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Investors / filer profile

Track record

What happened ~6 months after each disclosed buy

-4.4%avg per buy, ~6 months on+9.0%S&P 500 avg, same spans
ASA · 2025-12-23 · -4.7% (S&P +9.1%)GF · 2025-12-23 · +3.2% (S&P +9.1%)ASA · 2025-12-24 · -3.5% (S&P +8.7%)ASA · 2025-12-26 · -6.4% (S&P +8.7%)GF · 2025-12-26 · +3.7% (S&P +8.7%)ASA · 2025-12-29 · -5.7% (S&P +9.1%)GF · 2025-12-29 · +2.1% (S&P +9.1%)ASA · 2025-12-30 · -10.6% (S&P +9.3%)GF · 2025-12-30 · +1.5% (S&P +9.3%)ASA · 2025-12-31 · -11.3% (S&P +10.1%)GF · 2025-12-31 · +2.0% (S&P +10.1%)ASA · 2026-01-02 · -8.4% (S&P +9.9%)GF · 2026-01-02 · +0.2% (S&P +9.9%)ASA · 2026-01-05 · -13.3% (S&P +9.1%)GF · 2026-01-05 · -2.5% (S&P +9.1%)ASA · 2026-01-06 · -15.6% (S&P +8.5%)ASA · 2026-01-07 · -14.8% (S&P +8.8%)GF · 2026-01-07 · -4.5% (S&P +8.8%)ASA · 2026-01-08 · -10.6% (S&P +8.9%)GF · 2026-01-08 · -3.6% (S&P +8.9%)ASA · 2026-01-09 · -11.7% (S&P +8.1%)MXF · 2026-01-09 · +7.4% (S&P +8.1%)MXF · 2026-01-12 · +5.8% (S&P +8.0%)GF · 2026-01-12 · -3.0% (S&P +8.0%)GF · 2026-01-30 · -4.8% (S&P +8.5%)
2025-12-232026-01-30
Each dot: one completed buy’s ~6-month outcome, equal weight per buy · dashed: S&P 500 over the same spans · hover a dot for detail
8 of 25
buys higher ~6mo later
-4.5%
median outcome
+8.9%
S&P 500 median, same spans

95 buys still inside the ~6-month window — not scored yet.

Disclosed positions

Estimated from their latest filings — positions may have changed since

$1.35B
combined est. value
ASA
ASA Gold & Precious Metals Ltd
$322.34M
5,903,701 sh
ECAT
BlackRock ESG Capital Allocation Term Trust
$265.66M
17,466,103 sh
NFJ
Virtus Dividend, Interest & Premium Strategy Fund
$150.11M
9,869,469 sh
PDX
PIMCO Dynamic Income Strategy Fund
$134.42M
6,428,579 sh
HFRO-PA
HIGHLAND OPPORTUNITIES & INCOME FUND
$99.20M
5,976,204 sh
MEGI
NYLI CBRE Global Infrastructure Megatrends Term Fund
$78.37M
5,202,343 sh
HQL
abrdn Life Sciences Investors
$57.21M
2,837,633 sh
MXF
MEXICO FUND INC
$48.91M
2,260,134 sh
GF
NEW GERMANY FUND INC
$40.96M
3,602,815 sh
ECF-PA
ELLSWORTH GROWTH & INCOME FUND LTD
$33.34M
1,604,273 sh

Top 10 of 23 disclosed positions by value.

Activity

Open-market buy & sell volume

BuySell
0$51.7M$103.5M2025 · bought $103.5M · sold $95.4M20252026 · bought $61.1M · sold $97.8M2026
Total +$164.60M bought · −$193.12M sold

All filings on record

Every Form 4 transaction we track for this filer

ECATSell
2026-07-06 · BlackRock ESG Capital Allocation Term Trust
$749.7K
—
ECATSell
2026-07-02 · BlackRock ESG Capital Allocation Term Trust
$86.5K
—
ECATSell
2026-07-01 · BlackRock ESG Capital Allocation Term Trust
$1.48M
—
GFBuy
2026-06-30 · NEW GERMANY FUND INC
$1.1K
in progress
ECATSell
2026-06-30 · BlackRock ESG Capital Allocation Term Trust
$2.05M
—
ECATSell
2026-06-29 · BlackRock ESG Capital Allocation Term Trust
$1.75M
—
ECATSell
2026-06-26 · BlackRock ESG Capital Allocation Term Trust
$1.16M
—
ECATSell
2026-06-25 · BlackRock ESG Capital Allocation Term Trust
$1.72M
—
MXFBuy
2026-06-24 · MEXICO FUND INC
$108.7K
in progress
ECATSell
2026-06-24 · BlackRock ESG Capital Allocation Term Trust
$1.71M
—
MXFBuy
2026-06-23 · MEXICO FUND INC
$323.9K
in progress
ECATSell
2026-06-23 · BlackRock ESG Capital Allocation Term Trust
$1.40M
—
ECATSell
2026-06-22 · BlackRock ESG Capital Allocation Term Trust
$998.9K
—
GFBuy
2026-06-22 · NEW GERMANY FUND INC
$47.16
in progress
MXFBuy
2026-06-18 · MEXICO FUND INC
$28.0K
in progress
ECATSell
2026-06-18 · BlackRock ESG Capital Allocation Term Trust
$625.4K
—
MXFBuy
2026-06-17 · MEXICO FUND INC
$89.7K
in progress
ECATSell
2026-06-17 · BlackRock ESG Capital Allocation Term Trust
$154.0K
—
GFBuy
2026-06-17 · NEW GERMANY FUND INC
$120.2K
in progress
ECATSell
2026-06-16 · BlackRock ESG Capital Allocation Term Trust
$918.8K
—
GFBuy
2026-06-16 · NEW GERMANY FUND INC
$339.6K
in progress
ECATSell
2026-06-15 · BlackRock ESG Capital Allocation Term Trust
$920.9K
—
GFBuy
2026-06-15 · NEW GERMANY FUND INC
$624.5K
in progress
GFBuy
2026-06-12 · NEW GERMANY FUND INC
$125.3K
in progress
MXFBuy
2026-06-12 · MEXICO FUND INC
$657.9K
in progress

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.