Bulldog Investors Portfolio
Invests via Bulldog Investors LLP | Managed by Bulldog Investors LLP
Invests via Bulldog Investors LLP
Managed by Bulldog Investors LLP
Automatically Tracked
Company Profile
Pursues an activist approach to unlock value in undervalued small-cap equities across North America, using concentrated equity stakes, board engagement and targeted restructurings. Bulldog Investors combines public-equity arbitrage with event-driven campaigns to press for divestitures, cost cuts and governance changes that aim to accelerate shareholder returns. Capital deployment typically favors liquid situations where operational fixes and strategic repositioning can create near- to medium-term value for institutional investors and dedicated funds.
Pursues an activist approach to unlock value in undervalued small-cap equities across North America, using concentrated equity stakes, board engagement and targeted restructurings. Bulldog Investors combines public-equity arbitrage with event-driven campaigns to press for divestitures, cost cuts and governance changes that aim to accelerate shareholder returns. Capital deployment typically favors liquid situations where operational fixes and strategic repositioning can create near- to medium-term value for institutional investors and dedicated funds.
Investment Philosophy & Strategy
Activist, value-oriented firm focused on unlocking hidden value in undervalued small- and micro-cap public companies across North America. Uses concentrated equity stakes, targeted board engagement and event-driven campaigns to press for divestitures, cost rationalization and governance reforms. Capital allocation favors liquid, operationally fixable situations where catalytic corporate actions can generate near- to medium-term returns. Investment horizon is pragmatic and campaign-driven, blending public-equity arbitrage with hands-on operational pressure, disciplined downside protection and selective use of leverage to amplify outcomes for institutional investors.
Activist, value-oriented firm focused on unlocking hidden value in undervalued small- and micro-cap public companies across North America. Uses concentrated equity stakes, targeted board engagement and event-driven campaigns to press for divestitures, cost rationalization and governance reforms. Capital allocation favors liquid, operationally fixable situations where catalytic corporate actions can generate near- to medium-term returns. Investment horizon is pragmatic and campaign-driven, blending public-equity arbitrage with hands-on operational pressure, disciplined downside protection and selective use of leverage to amplify outcomes for institutional investors.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
8.63%
Gain +0.17%
Monthly
0.24%
Yearly
2.92%
Drawdown
42.15%
$419.46M
Equity
Holdings
$419.46M
Investment
$416.69M
$108.17M
Profit +$704,899.06
Realized
$105.4M
Unrealized
$2.77M
Dividends
$731.91B
Goals
Avg. 54.67% completed goals
Yearly
Gain > 10% 2026
Yearly
Loss < 25% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.17%
Profit
$704,899.06
Win %
56%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$536,659.77
Win %
56%
This Month
Compared to last month
Gain
-0.02%
Profit
-$100,036.37
Win %
56%
This Year
Compared to last year
Gain
-3.98%
Profit
-$17.41M
Win %
64%
CUBWW Lionheart Holdings Warrant
+57.68%
+$3,162.84 
FSHPR Flag Ship Acquisition Corp
+37.14%
+$5,454.02 
HDRNW Hadron Energy, Inc. Warrants - Exp 05/22/2031
+24.69%
+$1,767.84 
SIMAW Sim Acquisition Corp. Warrant
+14.58%
+$3,937.29 
ILLUW Illumination Acquisition Corp. I Warrant
+12.15%
+$1,002.46 
RANGR Range Capital Acquisition Co.
+11.54%
+$7,418.13 
VACI Viking Acquisition Corp. I
+10.28%
+$71,990 
FACT-WT FACT II Acquisition Corp. Warrant - on FACT II
+7.75%
+$2,563.61 
MKLYR McKinley Acquisition Corporation Rights
+4.17%
+$1,995.67 
DSACW Daedalus Special Acquisition Corp. Warrant
+4.08%
+$1,893.63 
MXE Mexico Equity and Income Fund, Inc.
+2.83%
+$36,416.88 
DBCAW D. Boral Acquisition I Corp.
+2.47%
+$437.5 
TACHW Titan Acquisition Corp
+2.04%
+$315 
PGR Progressive Corporation
+1.87%
+$48,000 
LPBBW Launch Two Acquisition Corp.
