Long-term investor

Portside Wealth Group, LLC @portsidewealthgroupllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001978608).

Record

  • Tracked since 2025-06-30 (431 days), 167 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.1% · 6 months +4.4% · 1 year +9.6% · all +9.6%
  • Max drawdown -3.4% · Sharpe 0.46 · win rate 28% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78468R663 · 5.3% · long · since 2025-06-30
  • 78464A409 · 3.2% · long · since 2025-06-30
  • NVDA · 3.2% · long · since 2025-06-30
  • 78463X889 · 2.5% · long · since 2025-06-30
  • GOOGL · 2.0% · long · since 2025-06-30
  • MSFT · 1.9% · long · since 2025-06-30
  • AAPL · 1.9% · long · since 2025-06-30
  • 78464A508 · 1.8% · long · since 2025-06-30
  • AMZN · 1.7% · long · since 2025-06-30
  • TSLA · 1.3% · long · since 2025-06-30
  • 02079K107 · 1.2% · long · since 2025-06-30
  • 78468R853 · 1.1% · long · since 2025-06-30

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