Long-term investor

Dynamic Financial Group @dynamicfinancialgroup

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002061178).

Record

  • Tracked since 2025-06-30 (431 days), 43 trades recorded
  • Returns: week n/a · month n/a · 90 days +3.1% · 6 months +4.7% · 1 year +7.4% · all +7.4%
  • Max drawdown 0.0% · Sharpe 0.68 · win rate 33% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46436E718 · 30.8% · long · since 2025-06-30
  • 47103U845 · 16.3% · long · since 2025-09-30
  • DE · 8.8% · long · since 2025-06-30
  • 464287614 · 5.4% · long · since 2025-06-30
  • VZ · 2.7% · long · since 2025-06-30
  • 464287598 · 2.3% · long · since 2025-06-30
  • 78464A201 · 2.0% · long · since 2025-06-30
  • 46432F842 · 2.0% · long · since 2025-06-30
  • 02072L565 · 1.9% · long · since 2025-12-31
  • 464287481 · 1.3% · long · since 2025-06-30
  • PFE · 1.2% · long · since 2025-06-30
  • AAPL · 1.2% · long · since 2025-06-30

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