ARCC
Ares Capital Corporation
stock NASDAQ

Yeah I definitely got in on that juicy $192 NVDA. Was like VOO , I love you but you gotta go hang out with SCHD, CUBE, and ARCC for a minute

ARR, PFE, AGNC, IREN, ARCC, PATH.

Way too heavy into CC ETFs (10K JEPQ, 5K SPYI, 3K QQQI) and about 5K into some BDCs (ARCC, HGTC, OBDC) then some other smaller positions
28(M) and I think I’ll need the immediate income in the near future but my portfolio was too over leveraged imo

Some say this is not a growth stock. If you feel your “3%” annual divvy stock is a “growth”stock,buy ARCC and take your 3% and put the remaining 7% divvy into DRIP and watch your quantities of shares grow like hell.

Response from Chat GPT regarding the comments here "
based on the comments, several people are applying generic “high-dividend stock” logic to a vehicle they don’t understand.
The biggest problems:
* “A 10% distribution means it must be extremely risky.” Not necessarily. BDCs distribute most of their taxable income and use leverage, so high distributions are part of the structure. A 10% distribution from a BDC cannot be evaluated like a 10% dividend from a common stock.
* “It’s just returning your own money.” That could happen, but distribution yield alone proves nothing. You need to examine net investment income, realized gains, tax characterization and changes in NAV.
* “Issuing new shares dilutes existing investors.” ACIF continuously issues shares at NAV. Raising new equity at NAV is not automatically economically dilutive; it can expand the investment base and spread fixed expenses. It becomes problematic if capital sits idle, underwriting weakens or the manager raises primarily to support distributions.
* “The share price never moves, so the return is fake.” It is a non-traded, monthly-NAV fund. It isn’t supposed to display daily price volatility like ARCC. Its smoothness partly reflects appraisal-based valuation and limited liquidity—not necessarily an absence of underlying risk.
* Comparing it directly with SCHD, VOO or a traded utility ETF misses what the fund owns and how it is structured.
There is one major wrinkle, though: calling ACIF merely a “BDC/private-credit fund” is also incomplete. It legally uses the BDC structure, but its current economic exposure is predominantly infrastructure equity. As of June 30, approximately:
* 64.3% common equity
* 19.2% other/preferred equity
* 16.5% loans
* 41.6% oil, gas and consumable fuels
* 39.8% independent power and renewable electricity
So approximately 83.5% of the portfolio is equity-like, and over 80% is concentrated in two energy-related categories. That is very different from a traditional senior-secured direct-lending BDC such as Ares Strategic Income Fund.
At the June NAV of $24.8841, the $0.20830 monthly Class I distribution annualizes to roughly 10.05%. But the correct question isn’t “How can infrastructure possibly yield 10%?” It is:
>
The Reddit skeptics are directionally right about illiquidity, valuation smoothing, leverage and the need to verify distribution coverage. But most of the comments appear to reach those concerns through the wrong analysis. The legitimate concern with ACIF is not simply “10% yield = Ponzi.” It is that this is a new, leveraged, semiliquid, appraisal-valued infrastructure-equity vehicle with a concentrated portfolio and limited operating history.
That is a real risk discussion. Most of that thread isn’t. [Ares’ latest SEC filing](https://www.sec.gov/Archives/edgar/data/2031750/000203175026000058/aci-20260721.htm?utm_source=chatgpt.com) is much more revealing than the dividend-sub heuristics."

