Long-term investor

Joel Isaacson & Co., LLC @joelisaacsoncollc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001599330).

Record

  • Tracked since 2023-06-30 (1161 days), 38 trades recorded
  • Returns: week — · month — · 90 days +10.8% · 6 months +11.1% · 1 year +20.6% · all +53.2%
  • Max drawdown -4.1% · Sharpe 0.99 · win rate 32% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A763 · 12.7% · long · since 2023-06-30
  • 921908844 · 9.4% · long · since 2023-06-30
  • 922908769 · 5.7% · long · since 2023-06-30
  • GOOGL · 5.3% · long · since 2023-06-30
  • 02079K107 · 5.0% · long · since 2023-06-30
  • 921946406 · 4.8% · long · since 2023-06-30
  • 922908629 · 4.5% · long · since 2023-06-30
  • AAPL · 3.8% · long · since 2023-06-30
  • 78462F103 · 2.9% · long · since 2023-06-30
  • 921932505 · 2.2% · long · since 2023-06-30
  • 922908751 · 1.9% · long · since 2023-06-30
  • 464287606 · 1.7% · long · since 2023-06-30

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