+1.82%
+$119.71 
CEPS Cantor Equity Partners VI, Inc.
+1.68%
+$5,950 
MFM MFS Municipal Income Trust
+1.49%
+$17,048.27 
DHF BNY Mellon High Yield Strategies Fund
+1.37%
+$32,817.84 
DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
+1.15%
+$44,037.73 
DPG Duff & Phelps Utility and Infrastructure Fund Inc.
+1.03%
+$44,196.84 
LEO BNY Mellon Strategic Municipals, Inc.
+0.98%
+$83,057.21 
CB Chubb Limited
+0.93%
+$68,984.79 
FMN Federated Hermes Premier Municipal Income Fund
+0.93%
+$8,048.02 
BCIC BCP Investment Corporation
+0.75%
+$18,920.6 
BRK-A Berkshire Hathaway Inc.
+0.69%
+$54,900.1 
ELME Elme Communities
+0.66%
+$23,000 
STEW SRH Total Return Fund, Inc.
+0.62%
+$148,234.02 
GF New Germany Fund Inc.
+0.58%
+$31,924.44 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
+0.57%
+$91,964.25 
FVAV Fortress Value Acquisition Corp. V
+0.54%
+$17,713.19 
SWZ Total Return Securities Fund
+0.52%
+$1,205.99 
CET Central Securities Corporation
+0.51%
+$127,468.82 
NWFL Norwood Financial Corp
+0.51%
+$28,900 
NHIV NewHold Investment Corp IV
+0.5%
+$510.75 
OACC Oaktree Acquisition Corp.
+0.47%
+$675 
EIC Eagle Point Income Company Inc.
+0.45%
+$10,941.16 
NXDT NexPoint Diversified Real Estate Trust
+0.4%
+$6,000.22 
HEQ John Hancock Diversified Income Fund
+0.35%
+$22,038.72 
IACQU Irenic Acquisition Corp.
+0.3%
+$3,075.06 
CRAQ Cal Redwood Acquisition Corp.
+0.28%
+$2,940 
ILLU Illumination Acquisition Corp I
+0.22%
+$1,627.43 
PFX PhenixFIN Corporation
+0.2%
+$1,729.62 
DBCA D. Boral Acquisition I Corp.
+0.2%
+$2,500 
DYOR Insight Digital Partners II
+0.2%
+$9,684.3 
TPL Texas Pacific Land Corporation
+0.16%
+$18,150.33 
DHY Credit Suisse High Yield Bond Fund
+0.12%
+$1,726.69 
RREV RRE Ventures Acquisition Corp.
+0.1%
+$311.14 
FGII FG Imperii Acquisition Corp.
+0.1%
+$1,500 
DSAC Daedalus Special Acquisition Corp.
+0.1%
+$2,993.88 
KCA-UN Kensington Capital Acquisition Corp. IV
+0.1%
+$1,632.52 
LWACU LightWave Acquisition Corp. Unit
+0.1%
+$2,556.61 
DYNC Dynamix Corporation
+0.09%
+$5,955.95 
TLNC Talon Capital Corp.
+0.06%
+$1,100.11 
NCDL Nuveen Churchill Direct Lending Corp.
+0.05%
+$1,255.17 
ALX Alexander's Inc.
+0.02%
+$1,260 
AIV Apartment Investment and Management Company
0%
$0 
CNNE Cannae Holdings Inc.
0%
$0 
STRS Stratus Properties Inc.
0%
$0 
TRC Tejon Ranch Co.
0%
$0 
HCICU Hennessy Capital Investment Corp. V
0%
$0 
JACS Jackson Acquisition Company
0%
$0 
DRDBW Roman DBDR Acquisition Corp. II Warrant
0%
$0 
GIX GigCapital9 Corp.
0%
$0 
HCIC Hennessy Capital Investment Corp. V
0%
$0 
PAACU Proficient Alpha Acquisition Corp
0%
$0 
TACHU Titan Acquisition Corp. Unit
0%
$0 
FERAR Fifth Era Acquisition Corp I
0%
$0 
RDAGU Republic Digital Acquisition Corp.
