Long-term investor
Financial Gravity Companies, Inc. @financialgravitycompanie
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001377167).
Record
- Tracked since 2018-12-31 (2807 days), 432 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +6.1% · all +5.4%
- Max drawdown -1.7% · Sharpe -1.21 · win rate 8% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IAGG · 5.3% · long · since 2018-12-31
- HYLB · 4.6% · long · since 2024-09-30
- SPSM · 3.9% · long · since 2024-09-30
- SHYG · 3.9% · long · since 2018-12-31
- EPS · 3.8% · long · since 2024-09-30
- SPMD · 3.4% · long · since 2024-09-30
- HYDW · 3.2% · long · since 2024-09-30
- SPYG · 3.2% · long · since 2018-12-31
- SPIB · 3.1% · long · since 2024-09-30
- STIP · 3.1% · long · since 2018-12-31
- SPEM · 2.6% · long · since 2024-09-30
- SPYD · 2.5% · long · since 2024-09-30