Long-term investor

Sterling Financial Planning, Inc. @sterlingfinancialplannin

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844278).

Record

  • Tracked since 2023-06-30 (1161 days), 111 trades recorded
  • Returns: week — · month — · 90 days +8.2% · 6 months +12.8% · 1 year +20.3% · all +49.1%
  • Max drawdown -3.8% · Sharpe 1.07 · win rate 24% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287705 · 6.3% · long · since 2023-06-30
  • 464287887 · 6.2% · long · since 2023-06-30
  • 464287606 · 5.8% · long · since 2023-06-30
  • 464287309 · 5.5% · long · since 2023-06-30
  • IAU · 4.8% · long · since 2023-06-30
  • 25434V807 · 4.6% · long · since 2023-06-30
  • 921946406 · 3.6% · long · since 2023-06-30
  • 808524771 · 3.5% · long · since 2023-06-30
  • 25434V781 · 3.3% · long · since 2023-06-30
  • 921937819 · 3.2% · long · since 2023-06-30
  • 25434V815 · 3.1% · long · since 2023-06-30
  • 464287879 · 2.7% · long · since 2023-06-30

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