Long-term investor

Kaizen Financial Strategies @kaizenfinancialstrategie

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001842013).

Record

  • Tracked since 2025-06-30 (431 days), 158 trades recorded
  • Returns: week n/a · month n/a · 90 days +5.4% · 6 months +8.3% · 1 year +18.4% · all +18.4%
  • Max drawdown 0.0% · Sharpe 1.48 · win rate 24% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 92189F676 · 9.8% · long · since 2025-06-30
  • 78462F103 · 8.3% · long · since 2025-06-30
  • 808524300 · 5.8% · long · since 2025-06-30
  • AAPL · 5.3% · long · since 2025-06-30
  • 14020W106 · 4.2% · long · since 2025-06-30
  • CAT · 4.0% · long · since 2025-06-30
  • NVDA · 3.2% · long · since 2025-06-30
  • 922020748 · 2.8% · long · since 2025-06-30
  • 808524698 · 2.7% · long · since 2025-06-30
  • 02079K107 · 2.6% · long · since 2025-06-30
  • 464287655 · 2.5% · long · since 2025-06-30
  • 46641Q134 · 2.2% · long · since 2025-06-30

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