Long-term investor
Asset Allocation Strategies LLC @assetallocationstrategie
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001922879).
Record
- Tracked since 2025-06-30 (434 days), 83 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months +10.2% · 1 year +16.7% · all +16.7%
- Max drawdown -0.7% · Sharpe 1.11 · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 7.8% · long · since 2025-06-30
- 46138G698 · 4.5% · long · since 2025-06-30
- 46138G649 · 4.3% · long · since 2025-06-30
- 808524201 · 4.0% · long · since 2025-06-30
- 46090E107 · 3.7% · long · since 2026-06-30
- 808524797 · 3.3% · long · since 2025-06-30
- 808524839 · 3.3% · long · since 2025-06-30
- 464287572 · 3.1% · long · since 2025-06-30
- 921943858 · 3.1% · long · since 2025-06-30
- 808524805 · 3.0% · long · since 2025-06-30
- 808524771 · 2.7% · long · since 2025-06-30
- 921946406 · 2.6% · long · since 2025-06-30
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Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.