Long-term investor
Matthew Goff Investment Advisor, LLC @matthewgoffinvestmentadv
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000935359).
Record
- Tracked since 2025-06-30 (434 days), 119 trades recorded
- Returns: week n/a · month n/a · 90 days +10.3% · 6 months +7.4% · 1 year +15.3% · all +15.3%
- Max drawdown -5.1% · Sharpe 0.73 · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 7.3% · long · since 2025-06-30
- GOOG · 7.0% · long · since 2025-06-30
- MSFT · 6.9% · long · since 2025-06-30
- BNY · 6.1% · long · since 2025-06-30
- BAC · 4.4% · long · since 2025-06-30
- INTC · 3.9% · long · since 2025-06-30
- V · 3.8% · long · since 2025-06-30
- SHYG · 3.5% · long · since 2025-06-30
- IVE · 3.1% · long · since 2025-06-30
- JPST · 2.9% · long · since 2025-06-30
- AXP · 2.8% · long · since 2025-06-30
- RSP · 2.5% · long · since 2025-06-30