Long-term investor
World Investment Advisors @worldinvestmentadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001652594).
Record
- Tracked since 2025-06-30 (434 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days +1.1% · 6 months -0.8% · 1 year +5.2% · all +5.2%
- Max drawdown -8.6% · Sharpe -0.00 · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.3% · long · since 2025-06-30
- VOO · 2.4% · long · since 2025-06-30
- MSFT · 1.6% · long · since 2025-06-30
- BSV · 1.5% · long · since 2025-06-30
- SPYM · 1.5% · long · since 2025-06-30
- IVV · 1.4% · long · since 2025-06-30
- GOOGL · 1.3% · long · since 2025-06-30
- NVDA · 1.2% · long · since 2025-06-30
- AMZN · 1.2% · long · since 2025-06-30
- JPM · 1.2% · long · since 2025-06-30
- BIV · 1.0% · long · since 2025-06-30
- SCHV · 1.0% · long · since 2025-06-30