Long-term investor
Portland Financial Advisors Inc. @portlandfinancialadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002054942).
Record
- Tracked since 2025-06-30 (434 days), 45 trades recorded
- Returns: week n/a · month n/a · 90 days +5.7% · 6 months +6.3% · 1 year +11.3% · all +11.3%
- Max drawdown -0.1% · Sharpe 0.94 · win rate 75% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908629 · 4.9% · long · since 2025-06-30
- 97717Y527 · 4.7% · long · since 2025-06-30
- 46429B747 · 4.3% · long · since 2025-06-30
- OHI · 4.2% · long · since 2025-06-30
- SPY · 4.0% · long · since 2025-06-30
- 921946406 · 3.2% · long · since 2025-06-30
- 78464A474 · 3.1% · long · since 2025-06-30
- 464286525 · 2.5% · long · since 2025-06-30
- 78468R200 · 2.4% · long · since 2025-06-30
- 464287200 · 2.4% · long · since 2025-06-30
- 78463X509 · 2.2% · long · since 2025-06-30
- 78468R804 · 1.8% · long · since 2025-06-30
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