Erik Paulsen portrait
House

Erik Paulsen

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Transactions
54
Total transactions associated with this filer
Disclosed purchases
30
$72.0K – $555.0K
Average modeled return
+183.6%
27 of 30 purchases modeled
Average vs. S&P 500
-174.7%
Comparable modeled intervals
MODELED PERFORMANCE

Disclosed purchases vs. S&P 500

12 most recent modeled purchases. The summary and table include all modeled purchases.

MARKET ANALYSIS

Modeled purchase performance · Since purchase

27 of 30 disclosed purchases have modeled returns for this period. 3 purchases have missing or excluded market data; no returns are invented for them.

Ticker↑↓Asset↑↓Entry↑↓Latest↑↓Modeled return↑↓S&P 500↑↓Relative↑↓
AGG
Ishares Core US Aggregate Bond Fund
Jul 10, 2014Nov 6, 2026+24.6%+359.2%-334.6%
GSG
Ishares GSCI Community Indexed ETF
Jul 10, 2014Nov 6, 2026+4.6%+359.2%-354.6%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 3 of 3 · 54 total transactions

Ticker↑↓Asset↑↓Date↑↓Type↑↓Disclosed amount↑↓Source
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Western Asset Municipal High Income Class
Dec 9, 2014purchase$1.0K – $15.0KFiling ↗
VOO
VANGUARD S&P 500 ETF
Jul 10, 2014purchase$1.0K – $15.0KFiling ↗
GENC
Gencor Industries
Sep 22, 2015saleNot disclosedFiling ↗
ALU
Alcatel Lucent, Common stock
Sep 22, 2015saleNot disclosedFiling ↗
ANNUAL REPORTING

Annual financial disclosures

YearDocumentAssets parsedStatusSource
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians