John Perlowski

BGR

SEE REMARKS · BLACKROCK ENERGY & RESOURCES TRUST · CIK 0001513196

FILING MIX · LIFETIME50%/50%

BUYS

SELLS

TOTAL VALUE

$96.8K

COMPANIES

ACTIVE SINCE

Apr 2021

HOLDINGS NOW

5,601

AVG SELL PX

$8.70

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by John Perlowski, 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	2	+50.00%	-2.90%	-1.45%	-1.46%	-1.46%	—
14d	2	+50.00%	-3.53%	-1.77%	-1.75%	-1.75%	—
30d	2	+0.00%	-0.42%	-3.57%	+3.15%	+3.15%	—
60d	2	+0.00%	+4.54%	+0.49%	+4.04%	+4.04%	—
90d	2	+0.00%	-2.63%	-3.05%	+0.42%	+0.42%	—
180d	2	+0.00%	+5.27%	-0.90%	+6.17%	+6.17%	—
1y	2	+0.00%	+17.60%	+0.54%	+17.06%	+17.06%	—
2y	2	+50.00%	+31.14%	+9.14%	+22.01%	+22.01%	—

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

Not enough transaction history to chart holdings.

Trading cadence · quarterly flow

BUY ● SELL ●

2021

2022

FLOW · 1 buys / 1 sellsCOVERAGE · 4 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
ECAT BLACKROCK ESG CAPITAL ALLOCATION TERM TRUST	PURCHASE President and CEO	5,600	$17.27	$96.7K	5,600	Feb 10, 2022	Nov 10, 2022 ↗	View →
BGR BLACKROCK ENERGY & RESOURCES TRUST	SALE See Remarks	6	$8.70	$52	0.785	Apr 13, 2021	Apr 15, 2021 ↗	View →

Other insiders · BGR

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About this filer

CIK 0001513196

ROLE

See Remarks

PRIMARY

BGR

COMPANIES

ACTIVE SINCE

Apr 2021

MARKETPEEL · /INSIDER/0001513196DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

John Perlowski

The morning brief, before the bell.