Long-term investor
Values Added Financial LLC @valuesaddedfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001973921).
Record
- Tracked since 2025-06-30 (434 days), 72 trades recorded
- Returns: week n/a · month n/a · 90 days +10.4% · 6 months +10.6% · 1 year +17.3% · all +17.3%
- Max drawdown -1.8% · Sharpe 1.07 · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPDW · 8.4% · long · since 2025-06-30
- IAGG · 7.2% · long · since 2025-06-30
- VEA · 4.7% · long · since 2025-06-30
- BND · 4.5% · long · since 2025-06-30
- AAPL · 3.7% · long · since 2025-06-30
- SPEM · 3.6% · long · since 2025-06-30
- DMXF · 3.3% · long · since 2025-06-30
- SPYM · 3.2% · long · since 2025-06-30
- SPAB · 2.9% · long · since 2025-06-30
- VOTE · 2.7% · long · since 2025-06-30
- SCHA · 2.2% · long · since 2025-06-30
- SPTM · 2.2% · long · since 2025-06-30