Long-term investor
Strategic Investment Advisors / Mi @strategicinvestmentadvis
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001760540).
Record
- Tracked since 2025-06-30 (434 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months +4.3% · 1 year +15.5% · all +15.5%
- Max drawdown -3.9% · Sharpe 0.73 · win rate 10% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 13.0% · long · since 2025-06-30
- MGK · 6.3% · long · since 2025-06-30
- IEFA · 5.6% · long · since 2025-06-30
- VUG · 4.7% · long · since 2025-06-30
- VEA · 4.5% · long · since 2025-06-30
- MGV · 4.4% · long · since 2025-06-30
- VTV · 3.4% · long · since 2025-06-30
- IEMG · 3.1% · long · since 2025-06-30
- SHY · 2.3% · long · since 2025-06-30
- BIL · 2.0% · long · since 2025-06-30
- VXF · 1.8% · long · since 2025-06-30
- AAPL · 1.7% · long · since 2025-06-30