Long-term investor
Planning Alternatives LTD /Adv @planningalternativesltda
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000712011).
Record
- Tracked since 2025-06-30 (450 days), 15 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +1.5% · 1 year n/a · all -0.4%
- Max drawdown n/a · win rate 45% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 33.4% · long · since 2025-06-30
- 46138E339 · 13.0% · long · since 2025-06-30
- 464287507 · 10.8% · long · since 2025-06-30
- 921943858 · 9.6% · long · since 2025-06-30
- 464287804 · 5.6% · long · since 2025-06-30
- 46138E222 · 3.3% · long · since 2026-03-31
- 19762B202 · 2.2% · long · since 2025-06-30
- AAPL · 2.1% · long · since 2025-06-30
- 922908736 · 2.0% · long · since 2025-06-30
- 808524805 · 2.0% · long · since 2025-06-30
- 78462F103 · 1.3% · long · since 2025-06-30
- 922908744 · 1.0% · long · since 2025-06-30