Long-term investor
Aspen Investment Management Inc. @aspeninvestmentmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001541596).
Record
- Tracked since 2025-06-30 (441 days), 128 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months n/a · 1 year +14.2% · all +14.2%
- Max drawdown n/a · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 6.7% · long · since 2025-06-30
- RSP · 3.8% · long · since 2025-06-30
- IWM · 3.3% · long · since 2025-06-30
- IEFA · 2.8% · long · since 2025-06-30
- AAPL · 2.7% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-06-30
- IGIB · 2.3% · long · since 2025-06-30
- IGSB · 2.2% · long · since 2025-06-30
- GLW · 2.1% · long · since 2025-06-30
- GOOGL · 2.0% · long · since 2025-06-30
- GS · 1.9% · long · since 2025-06-30
- VIG · 1.9% · long · since 2025-06-30