Long-term investor
Richwood Investment Advisors, LLC @richwoodinvestmentadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911900).
Record
- Tracked since 2025-06-30 (434 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months +12.9% · 1 year +18.9% · all +18.9%
- Max drawdown -6.1% · Sharpe 0.88 · win rate 38% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 20.6% · long · since 2025-06-30
- IJR · 7.5% · long · since 2025-06-30
- IJH · 7.1% · long · since 2025-06-30
- LLY · 5.4% · long · since 2025-06-30
- EFA · 2.8% · long · since 2025-06-30
- CAT · 2.5% · long · since 2025-06-30
- V · 2.5% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- NOW · 1.7% · long · since 2025-06-30
- MA · 1.4% · long · since 2025-06-30
- NOC · 1.4% · long · since 2025-06-30
- COST · 1.2% · long · since 2025-06-30