Long-term investor
Successful Portfolios LLC @successfulportfoliosllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001721780).
Record
- Tracked since 2025-06-30 (434 days), 99 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months +8.3% · 1 year +16.2% · all +16.2%
- Max drawdown -3.5% · Sharpe 0.88 · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 5.1% · long · since 2025-06-30
- BSV · 4.4% · long · since 2025-06-30
- SPY · 4.4% · long · since 2025-06-30
- VTI · 3.5% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- XLK · 2.8% · long · since 2025-06-30
- SCHB · 2.8% · long · since 2025-06-30
- NVDA · 2.7% · long · since 2025-06-30
- WMT · 2.7% · long · since 2025-06-30
- SCHO · 2.6% · long · since 2025-06-30
- MU · 2.3% · long · since 2025-06-30
- AMD · 2.1% · long · since 2025-06-30