Long-term investor
Financial Perspectives, Inc. @financialperspectivesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002003287).
Record
- Tracked since 2025-06-30 (470 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days -1.4% · 6 months -1.4% · 1 year -2.2% · all -2.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92204A702 · 6.5% · long · since 2025-06-30
- 921946406 · 5.7% · long · since 2025-06-30
- AAPL · 4.6% · long · since 2025-06-30
- G5960L103 · 4.0% · long · since 2025-06-30
- TSM · 3.8% · long · since 2025-06-30
- 921946794 · 3.4% · long · since 2025-06-30
- 464287309 · 3.4% · long · since 2025-06-30
- MSFT · 3.2% · long · since 2025-06-30
- AVGO · 2.8% · long · since 2025-06-30
- 921908844 · 2.6% · long · since 2025-06-30
- 46429B663 · 2.5% · long · since 2025-06-30
- 921946810 · 2.5% · long · since 2025-06-30