Long-term investor
Werba Rubin Papier Wealth Management @werbarubinpapierwealthma
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001971029).
Record
- Tracked since 2025-06-30 (434 days), 209 trades recorded
- Returns: week n/a · month n/a · 90 days +8.5% · 6 months +7.3% · 1 year +14.5% · all +14.5%
- Max drawdown -2.3% · Sharpe 0.88 · win rate 41% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVUS · 11.9% · long · since 2025-06-30
- AVDE · 9.5% · long · since 2025-06-30
- AVUV · 6.7% · long · since 2025-06-30
- AVDV · 4.2% · long · since 2025-06-30
- AAPL · 4.1% · long · since 2025-06-30
- BND · 3.8% · long · since 2025-06-30
- VTV · 3.2% · long · since 2025-06-30
- VUG · 3.1% · long · since 2025-06-30
- NVDA · 2.8% · long · since 2025-06-30
- AVEM · 2.5% · long · since 2025-06-30
- IEF · 2.0% · long · since 2025-06-30
- SCHQ · 1.8% · long · since 2025-06-30