Long-term investor

Retirement Guys Formula LLC @retirementguysformulallc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001933059).

Record

  • Tracked since 2025-06-30 (431 days), 240 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.2% · 6 months +7.3% · 1 year +14.2% · all +14.2%
  • Max drawdown 0.0% · Sharpe 1.19 · win rate 42% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46641Q837 · 5.8% · long · since 2025-06-30
  • 53656F599 · 3.0% · long · since 2025-06-30
  • QQQ · 2.5% · long · since 2025-06-30
  • 922908629 · 2.3% · long · since 2025-06-30
  • AAPL · 2.0% · long · since 2025-06-30
  • 46641Q332 · 1.8% · long · since 2025-06-30
  • 025072604 · 1.7% · long · since 2025-09-30
  • 808524300 · 1.7% · long · since 2025-06-30
  • AMAT · 1.7% · long · since 2025-06-30
  • 72201R585 · 1.7% · long · since 2026-06-30
  • 78462F103 · 1.6% · long · since 2025-06-30
  • JNJ · 1.6% · long · since 2025-06-30

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Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.