0%
$0 
CRAQR Cal Redwood Acquisition Corp. Right
0%
$0 
FIGXU FIGX Capital Acquisition Corp. Unit
0%
$0 
EGHAR EGH Acquisition Corp. Rights
0%
$0 
WENNW Wen Acquisition Corp Warrant
0%
$0 
OYSE Oyster Enterprises II Acquisition Corp
0%
$0 
OYSER Oyster Enterprises II Acquisition Corp Right
0%
$0 
JENA Jena Acquisition Corporation II
0%
$0 
BACCR Blue Acquisition Corp. Right
0%
$0 
BLUWW Blue Water Acquisition Corp. III Warrant
0%
$0 
LWACW LightWave Acquisition Corp. Redeemable Warrant
0%
$0 
UCFI CN Healthy Food Tech Group Corp.
0%
$0 
HVMC Highview Merger Corp.
0%
$0 
DNMX Dynamix Corporation III
0%
$0 
SPEG Silver Pegasus Acquisition Corp.
0%
$0 
CCII Cohen Circle Acquisition Corp. II
0%
$0 
RNGT Range Capital Acquisition Corp II
0%
$0 
VNME Vendome Acquisition Corporation I
0%
$0 
DNMXW Dynamix Corporation III Warrant
0%
$0 
UCFIW UCFIW
0%
$0 
ONCH 1RT Acquisition Corp.
0%
$0 
BCSS Bain Capital GSS Investment Corp.
0%
$0 
BDCI BTC Development Corp.
0%
$0 
RNGTW Range Capital Acquisition Corp. II Warrant
0%
$0 
CRAN Crane Harbor Acquisition Corp. Class A Ordinary Shares
0%
$0 
SAC Safeguard Acquisition Corp.
0%
$0 
BBCQ Bleichroeder Acquisition Corp. II
0%
$0 
BIII Black Spade Acquisition III Co
0%
$0 
MESH Meshflow Acquisition Corp.
0%
$0 
SVIVU Spring Valley Acquisition Corp. II Unit
0%
$0 GRAF
GRAFWS
0%
$0 SBXD
SBXDWS
0%
$0 COPL
COPLWS
0%
$0 EVAC
EVAC
0%
$0 SOUL
SOULRT
0%
$0 AIIA
AIIART
0%
$0 APXT
APXTW
0%
$0 BPRE
BPRE
0%
$0 EVAC
EVACWS
0%
$0 VACI
VACIWS
0%
$0 
MEVO M Evo Global Acquisition Corp II
0%
$0 
MEVOW M Evo Global Acquisition Corp II Warrant
0%
$0 
CAQUU Cambridge Acquisition Corp.
0%
$0 
GDL GDL Fund
0%
$0 
GIXXU GigCapital9 Corp.
0%
$0 
SCPQU Social Commerce Partners Corporation Units
0%
$0 
MTAL-UN Metals Acquisition Corp. II
0%
$0 
JACS-RI Jackson Acquisition Company II
0%
$0 
IAE Voya Asia Pacific High Dividend Equity Income Fund
0%
$0 
KCAC-UN Kensington Capital Acquisition Corp. IV
0%
$0 
IHD Voya Emerging Markets High Dividend Equity Fund
0%
$0 
ALOV Aldabra 4 Liquidity Opportunity Vehicle, Inc.
0%
$0 
WLII Willow Lane Acquisition Corp. II Class A Ordinary Shares
0%
$0 
NHIVU NewHold Investment Corp IV
0%
$0 
RREVU RRE Ventures Acquisition Corp. Units
0%
$0 ARTC
ARTC
0%
$0 CMII
CMII
0%
$0 SACW
SACWS
0%
$0 UACU
UACU
0%
$0 
IPFX Inflection Point Acquisition Corp. VI
0%
$0 
BIDWU Tribeca Strategic Acquisition Corp.
0%
$0 
APMCU AmperCap Acquisition Company Units
0%
$0 ARCI
ARCI
0%
$0 LEGO
LEGOWS
0%
$0 BIII
BIIIWS
0%
$0 
GHXIU Gores Holdings XI, Inc.
