Long-term investor
Well Done, LLC @welldonellc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001667132).
Record
- Tracked since 2025-06-30 (434 days), 73 trades recorded
- Returns: week n/a · month n/a · 90 days +10.2% · 6 months +9.1% · 1 year +16.4% · all +16.4%
- Max drawdown -2.1% · Sharpe 0.95 · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 12.5% · long · since 2025-06-30
- BRKA · 11.3% · long · since 2025-06-30
- AVLC · 4.4% · long · since 2025-12-31
- BRK-B · 3.5% · long · since 2025-06-30
- IJH · 3.1% · long · since 2025-06-30
- USMV · 3.0% · long · since 2025-06-30
- QUAL · 2.4% · long · since 2025-06-30
- DFSV · 2.4% · long · since 2025-06-30
- MTUM · 2.3% · long · since 2025-06-30
- BOXX · 2.2% · long · since 2025-06-30
- DFAI · 2.2% · long · since 2025-06-30
- DGRO · 2.2% · long · since 2025-06-30