Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘15
2026
2 59 57 39.2%
2027
2 3 1 84.3%
2028
2 2 0 157%
VGI
2029
Virtus Global Multi-Sector Income Fund
VGI
$88.7M
2 8 6 53.1%
2030
2 3 1 36.6%
2031
2 5 3 8.13%
2032
2 98 96 408%
2033
2 2 0
2034
2 12 10 3,404%
2035
2 2 0 17.3%
LGLV icon
2036
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.12B
2 4 2 143%
2037
2 32 30 91.2%
2038
2 21 19 338%
2039
2 2 0 63%
2040
2 2 0 3,234%
2041
2 10 8 39.2%
2042
2 4 2 94.1%
2043
2 9 7 44.9%
2044
2 2 0 58.3%
2045
2 2 0 8.28%
2046
2 8 6 102%
2047
2 24 22 0.31%
2048
2 54 52 468%
2049
2 2 0 23.7%
2050
2 3 1 50.9%