Long-term investor
Retirement Management Systems Inc. @retirementmanagementsyst
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002110516).
Record
- Tracked since 2025-12-31 (261 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +9.0%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYG · 7.6% · long · since 2025-12-31
- HFSI · 6.0% · long · since 2025-12-31
- EVTR · 5.6% · long · since 2025-12-31
- BIV · 5.4% · long · since 2025-12-31
- IDMO · 5.4% · long · since 2025-12-31
- IDEV · 5.3% · long · since 2025-12-31
- FMDE · 4.7% · long · since 2025-12-31
- PVAL · 4.6% · long · since 2025-12-31
- SPY · 4.4% · long · since 2025-12-31
- RECS · 4.4% · long · since 2025-12-31
- MGV · 4.0% · long · since 2025-12-31
- JMEE · 3.6% · long · since 2025-12-31