Long-term investor

Lifetime Wealth Management P.c. @lifetimewealthmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002116339).

Record

  • Tracked since 2025-12-31 (257 days), 243 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -2.3%
  • Max drawdown n/a · win rate 0% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • EWZS · 6.3% · long · since 2026-03-31
  • KSPI · 6.0% · long · since 2026-03-31
  • PBRA · 5.6% · long · since 2026-03-31
  • BIL · 5.5% · long · since 2026-03-31
  • VALE · 4.5% · long · since 2026-03-31
  • CNQ · 4.2% · long · since 2026-03-31
  • 46090E103 · 3.6% · long · since 2025-12-31
  • PHYS · 3.3% · long · since 2026-03-31
  • SFM · 3.1% · long · since 2026-03-31
  • LEMB · 2.8% · long · since 2026-03-31
  • BTI · 2.5% · long · since 2026-03-31
  • P31076105 · 2.5% · long · since 2026-03-31

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