Long-term investor

Goldstein Advisors, LLC @goldsteinadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001963807).

Record

  • Tracked since 2025-06-30 (431 days), 43 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.6% · 6 months +11.9% · 1 year +19.1% · all +19.1%
  • Max drawdown -1.8% · Sharpe 1.03 · win rate 32% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287150 · 18.7% · long · since 2025-06-30
  • 381430503 · 8.1% · long · since 2025-06-30
  • 09290C764 · 6.6% · long · since 2026-03-31
  • 46654Q609 · 6.3% · long · since 2025-06-30
  • 92647X830 · 5.1% · long · since 2025-06-30
  • 92647X863 · 3.6% · long · since 2025-06-30
  • 53700T827 · 3.0% · long · since 2025-06-30
  • 72201R775 · 2.7% · long · since 2025-06-30
  • 015564503 · 2.7% · long · since 2025-09-30
  • 09290C806 · 2.6% · long · since 2025-06-30
  • 09290C855 · 2.2% · long · since 2026-03-31
  • 46138E339 · 2.1% · long · since 2025-06-30

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.