Long-term investor
Forbes Financial Planning, Inc. @forbesfinancialplanningi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911316).
Record
- Tracked since 2025-06-30 (448 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months n/a · 1 year +14.7% · all +14.7%
- Max drawdown n/a · win rate 67% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 9.2% · long · since 2025-06-30
- 316188309 · 8.8% · long · since 2025-06-30
- 92206C409 · 8.6% · long · since 2025-06-30
- 921943858 · 7.5% · long · since 2025-06-30
- 922908611 · 7.0% · long · since 2025-06-30
- 31609A404 · 6.3% · long · since 2025-06-30
- 922908744 · 6.1% · long · since 2025-06-30
- 46434V621 · 6.1% · long · since 2025-06-30
- 922908595 · 5.9% · long · since 2025-12-31
- 78464A375 · 4.5% · long · since 2025-06-30
- 46429B655 · 4.2% · long · since 2025-12-31
- 922908769 · 4.2% · long · since 2025-06-30