Long-term investor
Wealthcare Capital Management LLC @wealthcarecapitalmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001516450).
Record
- Tracked since 2025-06-30 (434 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days +6.1% · 6 months +7.3% · 1 year +13.7% · all +13.7%
- Max drawdown -1.4% · Sharpe 1.09 · win rate 46% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 36.4% · long · since 2025-06-30
- IEF · 16.5% · long · since 2025-06-30
- STIP · 9.1% · long · since 2025-06-30
- CAOS · 8.9% · long · since 2025-06-30
- VEU · 7.4% · long · since 2025-06-30
- PSLV · 1.8% · long · since 2025-06-30
- UTEN · 1.5% · long · since 2025-06-30
- PHYS · 1.3% · long · since 2025-06-30
- ITOT · 1.3% · long · since 2025-06-30
- BNDX · 1.2% · long · since 2026-03-31
- MUB · 1.2% · long · since 2025-06-30
- IEI · 1.1% · long · since 2025-06-30