Long-term investor
Commonwealth Retirement Investments LLC @commonwealthretirementin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001963787).
Record
- Tracked since 2025-06-30 (434 days), 121 trades recorded
- Returns: week n/a · month n/a · 90 days +7.0% · 6 months +10.9% · 1 year +19.2% · all +19.2%
- Max drawdown 0.0% · Sharpe 1.80 · win rate 2% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 7.5% · long · since 2025-06-30
- ABBV · 3.8% · long · since 2025-06-30
- JNJ · 3.6% · long · since 2025-06-30
- MSFT · 3.5% · long · since 2025-06-30
- MRK · 2.9% · long · since 2025-06-30
- 464287200 · 2.7% · long · since 2025-06-30
- PG · 2.7% · long · since 2025-06-30
- HD · 2.6% · long · since 2025-06-30
- CVX · 2.6% · long · since 2025-06-30
- 921937835 · 2.3% · long · since 2025-06-30
- 512807306 · 2.3% · long · since 2025-06-30
- PEP · 2.1% · long · since 2025-06-30
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