growth Portfolio invests in dividend-paying stocks, REITS, MLPS, and other income-producing securities with the primary objective of generating a high and growing income stream that will outpace inflation over time, and a secondary objective of long-term capital gains.

Strategy
Yield
Sharpe ratio
-0.01 365 days
Performance
-0.0% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 minimum




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Important Information

1. Past performance is no guarantee of future results.

2. Periodic and since and the corresponding spark chart is calculated to the most recent month end date.

3. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations.

4. All graph data is as of the end of day for the referenced period, unless otherwise specified.