Long-term investor
Mba Advisors LLC @mbaadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001848704).
Record
- Tracked since 2025-06-30 (434 days), 80 trades recorded
- Returns: week n/a · month n/a · 90 days +6.2% · 6 months +8.2% · 1 year +14.6% · all +14.6%
- Max drawdown 0.0% · Sharpe 1.34 · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BIV · 6.5% · long · since 2025-06-30
- IQLT · 5.3% · long · since 2025-06-30
- SCHX · 4.0% · long · since 2025-06-30
- SCHG · 3.9% · long · since 2025-06-30
- DGRW · 3.9% · long · since 2025-06-30
- SCHD · 3.8% · long · since 2025-06-30
- SHY · 3.8% · long · since 2025-06-30
- JEPI · 3.6% · long · since 2025-06-30
- IAU · 3.3% · long · since 2025-06-30
- DFAS · 3.3% · long · since 2025-06-30
- JQUA · 3.3% · long · since 2025-06-30
- IDEV · 3.0% · long · since 2025-06-30