# Today is Wednesday, the 29th of July
## Upcoming events for Wednesday, July 29th
- Stock splits:
- GSHRF @ **1:6**
- Expected earnings:
ACR, ADAM, ADP, ADPT, AEM, AER, AGI, AHT, ALGN, ALKT, ALRS, AM, AMRN, AMSC, ANIK, AON, APH, AR, ARCB, ARCC, ARIS, ARIS, ARM, ARXS, ASC, ASIC, ASTL, AUR, AVTR, AWK, AWRE, AXGN, BANC, BAND, BBNX, BBT, BBVA, BELFA, BELFB, BG, BHC, BHE, BIIB, BLCO, BLKB, BNL, BOOM, BOOT, BRBS, BSX, BTU, CBRE, CBZ, CCEC, CFFN, CHDN, CHEF, CHRW, CLB, CLBK, CLH, CLMB, CLVT, CMG, CMPR, CMTG, CNMD, CNXN, CORT, COUR, CP, CPSH, CRK, CSL, CSTM, CTSH, CVE, CVI, CVLG, CVNA, CWH, CZFS, DB, DBD, DLHC, DMC, EDU, EFOR, EG, EIG, EPR, EQIX, ESRT, ESS, ETD, ETR, EVR, EXP, FBRT, FCPT, FICO, FINW, FLEX, FLS, FMC, FORM, FPI, FTAI, FTNT, FTRE, FTV, FUSB, FVRR, FXNC, GBFH, GD, GEHC, GFL, GHC, GIB, GKOS, GNRC, GRBK, GRMN, GTE, GTX, HAYW, HBB, HBM, HLI, HLX, HOOD, HSBC, HUM, HVT, HVT.A, HWBK, HWKN, HXL, HYMC, IART, ICLR, IEX, ILPT, INVH, IONS, JCI, JOE, KEX, KGC, LAD, LARK, LENZ, LFUS, LHX, LII, LMND, LRCX, LUNG, LXP, LXU, LZM, MAA, MAS, MAX, MC, MCHB, MDXG, META, MFIN, MGM, MGPI, MGRC, MHO, MKL, MNRO, MOD, MORN, MSFT, MTG, MTH, MX, MYRG, NCSM, NEU, NFG, NGVT, NHTC, NMRK, NPKI, NSP, NWE, NWPX, OBT, ODFL, OFLX, OGE, OHI, OMF, OPCH, ORLY, OSW, PAG, PB, PBHC, PBI, PCOR, PEB, PFS, PFSI, PG, PI, PLPC, PLXS, PMT, PPC, PRCH, PRG, PSA, PSHG, PSN, PTC, PTEN, PUMP, QCOM, QTWO, QURE, RDWR, REG, REYN, RGR, RM, RRBI, RSI, RYZ, SBUX, SCI, SCL, SFM, SHEN, SILC, SIM, SIMO, SITE, SLGN, SMG, SMHI, SOFI, SONO, SPNT, SPOK, ST, STRA, SVCC, SW, SWK, SYBT, TDOC, TENB, TEVA, TFSL, TIPT, TK, TNK, TREE, TTEK, TYL, UAN, UFPI, UIS, ULCC, UMC, USLM, VET, VFC, VICI, VKTX, VMC, VRSK, VRT, VTR, WAY, WEC, WFG, WHD, WING, WNC, WSO, WSO.B, WWD
- Ex-div:
AIPI, CEPI, ENTG, FEPI, KQQQ, MCBS, MST, PSEC, QDTY, QLDY, QQQH, RDTY, SATA, SDTY, TSYX, YBMN
- Economic events and announcements:
- 7-Year Note Auction (actual: 4.473%, previous: 4.260%)
- ADP Employment Change Weekly (actual: 15.00K, previous: 16.25K)
- API Weekly Crude Oil Stock (actual: 3.296M, consensus: -2.500M, previous: 2.603M)
- Atlanta Fed GDPNow (actual: 1.5%, consensus: 1.6%, previous: 1.6%)
- CB Consumer Confidence (actual: 90.8, consensus: 92.4, previous: 92.2)
- Dallas Fed Services Revenues (actual: 9.5, previous: 9.8)
- Goods Trade Balance (actual: -101.50B, consensus: -100.30B, previous: -105.89B)
- House Price Index (actual: 0.3%, consensus: 0.1%, previous: -0.1%)
- House Price Index (actual: 2.2%, previous: 2.0%)
- House Price Index (actual: 442.4, previous: 441.3)
- M2 Money Supply (actual: 23.15T, previous: 23.05T)
- OPEC Meeting
- Redbook (actual: 8.3%, previous: 7.8%)
- Retail Inventories Ex Auto (actual: -0.2%, previous: 0.2%)
- Richmond Manufacturing Index (actual: 5, consensus: 7, previous: 4)
- Richmond Manufacturing Shipments (actual: 8, previous: 4)
- Richmond Services Index (actual: -3, previous: 0)
- S&P/CS HPI Composite - 20 n.s.a. (actual: 0.9%, previous: 1.0%)
- S&P/CS HPI Composite - 20 n.s.a. (actual: 1.6%, consensus: 1.3%, previous: 1.2%)
- S&P/CS HPI Composite - 20 s.a. (actual: 0.2%, previous: 0.0%)
- Texas Services Sector Outlook (actual: 6.6, previous: 2.9)
