Long-term investor
Northeast Financial Group, Inc. @northeastfinancialgroupi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965773).
Record
- Tracked since 2025-03-31 (525 days), 88 trades recorded
- Returns: week n/a · month n/a · 90 days -0.1% · 6 months -0.1% · 1 year +10.9% · all +10.9%
- Max drawdown -0.9% · Sharpe 0.82 · win rate 41% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHX · 13.6% · long · since 2025-03-31
- SPY · 6.3% · long · since 2025-03-31
- SCHM · 6.2% · long · since 2025-03-31
- SCHG · 5.4% · long · since 2025-03-31
- SCHF · 5.0% · long · since 2025-03-31
- SCHV · 4.2% · long · since 2025-03-31
- USHY · 3.4% · long · since 2025-03-31
- MUB · 3.2% · long · since 2025-03-31
- SCHO · 3.1% · long · since 2025-03-31
- VNQ · 2.9% · long · since 2025-06-30
- VWO · 2.9% · long · since 2025-03-31
- IWM · 2.7% · long · since 2025-03-31