0%
$0 
QLEP Quantum Leap Acquisition Corp
0%
$0 
ALPXU Alpex Acquisition Corporation Unit
0%
$0 IPOD
IPOD
0%
$0 FTRA
FTRAU
0%
$0 QLEP
QLEPWS
0%
$0 AACU
AACU
0%
$0 KCAC
KCACWS
0%
$0 
GTERW Globa Terra Acquisition Corporation Warrant
-44.38%
-$445.39 
MBAVW M3-Brigade Acquisition III Corp.
-30%
-$20,400.12 
HVMCW Highview Merger Corp. Warrant
-25.16%
-$5,548.49 
GIXXR GigCapital9 Corp. Rights
-24.55%
-$3,462.21 
INACR Indigo Acquisition Corp. Right
-23.24%
-$4,306.72 
SVIVW Spring Valley Acquisition Corp. Warrant
-23.13%
-$5,146.86 
EURKR Eureka Acquisition Corp. Rights
-22.23%
-$5,100 
GTERR Globa Terra Acquisition Corporation Rights
-22.11%
-$360.37 
CRANR Crane Harbor Acquisition Corp. II Right
-21.43%
-$1,783.05 
BIXIW Bitcoin Infrastructure Acquisition Corp Ltd. Warrant
-18.52%
-$1,875 
HCICR Hennessy Capital Investment Corp. VIII Rights
-18.03%
-$3,607.19 
MBVIW M3-Brigade Acquisition VI Corp. Warrant
-14.26%
-$1,916.71 
GIWWR GigCapital8 Corp. Rights
-13.04%
-$4,646.88 
MESHW Meshflow Acquisition Corp.
-12.5%
-$765.92 
FIGXW FIGX Capital Acquisition Corp. Warrant
-12.16%
-$1,010.91 
ALDFW Aldel Financial II Inc.
-12.16%
-$715 
SPEGR Silver Pegasus Acquisition Corp. Right
-11.92%
-$3,493.29 
VNMEW Vendome Acquisition Corporation I Warrant
-11.9%
-$3,191.38 
EVOXW Evolution Global Acquisition Corp Warrant
-11.74%
-$2,027.72 
IPFXW Inflection Point Acquisition Corp. VI Warrant
-11.53%
-$2,692.14 
FGIIW FG Imperii Acquisition Corp Warrant
-11.06%
-$1,492.5 
CAPNR Cayson Acquisition Corp.
-10.89%
-$1,421 
ARTCW Art Technology Acquisition Corp.
-10.68%
-$375 
BEAGR Bold Eagle Acquisition Corp
-9.79%
-$2,500 
TLNCW Talon Capital Corp. Warrant
-9.22%
-$3,379.2 
SCIIR SC II Acquisition Corp. Right
-9.03%
-$1,855.2 
ALOVW Aldabra 4 Liquidity Opportunity Vehicle, Inc. Warrant
-7.87%
-$3,660.42 
ALFUW Centurion Acquisition Corp.
-6.85%
-$2,186.63 
BDCIW BTC Development Corp. Warrant
-5.05%
-$307.8 
HACQW HCM IV Acquisition Corp.
-4.65%
-$750 
RDAGW Republic Digital Acquisition Company Warrant
-4.59%
-$233.87 
GYRO Gyrodyne LLC
-4.25%
-$12,000 
IPEXR Inflection Point Acquisition Corp. V Rights
-4.15%
-$505.18 
KOYNW CSLM Digital Asset Acquisition Corp III, Ltd Warrant
-3.77%
-$650 
YICCU Yorkville International Capital Corp. Units
-3.52%
-$87,781.76 
CCAQW Dune Acquisition Corporation II Warrants
-3.43%
-$1,669.22 
SZZLR Sizzle Acquisition Corp. Rights
-3.29%
-$736.23 
WLIIW Willow Lane Acquisition Corp. II
-3.08%
-$598.52 
CION Cion Investment Corporation
-2.74%
-$292,233.49 
ARCIW Archimedes Tech SPAC Partners Warrant
-2.59%
-$151.5 
ASG Liberty All-Star Growth Fund, Inc.
-1.58%
-$8,352.56 
DMA Destra Multi-Alternative Fund
-1.52%
-$13,872.32 
BTX BlackRock Technology and Private Equity Fund
-1.5%
-$1,300 
AIIA AI Infrastructure Acquisition Corp.