- Wholesale Inventories (actual: 0.3%, consensus: 0.4%, previous: 0.1%)
## Upcoming events for Thursday, July 30th
- Stock splits:
- YAAS @ **1:5**
- Expected earnings:
AAMI, AAPL, ABEV, ACCO, ADC, ADT, AEE, AEP, AES, AG, AGCO, AGIO, AGM, AJG, ALGM, ALHC, ALNY, AMCX, AMG, AMH, AMRX, AMZN, AOS, APD, APG, AQMS, ASUR, ASX, ATHM, ATR, AUPH, AVD, AVY, AX, AXTI, BAFN, BAX, BBAI, BC, BCH, BDC, BFAM, BFLY, BGC, BIP, BIPC, BJRI, BLDR, BMY, BSBK, BTE, BUD, BVN, BWIN, BXMT, BYFC, CACC, CBIO, CCB, CCC, CDNA, CDRO, CERS, CFR, CHKP, CI, CIGI, CLAR, CLST, CMCO, CMPS, CNK, CNO, CNX, COCH, COHN, COHU, COIN, COLM, CPT, CRH, CROX, CRS, CSTL, CSW, CTVA, CUBE, CUZ, CVCO, CVEO, CWT, DAIO, DAR, DFH, DFIN, DFTX, DGICA, DGICB, DLB, DOUG, DRH, DRS, DSX, DTM, DXC, DXCM, EEFT, EGO, EIX, EME, EMN, EPD, ERIE, ES, ESCA, EXC, EXPO, FATN, FBIZ, FBLG, FCN, FET, FHI, FLGT, FND, FNWB, FORR, FRBT, FSLR, FSS, FTI, GATX, GDDY, GDYN, GH, GIGM, GIL, GLPI, GOOS, GPI, GSIT, GVA, H, HCM, HGV, HII, HIPO, HLN, HNI, HR, HSY, HTGC, HTLD, HUBG, HUN, ICE, IDA, IDCC, ILMN, IMA, INBK, ING, INGM, IP, IR, ISOU, IVR, JLL, KBR, KKR, KRG, KWR, LAUR, LECO, LH, LKQ, LNC, LNT, LOPE, LPLA, LSPD, LTH, LYG, LYV, MA, MAIR, MCS, MDGL, METC, METCB, MFG, MHK, MLCO, MLM, MMSI, MO, MPT, MPWR, MRBK, MSA, MSC, MSEX, MSTR, MT, MTD, MTX, MTZ, MYE, MYGN, NBIX, NCLH, NEOG, NEXT, NMIH, NVNO, NXT, OBE, OCFC, OFS, OIS, OLED, OLN, OMCL, ONEW, OWL, PACK, PATK, PBA, PBF, PFIS, PGY, PHAR, PHAT, PHIN, PIPR, PKX, PTCT, PWR, RACE, RAL, RBLX, RDDT, REGN, RES, RIOT, RIVN, RJET, RMNI, RYAN, SAFE, SAH, SAIA, SAMG, SCKT, SHEL, SHIP, SHOO, SIRI, SLSN, SNDR, SNY, SO, SOLS, SPHR, SPSC, SPXC, SRBK, STGW, STLA, STNG, SXC, SXI, SYK, TAK, TAL, TBBK, TEM, TEX, TLK, TNET, TRN, TRP, TRS, TT, TW, TWI, UNIT, UPBD, UPLD, USEA, UTZ, VALE, VCEL, VCYT, VIRT, VLO, VNDA, VRTS, WBX, WCC, WTW, WU, WVE, WY, XEL, XHR, XPO, XRX, YUM, YUMC
- Ex-div:
FRMEP, SATA
- Economic events and announcements:
- Crude Oil Imports (previous: 0.485M)
- Crude Oil Inventories (consensus: 0.700M, previous: 2.010M)
- Cushing Crude Oil Inventories (previous: -0.674M)
- Distillate Fuel Production (previous: 0.090M)
- EIA Refinery Crude Runs (previous: -0.058M)
- EIA Weekly Distillates Stocks (consensus: 0.500M, previous: 1.395M)
- EIA Weekly Refinery Utilization Rates (previous: -0.1%)
- FOMC Press Conference
- FOMC Statement
- Fed Interest Rate Decision (consensus: 3.75%, previous: 3.75%)
- Gasoline Inventories (consensus: -1.710M, previous: 0.765M)
- Gasoline Production (previous: 0.060M)
- Heating Oil Stockpiles (previous: 0.231M)
- MBA 30-Year Mortgage Rate (previous: 6.69%)
- MBA Mortgage Applications (previous: 1.9%)
- MBA Purchase Index (previous: 165.8)
- Mortgage Market Index (previous: 264.0)
- Mortgage Refinance Index (previous: 802.3)
## Upcoming events for Friday, July 31st
- Stock splits:
- CLDI @ **1:16**
- OFAL @ **1:10**
- Expected earnings:
ABBV, ABR, AFBI, AN, ARES, AUC, BBUC, BCPC, BEN, BEP, BEPC, BLDP, BSAC, BTSG, BXBL, CBOE, CCJ, CHD, CL, CRI, CVX, D, DIT, E, ENB, ETN, FRT, FTS, GTES, IMO, IRMD, ITUB, KYIV, LEA, LIN, LYB, MGA, MOG.A, MOG.B, MRNA, NB, NVT, NWG, NWL, PAMT, PAYP, POR, PRLB, PRM, PWP, RBC, SMFG, TAC, TROW, UBS, VEON, WT, XOM
