Long-term investor
Valued Retirements, Inc. @valuedretirementsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002044874).
Record
- Tracked since 2025-06-30 (448 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months n/a · 1 year +21.1% · all +21.1%
- Max drawdown n/a · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 5.9% · long · since 2025-06-30
- 922908363 · 5.4% · long · since 2025-06-30
- 25434V807 · 5.3% · long · since 2025-06-30
- 316092840 · 4.9% · long · since 2025-06-30
- XOM · 4.7% · long · since 2025-06-30
- 46432F388 · 4.5% · long · since 2026-03-31
- 85207H104 · 4.0% · long · since 2025-06-30
- AAPL · 3.7% · long · since 2025-06-30
- 46138G664 · 3.1% · long · since 2025-06-30
- 464289438 · 2.9% · long · since 2025-06-30
- 46137V357 · 2.5% · long · since 2025-06-30
- 46138G649 · 2.4% · long · since 2025-06-30