Long-term investor
Samalin Investment Counsel, LLC @samalininvestmentcounsel
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001544366).
Record
- Tracked since 2025-06-30 (441 days), 180 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months n/a · 1 year +12.0% · all +12.0%
- Max drawdown n/a · win rate 38% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 3.4% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- SPY · 2.2% · long · since 2025-06-30
- OUNZ · 2.1% · long · since 2025-06-30
- IWY · 1.7% · long · since 2025-06-30
- DGRO · 1.6% · long · since 2025-06-30
- RSP · 1.6% · long · since 2025-06-30
- NVDA · 1.5% · long · since 2025-06-30
- MSFT · 1.4% · long · since 2025-06-30
- BRK-B · 1.4% · long · since 2025-06-30
- FTEC · 1.3% · long · since 2025-06-30
- ITOT · 1.3% · long · since 2025-06-30