Long-term investor
Rw Investment Management LLC @rwinvestmentmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001631627).
Record
- Tracked since 2025-03-31 (525 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months +11.1% · 1 year +17.1% · all +24.7%
- Max drawdown 0.0% · Sharpe 2.54 · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 15.0% · long · since 2025-03-31
- DFIC · 13.8% · long · since 2025-03-31
- AVUV · 9.9% · long · since 2025-03-31
- DUHP · 9.7% · long · since 2025-03-31
- BSV · 9.6% · long · since 2025-03-31
- VCSH · 9.2% · long · since 2025-03-31
- DFEM · 7.0% · long · since 2025-03-31
- DFCF · 4.7% · long · since 2025-03-31
- DFAT · 4.6% · long · since 2025-03-31
- DFUV · 2.8% · long · since 2025-03-31
- MU · 1.2% · long · since 2025-03-31
- VOO · 0.8% · long · since 2025-03-31