Long-term investor
Financial Alternatives, Inc. @financialalternativesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001967227).
Record
- Tracked since 2025-06-30 (448 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +16.1% · all +16.1%
- Max drawdown n/a · win rate 31% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 18.2% · long · since 2025-06-30
- 25434V203 · 17.0% · long · since 2025-06-30
- 921946885 · 8.4% · long · since 2025-06-30
- 25434V302 · 6.3% · long · since 2025-06-30
- 46641Q332 · 3.6% · long · since 2025-06-30
- 922908553 · 3.3% · long · since 2025-06-30
- IAU · 2.6% · long · since 2025-06-30
- 464288281 · 2.5% · long · since 2025-06-30
- 922908769 · 2.5% · long · since 2025-06-30
- 922042676 · 2.4% · long · since 2025-06-30
- 922908736 · 2.1% · long · since 2025-06-30
- 25434V104 · 1.7% · long · since 2025-06-30