-1.35%
-$18,002.32 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
-1.26%
-$222,666.89 
RWAY Runway Growth Finance Corp
-1.07%
-$71,333.78 
XFLT XAI Octagon Floating Rate & Alternative Income Trust
-1.07%
-$62,730.3 
OTF Blue Owl Technology Finance Corp.
-0.85%
-$63,422.16 
RMT Royce Micro-Cap Trust, Inc.
-0.82%
-$19,106.22 
ALDF Aldel Financial II Inc.
-0.77%
-$4,639.3 
GLO Clough Global Opportunities Fund
-0.73%
-$35,096.64 
ICMB Investcorp Credit Management BDC, Inc.
-0.73%
-$2,983.9 
JOF Japan Smaller Capitalization Fund Inc.
-0.66%
-$15,004.56 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.64%
-$22,508.64 
OBDC Blue Owl Capital Corporation
-0.63%
-$19,393.99 
BCV Bancroft Fund Ltd.
-0.62%
-$5,503 
TVIVU Texas Ventures Acquisition I Corp.
-0.59%
-$4,050 
HRZN Horizon Technology Finance Corporation
-0.56%
-$16,465.42 
GDV Gabelli Dividend & Income Trust
-0.5%
-$42,882.39 
ECF Ellsworth Growth and Income Fund Ltd.
-0.42%
-$11,406.7 
BBDC Barings BDC Inc.
-0.41%
-$11,774.03 
BGX Blackstone Long-Short Credit Fund
-0.38%
-$7,420.2 
NHIC NewHold Investment Corp III
-0.35%
-$1,500 
JABRU JAB Acquisition Corp. I Units
-0.34%
-$875 
HHH Howard Hughes Holdings Inc.
-0.3%
-$2,520 
OIM OneIM Acquisition Corp.
-0.3%
-$7,386.09 
TVA Texas Ventures Acquisition Corp.
-0.28%
-$525 
VLGEA Village Super Market, Inc. Class A Common Stock
-0.23%
-$17,051.5 
PCF High Income Securities Fund
-0.2%
-$138.21 
WLIIU Willow Lane Acquisition Corp.
-0.19%
-$4,001.58 
HFRO Highland Opportunities and Income Fund
-0.18%
-$120.01 
CCAP Crescent Capital BDC, Inc.
-0.16%
-$6,557.65 
GAM General American Investors Company, Inc.
-0.15%
-$29,645 
HACQ HCM IV Acquisition Corp.
-0.1%
-$1,500 
LEGO Legato Merger Corp.
-0.1%
-$1,484.97 
EVOX Evolution Global Acquisition Corp
-0.1%
-$1,016.4 
BIXI Bitcoin Infrastructure Acquisition Corp Ltd. Class A Ordinary Shares
-0.1%
-$750 
SVIV Spring Valley Acquisition Corp. II
-0.1%
-$1,266.92 
MBVI M3-Brigade Acquisition VI Corp.
-0.1%
-$1,152.37 
MKLY McKinley Acquisition Corporation
-0.1%
-$2,169.21 
OTGAU OTG Acquisition Corp. I Unit
-0.1%
-$140.77 
WENN Wen Acquisition Corp.
-0.1%
-$2,185.62 
BEAG Bold Eagle Acquisition Corp.
-0.09%
-$3,020.33 
FCRS FutureCrest Acquisition Corp.
