Long-term investor

Optivise Advisory Services LLC @optiviseadvisoryservices

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002042876).

Record

  • Tracked since 2025-06-30 (431 days), 347 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.5% · 6 months +7.0% · 1 year +13.4% · all +13.4%
  • Max drawdown -2.8% · Sharpe 0.78 · win rate 29% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 66538R748 · 3.5% · long · since 2025-06-30
  • 46434V860 · 3.4% · long · since 2025-06-30
  • 66538R730 · 3.3% · long · since 2025-06-30
  • 09290C103 · 2.6% · long · since 2025-06-30
  • 922042742 · 2.5% · long · since 2026-06-30
  • 78462F103 · 2.3% · long · since 2025-06-30
  • 464287200 · 2.2% · long · since 2025-06-30
  • 78464A359 · 2.0% · long · since 2025-06-30
  • 46431W507 · 1.9% · long · since 2025-09-30
  • 33740F755 · 1.7% · long · since 2025-09-30
  • NVDA · 1.7% · long · since 2025-06-30
  • 09290C855 · 1.7% · long · since 2026-06-30

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