Long-term investor
Newport Capital Group, LLC @newportcapitalgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001869032).
Record
- Tracked since 2025-06-30 (434 days), 113 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months +4.8% · 1 year +9.7% · all +9.7%
- Max drawdown -5.9% · Sharpe 0.39 · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IWF · 10.7% · long · since 2025-06-30
- IWD · 10.1% · long · since 2025-06-30
- BND · 8.4% · long · since 2025-06-30
- VGIT · 8.1% · long · since 2025-06-30
- VEA · 7.9% · long · since 2025-06-30
- AJG · 6.6% · long · since 2025-06-30
- IWM · 5.6% · long · since 2025-06-30
- MDY · 4.8% · long · since 2025-06-30
- AGG · 3.0% · long · since 2025-06-30
- JPST · 3.0% · long · since 2025-06-30
- VWO · 2.9% · long · since 2025-06-30
- IEI · 2.5% · long · since 2025-06-30