Long-term investor
Clear Investment Research, LLC @clearinvestmentresearchl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001635523).
Record
- Tracked since 2025-06-30 (441 days), 294 trades recorded
- Returns: week n/a · month n/a · 90 days +9.9% · 6 months n/a · 1 year +11.4% · all +11.4%
- Max drawdown n/a · win rate 57% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 13.3% · long · since 2025-06-30
- EDV · 8.1% · long · since 2025-06-30
- FBND · 7.0% · long · since 2025-06-30
- SCHX · 5.2% · long · since 2025-06-30
- LLY · 5.1% · long · since 2025-06-30
- GPK · 3.1% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- SPMD · 2.8% · long · since 2025-06-30
- ANGL · 2.7% · long · since 2025-06-30
- VEA · 2.6% · long · since 2025-06-30
- FBCG · 2.6% · long · since 2025-06-30
- IJH · 2.5% · long · since 2025-06-30