Long-term investor
Valeo Financial Advisors, LLC @valeofinancialadvisorsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001722641).
Record
- Tracked since 2025-06-30 (434 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days +10.9% · 6 months +9.3% · 1 year +17.6% · all +17.6%
- Max drawdown -2.6% · Sharpe 0.96 · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 14.4% · long · since 2025-06-30
- IJR · 5.9% · long · since 2025-06-30
- IEMG · 5.2% · long · since 2025-06-30
- IJH · 5.0% · long · since 2025-06-30
- IVV · 3.9% · long · since 2025-06-30
- PLD · 3.5% · long · since 2025-06-30
- LLY · 3.3% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- JCPB · 2.9% · long · since 2025-06-30
- RSP · 2.6% · long · since 2025-06-30
- NVDA · 2.1% · long · since 2025-06-30
- VGIT · 2.0% · long · since 2025-06-30