Long-term investor
Winch Advisory Services, LLC @winchadvisoryservicesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001585822).
Record
- Tracked since 2025-06-30 (434 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days +6.4% · 6 months +5.0% · 1 year +11.7% · all +11.7%
- Max drawdown -3.4% · Sharpe 0.67 · win rate 39% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPTM · 11.3% · long · since 2025-06-30
- NVDA · 7.8% · long · since 2025-06-30
- AAPL · 6.3% · long · since 2025-06-30
- VGSH · 6.1% · long · since 2025-06-30
- VCIT · 5.6% · long · since 2025-06-30
- BIL · 4.7% · long · since 2025-06-30
- CGMS · 4.5% · long · since 2025-06-30
- GOOG · 4.3% · long · since 2025-06-30
- AMZN · 3.9% · long · since 2025-06-30
- MSFT · 3.2% · long · since 2025-06-30
- BRK-B · 2.6% · long · since 2025-06-30
- GBIL · 2.5% · long · since 2025-06-30