Andrew Dakos

President and CEO at Total Return Securities Fund · 31 reported transactions in 3 companies · latest trade Sep 28, 2026

Their record

Across their whole record, 1 purchase can be measured; 0 did better than the S&P 500 over the next 6 months.

Typical move −1.2%, S&P 500 +7.4% over the same days.

1 more is too recent to measure.

Their trades


Total Return Securities FundSWZ	Bought $51.9K · 9,000 shares	Sep 28, 2026	S&P 500 +0.9%thru Oct 29
Total Return Securities FundSWZ	Bought $5.8K · 1,000 shares	Sep 28, 2026	S&P 500 +0.9%thru Oct 29
Total Return Securities FundSWZ	Bought $13.7K · 2,351 shares	Sep 25, 2026	S&P 500 +0.1%thru Oct 29
Total Return Securities FundSWZ	Bought $44.4K · 7,649 shares	Sep 25, 2026	S&P 500 +0.1%thru Oct 29
Total Return Securities FundSWZ	Bought $17.8K · 2,987 shares	May 20, 2026	S&P 500 +4.2%thru Oct 29
Total Return Securities FundSWZ	Bought $77.35 · 13 shares	May 19, 2026	S&P 500 +5.3%thru Oct 29
Total Return Securities FundSWZ	Bought $23.8K · 4,000 shares	May 18, 2026	S&P 500 +4.6%thru Oct 29
Total Return Securities FundSWZ	Bought $12.4K · 2,000 shares	Feb 27, 2026	S&P 500 +12.6%thru Oct 29

BoughtTotal Return Securities Fund

Sep 28, 2026 · SWZ

$51.9K

S&P 500 +0.9%thru Oct 29

BoughtTotal Return Securities Fund

Sep 28, 2026 · SWZ

$5.8K

S&P 500 +0.9%thru Oct 29

BoughtTotal Return Securities Fund

Sep 25, 2026 · SWZ

$13.7K

S&P 500 +0.1%thru Oct 29

BoughtTotal Return Securities Fund

Sep 25, 2026 · SWZ

$44.4K

S&P 500 +0.1%thru Oct 29

BoughtTotal Return Securities Fund

May 20, 2026 · SWZ

$17.8K

S&P 500 +4.2%thru Oct 29

BoughtTotal Return Securities Fund

May 19, 2026 · SWZ

$77.35

S&P 500 +5.3%thru Oct 29

BoughtTotal Return Securities Fund

May 18, 2026 · SWZ

$23.8K

S&P 500 +4.6%thru Oct 29

BoughtTotal Return Securities Fund

Feb 27, 2026 · SWZ

$12.4K

S&P 500 +12.6%thru Oct 29

Newest 10 of 31 transactionsPro adds every trade with how it did, their holdings and the money-flow chartPro is $29 a month

Built from their public trade reports and market prices: past moves, not predictions or advice.

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Andrew Dakos

President and CEO at Total Return Securities Fund · 31 reported transactions in 3 companies · latest trade Sep 28, 2026

Their record

Across their whole record, 1 purchase can be measured; 0 did better than the S&P 500 over the next 6 months.

Typical move −1.2%, S&P 500 +7.4% over the same days.

1 more is too recent to measure.

Their trades


Total Return Securities FundSWZ	Bought $51.9K · 9,000 shares	Sep 28, 2026	S&P 500 +0.9%thru Oct 29
Total Return Securities FundSWZ	Bought $5.8K · 1,000 shares	Sep 28, 2026	S&P 500 +0.9%thru Oct 29
Total Return Securities FundSWZ	Bought $13.7K · 2,351 shares	Sep 25, 2026	S&P 500 +0.1%thru Oct 29
Total Return Securities FundSWZ	Bought $44.4K · 7,649 shares	Sep 25, 2026	S&P 500 +0.1%thru Oct 29
Total Return Securities FundSWZ	Bought $17.8K · 2,987 shares	May 20, 2026	S&P 500 +4.2%thru Oct 29
Total Return Securities FundSWZ	Bought $77.35 · 13 shares	May 19, 2026	S&P 500 +5.3%thru Oct 29
Total Return Securities FundSWZ	Bought $23.8K · 4,000 shares	May 18, 2026	S&P 500 +4.6%thru Oct 29
Total Return Securities FundSWZ	Bought $12.4K · 2,000 shares	Feb 27, 2026	S&P 500 +12.6%thru Oct 29