Long-term investor
Advisory Alpha, LLC @advisoryalphallc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001576762).
Record
- Tracked since 2025-06-30 (441 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days +9.9% · 6 months n/a · 1 year +11.9% · all +11.9%
- Max drawdown n/a · win rate 32% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYG · 8.4% · long · since 2025-06-30
- SPYV · 7.4% · long · since 2025-06-30
- SCHM · 6.3% · long · since 2025-06-30
- XLK · 5.9% · long · since 2025-06-30
- SPDW · 4.9% · long · since 2025-06-30
- SPSB · 3.9% · long · since 2025-06-30
- SCHA · 3.4% · long · since 2025-06-30
- SPHY · 2.7% · long · since 2025-06-30
- XLF · 2.6% · long · since 2025-06-30
- SRLN · 2.2% · long · since 2025-06-30
- VCIT · 2.1% · long · since 2025-06-30
- VGSH · 1.8% · long · since 2025-06-30