Private credit is a booming ~$2T market where funds lend directly to companies. It offers high yields but carries major risks: it's illiquid, opaque, and defaults are rising, posing a potential threat to the financial system.

This article highlights the constituents in my personal portfolio of ETFs and how they have performed MTD, and YTD, compared to that of the Nasdaq (QQQ), plus a chart of the performance of the constituents, collectively, in chart form.