#286~ This Stock Goes Nowhere (But Beats the S&P 500)

Is Ares Capital (ARCC) still a buy as interest rates fall? In this video, I break down my recent purchase of ARCC at $18.99 and why I view this BDC (Business Development Company) as a long-term "income factory." While many investors fear that Fed rate cuts will hurt dividend stocks, I dive into the Q4 2025 earnings report to show you the "spillover income" safety net, the 108% dividend coverage, and why ARCC's floating-rate debt structure protects its margins. We compare ARCC's total return to the S&P 500, showing that reinvesting dividends (DRIP) is the key to outperforming the market with high-yield stocks. Whether you are a passive income seeker or a dividend growth investor, learn why ARCC’s 10% yield and 1.8% non-accrual rate make it one of the safest high-yield investments in 2026. [⁠Link to YouTube Video⁠]

ARCC Q425 Investor Presentation

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[00:00] - Why I'm Buying More ARCC at $19

[00:53] - What Is a BDC? (Income Factory Basics)

[01:49] - The Interest Rate Fear (And Why It's Overblown)

[02:30] - The $988M Safety Net: Spillover Income Explained

[03:23] - Bad Loans & Portfolio Quality Check

[05:26] - NAV Discount: Buying $1 for 97 Cents

[06:15] - ARCC Since IPO: The Income Factory Proof

[07:28] - NII: The One Number You Must Watch

[09:12] - Final Verdict: Why I'm Still Buying

Remember, having a single income stream is risky, and seeking multiple passive income streams would be wise.

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