Long-term investor
World Equity Group, Inc. @worldequitygroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000878770).
Record
- Tracked since 2025-06-30 (434 days), 426 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months +7.5% · 1 year +16.4% · all +16.4%
- Max drawdown -3.3% · Sharpe 0.86 · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.0% · long · since 2025-06-30
- SPY · 4.2% · long · since 2025-06-30
- 46090E103 · 4.0% · long · since 2025-06-30
- NVDA · 2.8% · long · since 2025-06-30
- MSFT · 2.6% · long · since 2025-06-30
- GLD · 2.3% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- GOOGL · 1.6% · long · since 2025-06-30
- IVV · 1.5% · long · since 2025-06-30
- TSLA · 1.2% · long · since 2025-06-30
- META · 1.2% · long · since 2025-06-30
- PLTR · 1.1% · long · since 2025-06-30