Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘24
2026
5 16 11 14.7%
2027
5 26 21 35%
2028
5 21 16 26%
XFLT
2029
XAI Octagon Floating Rate and Alternative Income Trust
XFLT
$275M
5 22 17 49%
2030
5 51 46 47.2%
2031
5 58 53 80.6%
2032
5 67 62 62.1%
2033
5 21 16 39.4%
2034
5 6 1 16%
2035
5 335 330 36.5%
VBR icon
2036
Vanguard Small-Cap Value ETF
VBR
$34.7B
5 529 524 20.6%
2037
5 49 44 76.4%
2038
5 36 31 2.08%
2039
5 150 145 70.9%
2040
5 12 7 1,035%
2041
5 48 43 54%
2042
5 12 7 62.7%
2043
5 321 316 3.56%
2044
5 20 15 92.5%
2045
5 15 10 67.1%
2046
5 6 1 18.8%
2047
5 51 46 166%
2048
5 43 38 79.7%
2049
5 12 7 96.5%
2050
5 103 98 32.9%