Long-term investor
Roi Financial Advisors, LLC @roifinancialadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011633).
Record
- Tracked since 2025-06-30 (446 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +8.8% · 6 months n/a · 1 year +19.1% · all +19.1%
- Max drawdown n/a · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSM · 6.3% · long · since 2025-06-30
- GOOGL · 6.1% · long · since 2025-06-30
- NVDA · 6.0% · long · since 2025-06-30
- AVGO · 6.0% · long · since 2025-06-30
- LLY · 5.9% · long · since 2025-06-30
- AAPL · 5.6% · long · since 2025-06-30
- PANW · 4.6% · long · since 2025-06-30
- COST · 4.2% · long · since 2025-06-30
- AMZN · 4.0% · long · since 2025-06-30
- WMT · 3.3% · long · since 2025-06-30
- GLD · 3.2% · long · since 2025-06-30
- V · 3.1% · long · since 2025-06-30