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 (431 days), 20 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.2% · 6 months +5.4% · 1 year +13.8% · all +13.8%
  • Max drawdown -4.9% · Sharpe 0.64 · win rate 49% · 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
  • MDT · 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

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