Long-term investor
Altfest L J & Co. Inc. @altfestljcoinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000712050).
Record
- Tracked since 2025-06-30 (441 days), 310 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months n/a · 1 year +19.0% · all +19.0%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- QQQM · 5.6% · long · since 2025-06-30
- MINV · 5.1% · long · since 2025-06-30
- VTIP · 4.2% · long · since 2025-06-30
- STIP · 4.0% · long · since 2025-06-30
- EMLP · 3.9% · long · since 2025-06-30
- UTEN · 3.5% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- SCHP · 2.8% · long · since 2025-06-30
- BIL · 2.7% · long · since 2025-06-30
- USAR · 2.6% · long · since 2025-09-30
- VHT · 2.4% · long · since 2025-06-30
- GBIL · 2.1% · long · since 2025-06-30