Long-term investor

Formidable Asset Management, LLC @formidableassetmanagemen

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001592613).

Record

• Tracked since 2023-06-30 (1161 days), 454 trades recorded
• Returns: week — · month — · 90 days -3.0% · 6 months +4.8% · 1 year +9.7% · all +21.5%
• Max drawdown -4.3% · Sharpe 0.24 · win rate 28% · data quality High
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• AAPL · 7.2% · long · since 2023-06-30
• PG · 5.8% · long · since 2023-06-30
• NVDA · 3.9% · long · since 2023-06-30
• 26923N504 · 3.0% · long · since 2023-06-30
• 26923N306 · 2.8% · long · since 2023-06-30
• MSFT · 2.8% · long · since 2023-06-30
• META · 2.3% · long · since 2023-06-30
• 02079K107 · 1.9% · long · since 2023-06-30
• LLY · 1.7% · long · since 2023-06-30
• AMZN · 1.4% · long · since 2023-06-30
• JPM · 1.3% · long · since 2023-06-30
• TSLA · 1.2% · long · since 2023-06-30

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