Blackstone Strategic Credit 2027 Term offers a widened discount exceeding 5.5%, now above our "Buy" threshold, prompting an upgrade. BGB's term structure and anticipated 2027 liquidation create a tactical opportunity, with a recent investment from a large institutional CEF investment group. The fund's floating-rate, senior secured loan portfolio provides diversification but carries leveraged below-investment-grade credit risk.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 780 | $8,830 | $8,720.4 | -$109.6 | -1.24% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 3.64M | $42.22M | $40.66M | -$1.56M | -3.69% |
| NA Nizar Araji National Bank Of Canada /FI/ | 2,300 | $27,094 | $25,898 | -$1,196 | -4.41% |
| YA Yinka Akinsola Blue Trust Inc. | 1,950 | $22,971 | $21,810.75 | -$1,160.25 | -5.05% |
Jeff Ameen Spire Wealth Management | 2,500 | $30,575 | $27,962.5 | -$2,612.5 | -8.54% |