74126182 OP : For those following my previous post: I took profit on BBDC yesterday after realizing a 10% gain over the last year. The current charts did not look favorable for a continued price appreciation, so I pulled the trigger and liquidated. I do not have an obsession for massive profit or appreciation, so when I can achieve at least 10% on a value stock with dividends invested for at least 18 months I will realize the gain if the price does not appreciate inside the overall movement of the broader indexes.
I will monitor and when the BUY signals appear right with the value price I want, I will inform you again. For right now, I will probably be out until the end of October or later.

74126182 : The majority of my portfolio are in Vanguard ETFs:
VOO
VOX
VIG
VIGI
VBR
VDE
VCR
The ratio of bonds in each portfolio and the weighting create less volatility and stable pricing.

74126182 : September is traditionally a bad month for the overall markets due to the expiration of options and the payment of dividends with the resulting decline in stock price.  With the recent interest rate deduction being announced, historically the markets initially fall and recover anywhere from 3-9 months after and then a Bull Run begins.  With the recent 'rotation' toward small caps and the resulting decline in bond yields, it will be, in my estimation, a bumpy month.
The November election and December payouts of third quarter dividends may show some promise, but I am not looking for a bullish start to 2025 due to the economic policies that are being proposed.  I continue to hedge with Limit Orders, seeking out value with decent dividends, and longer term bonds. It will not be spectacular, but it will take advantage of the inevitable dips on my portfolio positions and capture what yields may be left on long term instruments.