Criteria: 1. Lifetime total return > SPY total return or 2. Lifetime Sharpe Ratio > SPY Sharpe Ratio
| Symbol | Description | Category1 | Category2 | Leverage Factor | Inception Date | Current Yield | Lifetime total return | SPY total return same period | Lifetime total return difference | Lifetime total return difference per year | Lifetime Sharpe ratio | SPY Sharpe ratio | Sharpe difference | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GMZ | Goldman Sachs MLP Income Opportunities Fund CEF | Special Security Types | MLPs | 1.68 | 11/26/2013 | 48.43% | 23,394.93% | 89.65% | 23,305.28% | 3,529.64% | 1.65 | 0.82 | 0.83 | Analyze |
| RMM | RiverNorth Managed Duration Municipal Income CEF | US Fixed Income | Municipal bonds | 1.00 | 07/26/2019 | 5.35% | 129.40% | 71.88% | 57.52% | 61.39% | -1.27 | 0.76 | -2.04 | Analyze |
| BMEZ | BlackRock Health Sciences Trust II CEF | US Equity | Single sector | 1.00 | 01/29/2020 | 1.44% | 5.79% | -4.08% | 9.87% | 23.24% | 0.54 | -0.03 | 0.58 | Analyze |
| BST | Blackrock Science and Technology Trust CEF | Global Equity | Single sector | 1.00 | 10/29/2014 | 4.99% | 134.56% | 70.96% | 63.60% | 11.20% | 0.94 | 0.77 | 0.17 | Analyze |
| BSTZ | Science and Technology Trust II CEF | Global Equity | Global | 1.06 | 06/26/2019 | 4.78% | 19.59% | 8.87% | 10.72% | 10.52% | 0.73 | 0.70 | 0.04 | Analyze |
| RIV | Rivernorth Opportunities Fund CEF | Asset Allocation | US | 1.19 | 12/24/2015 | 17.62% | 101.33% | 62.07% | 39.26% | 8.67% | 1.18 | 0.81 | 0.37 | Analyze |
| CAF | Morgan Stanley China A Share Fund, Inc. CEF | Global Equity | Single country | 1.13 | 09/28/2006 | 0.07% | 233.40% | 170.09% | 63.31% | 4.60% | 0.51 | 0.63 | -0.12 | Analyze |
| ACP | Aberdeen Income Credit Strategies Fund CEF | US Fixed Income | Broad market | 1.46 | 01/27/2011 | 15.64% | 184.33% | 169.58% | 14.75% | 1.56% | 0.98 | 0.95 | 0.04 | Analyze |
| BME | Blackrock Health Sciences Trust CEF | US Equity | Single sector | 1.01 | 03/29/2005 | 5.80% | 234.39% | 212.72% | 21.67% | 1.42% | 0.74 | 0.64 | 0.10 | Analyze |
| GUT | The Gabelli Utility Trust CEF | US Equity | Single sector | 1.04 | 07/12/1999 | 10.39% | 157.14% | 167.27% | -10.13% | -0.48% | 0.52 | 0.46 | 0.06 | Analyze |
| PKO | PIMCO Income Opportunity Fund CEF | Global Fixed Income | Global | 1.82 | 11/28/2007 | 10.61% | 126.14% | 143.57% | -17.43% | -1.38% | 0.72 | 0.56 | 0.16 | Analyze |
| GOF | Guggenheim Strategic Opportunities Fund CEF | Global Fixed Income | Global | 1.02 | 07/27/2007 | 12.74% | 116.36% | 147.46% | -31.10% | -2.40% | 0.65 | 0.57 | 0.08 | Analyze |
| RMI | RiverNorth Opportunistic Municipal Income Fund, Inc. CEF | US Fixed Income | Municipal bonds | 1.00 | 10/26/2018 | 5.10% | 16.33% | 20.73% | -4.40% | -2.61% | 0.80 | 0.37 | 0.43 | Analyze |
| NAC | Nuveen California Quality Municipal Income Fund CEF | US Fixed Income | Municipal bonds | 1.56 | 05/26/1999 | 4.44% | 117.53% | 186.92% | -69.39% | -3.29% | 0.50 | 0.47 | 0.04 | Analyze |
| NAD | Nuveen Quality Municipal Income Fund CEF | US Fixed Income | Municipal bonds | 1.59 | 05/26/1999 | 4.57% | 115.40% | 186.92% | -71.52% | -3.39% | 0.55 | 0.47 | 0.08 | Analyze |
| NAN | Nuveen New York Quality Municipal Income Fund CEF | US Fixed Income | Municipal bonds | 1.57 | 05/26/1999 | 4.35% | 105.21% | 186.92% | -81.71% | -3.87% | 0.51 | 0.47 | 0.05 | Analyze |
| LEO | Dreyfus Strategic Municipals, Inc. CEF | US Fixed Income | Municipal bonds | 1.42 | 01/02/2001 | 5.58% | 112.56% | 188.51% | -75.95% | -3.89% | 0.53 | 0.50 | 0.03 | Analyze |
| MUH | Blackrock MuniHoldings Fund II CEF | US Fixed Income | Municipal bonds | 1.64 | 03/03/1998 | 4.38% | 129.64% | 256.40% | -126.76% | -5.67% | 0.55 | 0.52 | 0.03 | Analyze |
| BHK | Blackrock Core Bond Trust CEF | US Fixed Income | Broad market | 1.36 | 11/28/2001 | 5.19% | 118.12% | 226.98% | -108.86% | -5.85% | 0.70 | 0.60 | 0.09 | Analyze |
| MPV | Barings Participation Investors CEF | US Fixed Income | Corporate bonds | 1.13 | 06/01/1988 | 8.14% | 366.89% | 770.82% | -403.93% | -12.58% | 0.74 | 0.69 | 0.04 | Analyze |
| VBF | Invesco Bond Fund CEF | US Fixed Income | Corporate bonds | 1.01 | 10/27/1994 | 3.97% | 198.25% | 715.60% | -517.35% | -20.13% | 0.80 | 0.70 | 0.10 | Analyze |
| PMO | Putnam Municipal Opportunities Trust CEF | US Fixed Income | Municipal bonds | 1.11 | 10/27/1994 | 4.98% | 190.71% | 715.60% | -524.89% | -20.42% | 0.73 | 0.70 | 0.03 | Analyze |
| NXR | Nuveen Select Tax-Free Income Portfolio 3 CEF | US Fixed Income | Municipal bonds | 1.00 | 10/27/1994 | 3.14% | 181.24% | 715.60% | -534.36% | -20.79% | 0.77 | 0.70 | 0.07 | Analyze |
| FTHY | First Trust High Yield Opportunities 2027 Term Fund Common Stock | US Equity | Closed end funds | 1.00 | 06/26/2020 | 0.00% | 2.15% | 0.00% | 0.00% | 0.00% | 87.37 | 5.62 | 81.74 | Analyze |
| TOTAL | 24 |
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