Long-term investor
Twelve Points Wealth Management LLC @twelvepointswealthmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001877090).
Record
- Tracked since 2025-06-30 (434 days), 102 trades recorded
- Returns: week n/a · month n/a · 90 days +4.8% · 6 months +8.7% · 1 year +14.9% · all +14.9%
- Max drawdown -1.3% · Sharpe 1.29 · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78468R663 · 7.0% · long · since 2025-06-30
- 464287572 · 6.5% · long · since 2025-06-30
- 92189F486 · 5.7% · long · since 2025-06-30
- 46436E718 · 3.8% · long · since 2025-06-30
- 78467V608 · 3.7% · long · since 2025-06-30
- ASA · 3.4% · long · since 2025-06-30
- 46434V621 · 3.1% · long · since 2025-06-30
- 922020805 · 3.1% · long · since 2025-06-30
- 922042775 · 3.0% · long · since 2025-06-30
- 33739E108 · 2.8% · long · since 2025-06-30
- 46431W705 · 2.3% · long · since 2025-06-30
- 46434V407 · 2.3% · long · since 2025-06-30
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