Long-term investor

&partners @partners

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000107136).

Record

  • Tracked since 2023-06-30 (1161 days), 481 trades recorded
  • Returns: week — · month — · 90 days +7.9% · 6 months +7.4% · 1 year +13.2% · all +43.0%
  • Max drawdown -3.6% · Sharpe 0.83 · win rate 26% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 3.5% · long · since 2023-06-30
  • 464287200 · 2.9% · long · since 2023-06-30
  • 464287507 · 2.6% · long · since 2023-06-30
  • NVDA · 2.5% · long · since 2023-06-30
  • MSFT · 2.3% · long · since 2023-06-30
  • 464287226 · 1.7% · long · since 2023-06-30
  • 25434V203 · 1.7% · long · since 2024-03-31
  • AVGO · 1.5% · long · since 2023-12-31
  • GOOGL · 1.4% · long · since 2023-06-30
  • 46432F842 · 1.4% · long · since 2023-12-31
  • AMZN · 1.3% · long · since 2023-06-30
  • JPM · 1.3% · long · since 2023-06-30

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Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.