D. William Kohli

PPT

PORTFOLIO MANAGER · PUTNAM PREMIER INCOME TRUST · CIK 0001198296

FILING MIX · LIFETIME0%/100%

BUYS

SELLS

TOTAL VALUE

$994.7K

COMPANIES

ACTIVE SINCE

Jan 2020

HOLDINGS NOW

28,912

AVG SELL PX

$5.49

Trades · vs SPY

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Performance · forward returns vs SPY

6 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by D. William Kohli, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	6	+0.00%	+0.76%	+1.34%	-0.58%	-0.74%	—
14d	6	+0.00%	+0.45%	+2.47%	-2.02%	-2.29%	—
30d	6	+0.00%	+0.54%	+2.59%	-2.05%	-2.63%	—
60d	6	+100.00%	-5.12%	-9.08%	+3.97%	+3.38%	—
90d	6	+100.00%	-22.59%	-17.84%	-4.74%	-6.25%	—
180d	6	+100.00%	-9.32%	-1.73%	-7.59%	-7.70%	—
1y	6	+100.00%	-8.07%	+17.94%	-26.02%	-26.37%	—
2y	6	+100.00%	-8.19%	+49.78%	-57.97%	-57.63%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

PPT · 28,912 shares · as of Jan 9, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 0 buys / 6 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
PPT PUTNAM PREMIER INCOME TRUST	SALE Portfolio Manager	21,088	$5.55	$117.0K	28,912	Jan 9, 2020	Jan 10, 2020 ↗
PPT PUTNAM PREMIER INCOME TRUST	SALE Portfolio Manager	2,300	$5.51	$12.7K	50,000	Jan 7, 2020	Jan 8, 2020 ↗
PPT PUTNAM PREMIER INCOME TRUST	SALE Portfolio Manager	50,251	$5.50	$276.4K	70,000	Jan 7, 2020	Jan 8, 2020 ↗
PPT PUTNAM PREMIER INCOME TRUST	SALE Portfolio Manager	17,700	$5.51	$97.5K	52,300	Jan 7, 2020	Jan 8, 2020 ↗
PPT PUTNAM PREMIER INCOME TRUST	SALE Portfolio Manager	765	$5.51	$4.2K	120,251	Jan 6, 2020	Jan 7, 2020 ↗
PPT PUTNAM PREMIER INCOME TRUST	SALE Portfolio Manager	89,000	$5.47	$486.8K	121,016	Jan 3, 2020	Jan 6, 2020 ↗

Other insiders · PPT

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About this filer

CIK 0001198296

ROLE

Portfolio Manager

PRIMARY

PPT

COMPANIES

ACTIVE SINCE

Jan 2020

MARKETPEEL · /INSIDER/0001198296DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

D. William Kohli

The morning brief, before the bell.