Long-term investor
Personal Cfo Solutions, LLC @personalcfosolutionsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001677501).
Record
- Tracked since 2025-06-30 (434 days), 187 trades recorded
- Returns: week n/a · month n/a · 90 days +7.1% · 6 months +7.8% · 1 year +14.8% · all +14.8%
- Max drawdown -1.8% · Sharpe 1.06 · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CB · 9.9% · long · since 2025-06-30
- AAPL · 6.2% · long · since 2025-06-30
- GOOG · 2.9% · long · since 2025-06-30
- BALT · 2.8% · long · since 2026-03-31
- NVDA · 2.7% · long · since 2025-06-30
- AMZN · 2.2% · long · since 2025-06-30
- EFA · 2.1% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- GOOGL · 1.9% · long · since 2025-06-30
- TMB · 1.7% · long · since 2025-12-31
- ITT · 1.7% · long · since 2025-06-30
- IWF · 1.4% · long · since 2025-06-30