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 (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 780 | $8,830 | $8,825.7 | -$4.3 | -0.05% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 2.75M | $32.25M | $31.15M | -$1.1M | -3.4% |
| YA Yinka Akinsola Blue Trust Inc. | 1,950 | $22,971 | $22,093.5 | -$877.5 | -3.82% |
Jeff Ameen Spire Wealth Management | 2,500 | $30,575 | $28,287.5 | -$2,287.5 | -7.48% |
Daniel Guy Ethos Financial Group LLC | 15,718 | $191,177.52 | $178,242.12 | -$12,935.4 | -6.77% |