Long-term investor

Lfa - Lugano Financial Advisors SA @lfaluganofinancialadviso

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001737871).

Record

  • Tracked since 2025-06-30 (446 days), 72 trades recorded
  • Returns: week n/a · month n/a · 90 days +4.3% · 6 months n/a · 1 year +10.3% · all +10.3%
  • Max drawdown n/a · win rate 28% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78462F103 · 22.6% · long · since 2025-06-30
  • 808524730 · 7.8% · long · since 2025-09-30
  • GLD · 4.9% · long · since 2025-06-30
  • 464288638 · 3.4% · long · since 2025-06-30
  • 92206C409 · 3.1% · long · since 2025-06-30
  • 921946885 · 2.9% · long · since 2025-06-30
  • 921910725 · 2.6% · long · since 2025-12-31
  • 45409B107 · 2.2% · long · since 2025-06-30
  • 33739P103 · 2.2% · long · since 2025-06-30
  • 464288653 · 2.0% · long · since 2025-06-30
  • 78468R408 · 2.0% · long · since 2025-06-30
  • 46436E205 · 2.0% · long · since 2025-06-30

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