- Ex-div:
AGNC, CASY, DGICA, DGICB, GOOGM, GOOGN, LCUT, LNT, OSBC, PAA, PAGP, PKOH, RBB, SATA, STRC, TXN
- Economic events and announcements:
- 4-Week Bill Auction (previous: 3.730%)
- 8-Week Bill Auction (previous: 3.795%)
- Atlanta Fed GDPNow
- Continuing Jobless Claims (previous: 1,796K)
- Core PCE Price Index (consensus: 0.1%, previous: 0.3%)
- Core PCE Price Index (previous: 3.4%)
- Core PCE Prices (previous: 4.40%)
- Dallas Fed PCE (previous: 2.80%)
- Fed's Balance Sheet (previous: 6,747B)
- GDP (consensus: 2.3%, previous: 2.1%)
- GDP Price Index (consensus: 3.7%, previous: 3.6%)
- GDP Sales (previous: 1.9%)
- Initial Jobless Claims (consensus: 206K, previous: 187K)
- Jobless Claims 4-Week Avg. (previous: 207.50K)
- Natural Gas Storage (previous: 32B)
- PCE Price index (previous: 4.1%)
- PCE Prices (previous: 4.6%)
- PCE price index (previous: 0.4%)
- Personal Income (consensus: 0.3%, previous: 0.7%)
- Personal Spending (consensus: 0.4%, previous: 0.7%)
- Real Consumer Spending (previous: 0.5%)
- Real Personal Consumption (previous: 0.3%)
- Reserve Balances with Federal Reserve Banks (previous: 3.064T)
## Upcoming events for Saturday, August 1st
- Economic events and announcements:
- CFTC Aluminium speculative net positions (previous: -0.6K)
- CFTC Copper speculative net positions (previous: 74.0K)
- CFTC Corn speculative net positions (previous: 186.7K)
- CFTC Crude Oil speculative net positions (previous: 81.7K)
- CFTC Gold speculative net positions (previous: 183.9K)
- CFTC Nasdaq 100 speculative net positions (previous: 4.5K)
- CFTC Natural Gas speculative net positions (previous: -171.1K)
- CFTC S&P 500 speculative net positions (previous: -16.8K)
- CFTC Silver speculative net positions (previous: 23.5K)
- CFTC Soybeans speculative net positions (previous: 175.6K)
- CFTC Wheat speculative net positions (previous: -7.0K)
- Chicago PMI (previous: 56.7)
- Employment Benefits (previous: 1.20%)
- Employment Cost Index (consensus: 0.8%, previous: 0.9%)
- Employment Wages (previous: 0.80%)
- Michigan 1-Year Inflation Expectations (consensus: 4.2%, previous: 4.2%)
- Michigan 5-Year Inflation Expectations (consensus: 3.3%, previous: 3.3%)
- Michigan Consumer Expectations (consensus: 54.0, previous: 54.0)
- Michigan Consumer Sentiment (consensus: 54.4, previous: 54.4)
- Michigan Current Conditions (consensus: 54.9, previous: 54.9)
- U.S. Baker Hughes Oil Rig Count
- U.S. Baker Hughes Total Rig Count
^^^^2026-07-29

Commodity industry is very volatile and it’s only been on the market since 2023 I would be hesitant. To me anything that hasn’t been through a real crash I wouldn’t go into. The only ones on my list currently that have those 8+% yields are covered call ETFs like SPXX and QQQX. In terms of individual stocks in financial services MAIN is solid with ARCC and real estate STWD has been a long time solid payer. All those I gave went through 2008 and COVID never cut their dividends. But rn most high yields with newer funds are suspect but it’s your money you do as you will and I wish you the best.