Long-term investor
Smi Advisory Services, LLC @smiadvisoryservicesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001609008).
Record
- Tracked since 2025-06-30 (434 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days +6.1% · 6 months +8.8% · 1 year +15.1% · all +15.1%
- Max drawdown -0.7% · Sharpe 1.36 · win rate 48% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 26923N397 · 36.6% · long · since 2025-06-30
- 26923N512 · 11.0% · long · since 2025-06-30
- 464287598 · 10.2% · long · since 2025-12-31
- 46434G764 · 4.5% · long · since 2026-03-31
- 464288521 · 4.1% · long · since 2026-06-30
- 301471108 · 3.7% · long · since 2025-12-31
- 664925880 · 3.5% · long · since 2025-12-31
- 78464A862 · 3.3% · long · since 2026-06-30
- 33737J174 · 3.2% · long · since 2025-12-31
- 464287200 · 3.0% · long · since 2025-06-30
- 808524805 · 2.3% · long · since 2026-03-31
- 81369Y803 · 2.1% · long · since 2025-09-30
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