Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 34 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Old Mutual/Claymore Long-Short Fund (f.k.a. Analytic Covered Call Plus Fund) | 17,075.01 | reported | 04 Dec 2020 | tx 18+11,547.9 |
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 15,294.19 | reported | 13 Mar 2023 | tx 20+3,181−6,000 |
| Guggenheim Active Allocation Fund | 13,617.29 | reported | 01 Apr 2025 | tx 26+11,032.36 |
| Fiduciary/Claymore MLP Opportunity Fund | 8,912.02 | reported | 08 May 2020 | tx 22+7,155 |
| Guggenheim Build America Bonds Managed Duration Trust | 6,141.98 | reported | 12 Oct 2022 | tx 22+5,531 |
| Guggenheim Credit Allocation Fund | 3,730.98 | reported | 04 Dec 2020 | tx 14+2,679 |
| WESTERN ASSET CLAYMORE US TREASURY INFLATION PRO SEC FUND 2 | 2,413.3 | reported | 01 Apr 2019 | tx 14+2,065 |
| WESTERN ASSET CLAYMORE US TREASURY INFLATION PRO SECU FUND | 2,393.81 | reported | 01 Apr 2019 | tx 16+2,240 |
| DREMAN CLAYMORE DIVIDEND & INCOME FUND | 1,374.28 | reported | 05 Jul 2016 | tx 12+1,175 |
| Guggenheim Equal Weight Enhanced Equity Income Fund | 1,194.25 | reported | 05 Jul 2016 | tx 11+1,045 |
1 purchase reported after at least 12 months of silence — most recent on 22 Feb 2022.