Long-term investor
Waterfront Wealth Inc. @waterfrontwealthinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001775210).
Record
- Tracked since 2025-06-30 (434 days), 111 trades recorded
- Returns: week n/a · month n/a · 90 days +9.5% · 6 months +10.2% · 1 year +16.8% · all +16.8%
- Max drawdown -5.4% · Sharpe 0.85 · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 2.6% · long · since 2025-06-30
- BRK-B · 2.4% · long · since 2025-06-30
- SGOV · 2.3% · long · since 2025-06-30
- AVUV · 2.1% · long · since 2025-06-30
- CSM · 1.9% · long · since 2025-06-30
- DFAC · 1.8% · long · since 2025-06-30
- VOO · 1.7% · long · since 2025-06-30
- DFAS · 1.6% · long · since 2025-06-30
- XBGYX · 1.6% · long · since 2025-06-30
- GOOGL · 1.6% · long · since 2025-06-30
- AVLC · 1.5% · long · since 2025-06-30
- ADX · 1.4% · long · since 2025-06-30