-0.05%
-$124.98 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 6475 | Longs Won 3423/6475 52% | Profit Factor 1.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $854,884.58 |
| Average Win $76,900 | Best Trade (Dec 30) $61.9M | Sharpe Ratio -6 |
| Average Loss -$50,806.78 | Worst Trade (Dec 31) -$9.4M | Z-Score -34.23 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 5d | Expectancy $16,705.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.1% | 1.37% | 13.17% |
| Consecutive Losing Trades | 8,264 | 7,438 | 6,612 | 5,785 | 4,959 | 4,132 | 3,306 | 2,479 | 1,653 | 826 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AACU AACU | 66,792 | $670.72 | $670.72 | - | - | - | 0.0 |
| AIIA AI Infrastructure Acquisition Corp. | 128,588 | $1.28M | $1.32M | - | $41,148.16 | 3.22% | -1.346% |
| AIIA AIIART | 135,534 | $29.04 | $29.04 | - | - | - | 0.0 |
| AIV Apartment Investment and Management Company | 500,000 | $1.5M | $842,500 | - | -$655,000 | -43.74% | 0.0 |
| ALDF Aldel Financial II Inc. | 54,580 | $551,803.8 | $594,649.1 | - | $42,845.3 | 7.76% | -0.774% |
| ALDFW Aldel Financial II Inc. | 27,290 | $8,187 | $5,166 | - | -$3,021 | -36.9% | -12.158% |
| ALFUW Centurion Acquisition Corp. | 165,654 | $18,401.9 | $29,718.33 | - | $11,316.43 | 61.5% | -6.854% |
| ALOV Aldabra 4 Liquidity Opportunity Vehicle, Inc. | 367,266 | $3.66M | $3.67M | - | $14,690.64 | 0.4% | 0.0 |
| ALOVW Aldabra 4 Liquidity Opportunity Vehicle, Inc. Warrant | 122,422 | $51,417.24 | $42,859.94 | - | -$8,557.3 | -16.64% | -7.868% |
| ALPXU Alpex Acquisition Corporation Unit | 74,589 | $747,381.78 | $757,078.35 | - | $9,696.57 | 1.3% | 0.0 |
| ALX Alexander's Inc. | 28,000 | $6.28M | $6.57M | - | $290,550.97 | 4.63% | +0.019% |
| APMCU AmperCap Acquisition Company Units | 75,000 | $753,000 | $752,250 | - | -$750 | -0.1% | 0.0 |
| APXT APXTW | 21,500 | $6.45 | $6.45 | - | - | - | 0.0 |
| ARCI ARCI | 64,500 | $645.65 | $645.65 | - | - | - | 0.0 |
| ARCIW Archimedes Tech SPAC Partners Warrant | 15,000 | $8,663.25 | $5,700 | - | -$2,963.25 | -34.2% | -2.589% |
| ARTC ARTC | 50,000 | $496.5 | $496.5 | - | - | - | 0.0 |
| ARTCW Art Technology Acquisition Corp. | 12,500 | $4,940 | $3,136.25 | - | -$1,803.75 | -36.51% | -10.68% |
| ASG Liberty All-Star Growth Fund, Inc. | 104,407 | $562,753.73 | $519,946.86 | - | -$42,806.87 | -7.61% | -1.581% |
| BACCR Blue Acquisition Corp. Right | 474,177 | $105,881.78 | $143,675.63 | - | $37,793.85 | 35.69% | 0.0 |
| BBCQ Bleichroeder Acquisition Corp. II | 75,000 | $751,500 | $734,250 | - | -$17,250 | -2.3% | 0.0 |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Bulldog Investors?
The largest contributions to the portfolio's profits come from the following stocks: Wheeler Real Estate Investment Trust, Inc - $731.76B, Distoken Acquisition Corp Right - $90.89M, Central Securities Corporation - $11.76M, SRH Total Return Fund, Inc - $9.05M, and Stewart Information Services Corporation - $8.18M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Achari Ventures Holdings Corp. I - $5.66M, Highland Opportunities and Income Fund - $2.06M, Firsthand Technology Value Fund, Inc - $2.04M, Carlyle Credit Income Fund - $2M, and Adams Natural Resources Fund Inc - $1.89M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bulldog Investors's portfolio generate?
The portfolio generates substantial dividend income, with a total of $731.91B earned over time. The largest contributors to dividend income include Wheeler Real Estate Investment Trust, Inc - $731.76B, Total Return Securities Fund - $17M, Firsthand Technology Value Fund, Inc - $8.2M, Myrexis Inc - $7.66M, and General American Investors Company, Inc - $7.28M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bulldog Investors's monthly returns?
Bulldog Investors's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Bulldog Investors's strategy be considered aggressive or moderate?
Bulldog Investors's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Bulldog Investors's strategy?
Bulldog Investors's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
2026 © Marketlog. All Rights Reserved.
