SPE Special Opportunities Fund
Included in Live Core Model, dated Sep 4, 2026. Source position sizes · 20-holding maximum · 1–10% limits. The plan uses a saved spreadsheet snapshot; later changes are not included. Source row 38. Source position value: $2,050. This sets its relative priority before the 1–10% limits. Activist and special-situation risks, underlying fund overlap and changing discounts.
Outside this active collection. Past picks and investments from other collections do not receive this ranking.
Growth of $10,000
Dividends reinvested · no additional contributions
Based on adjusted market prices through the latest available completed session, before personal taxes and trading costs.
Checking the latest completed session…
Total return
Price movement plus reinvested distributions, compared with SPY.
Net loss; shares not shown.
Dividend includes all distributions and reinvestment.
Why no rank is assigned
Income consistency · Only eligible investments in this collection are ranked.
Outside this active collection. Past picks and investments from other collections do not receive this ranking.
This explains the collection’s default ranking. Search, category filters and chart periods do not change it; choosing another sort changes the list order. This is Income Lens’s calculation, not a score published by the strategy creator.