Long-term investor

Capital Research Global Investors @capitalresearchglobalinv

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001422848).

Record

• Tracked since 2023-06-30 (1161 days), 253 trades recorded
• Returns: week — · month — · 90 days +9.4% · 6 months +6.2% · 1 year +12.1% · all +53.1%
• Max drawdown -4.6% · Sharpe 0.86 · win rate 40% · data quality High
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• AVGO · 6.0% · long · since 2023-06-30
• NVDA · 5.7% · long · since 2023-06-30
• MSFT · 4.9% · long · since 2023-06-30
• AMZN · 4.0% · long · since 2023-06-30
• LLY · 3.5% · long · since 2023-06-30
• GOOGL · 3.1% · long · since 2023-06-30
• META · 3.1% · long · since 2023-06-30
• AAPL · 2.4% · long · since 2023-06-30
• AMAT · 2.2% · long · since 2024-06-30
• PM · 2.1% · long · since 2023-06-30
• 02079K107 · 2.1% · long · since 2023-06-30
• 369604301 · 1.6% · long · since 2023-06-30

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Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.