Long-term investor

Manske Wealth Management @manskewealthmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002095143).

Record

  • Tracked since 2025-03-31 (547 days), 137 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.4% · 6 months +20.5% · 1 year +20.5% · all +19.1%
  • Max drawdown -1.1% · Sharpe 1.20 · win rate 15% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • VTI · 17.5% · long · since 2025-03-31
  • AAPL · 6.8% · long · since 2025-03-31
  • VEA · 4.1% · long · since 2025-03-31
  • GAL · 3.0% · long · since 2025-03-31
  • AMZN · 3.0% · long · since 2025-03-31
  • GOOG · 2.6% · long · since 2025-03-31
  • PGX · 2.0% · long · since 2025-03-31
  • JPME · 2.0% · long · since 2025-03-31
  • JPIB · 1.7% · long · since 2025-03-31
  • SHYG · 1.5% · long · since 2025-03-31
  • MSFT · 1.5% · long · since 2025-03-31
  • SCHZ · 1.4% · long · since 2025-03-31

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