Long-term investor
My Wealth Management Inc. @mywealthmanagementinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001827845).
Record
- Tracked since 2025-06-30 (434 days), 75 trades recorded
- Returns: week n/a · month n/a · 90 days +17.8% · 6 months +5.3% · 1 year +9.7% · all +9.7%
- Max drawdown -11.2% · Sharpe 0.19 · win rate 50% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ICSH · 11.6% · long · since 2025-06-30
- PTLC · 8.2% · long · since 2025-06-30
- HEGD · 8.1% · long · since 2025-09-30
- PTNQ · 7.7% · long · since 2025-06-30
- VGT · 7.2% · long · since 2025-06-30
- JMST · 5.1% · long · since 2025-06-30
- SPMO · 3.5% · long · since 2026-06-30
- IVV · 3.5% · long · since 2025-06-30
- HYMB · 3.4% · long · since 2025-12-31
- VONG · 3.3% · long · since 2025-12-31
- SPTS · 3.3% · long · since 2025-06-30
- SMB · 3.2% · long · since 2025-06-30