Relaxing Retirement Coach

Pension

CIK

1728449

Location

WELLESLEY, MA

Portfolio Value

Micro $6,927,334

Diversification

Diversified

Filing Date

Global Rank

#6,610 / 6,897 ▼ 26

Top Industry

Drug Manufacturers - General 40.1%

3Y Alpha vs SPY

-6.5%

Period ended 2 years ago

Filed Jul 27, 2023 · 2y

13 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+49.6%

SPY

+76.5%

Annualised alpha

-6.5%

Max drawdown

−13.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Jun 30, 2023 · Δ vs Mar 31, 2023

Top Position

16.0%

−4.5 pts

Top 5

59.4%

−4.1 pts

Top 10

87.2%

−2.2 pts

HHI

948

Diversified−135

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2023

Sector	% Portfolio	Value	Positions
Healthcare	56.7%	$3,924,942	6
Consumer Defensive	12.4%	$856,724	1
Financial Services	9.5%	$658,258	2
Unclassified	7.7%	$536,767	1
Energy	6.2%	$431,438	2
Basic Materials	3.9%	$270,185	1
Technology	3.6%	$249,020	1

Last Quarter's Activity

Export CSV

Jun 30, 2023 vs Mar 31, 2023

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
LLY	ELI LILLY & Co	+157	1,245	$583,880
XOM	Exxon Mobil Corp	+93	2,114	$226,726
MRK	Merck & Co., Inc.	+52	5,788	$667,877
ABBV	AbbVie Inc.	+28	8,230	$1,108,827
PG	PROCTER & GAMBLE Co	+15	5,646	$856,724
TRV	Travelers Companies, Inc.	+12	1,612	$279,939
CVX	Chevron Corp	+9	1,301	$204,712
ABT	Abbott Laboratories	+9	8,211	$895,163
LIN	Linde PLC	+9	709	$270,185
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
BIIB	Biogen Inc.	718	$204,522
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $6,927,334 total · as of Jun 30, 2023

All sectors Basic Materials Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ABBV	AbbVie Inc. Healthcare	Added	8,230	+28	$1,108,827	−15.2%	16.01%
ABT	Abbott Laboratories Healthcare	Added	8,211	+9	$895,163	+7.8%	12.92%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,646	+15	$856,724	+2.3%	12.37%
MRK	Merck & Co., Inc. Healthcare	Added	5,788	+52	$667,877	+9.4%	9.64%
LLY	ELI LILLY & Co Healthcare	Added	1,245	+157	$583,880	+56.3%	8.43%
QQQ	Invesco Qqq Trust, Series 1	Held	1,453	0	$536,767	+15.1%	7.75%
CI	Cigna Group Healthcare	Held	1,656	0	$464,673	+9.8%	6.71%
MCO	Moodys Corp /De/ Financial Services	Held	1,088	0	$378,319	+13.6%	5.46%
TRV	Travelers Companies, Inc. Financial Services	Added	1,612	+12	$279,939	+2.1%	4.04%
LIN	Linde PLC Basic Materials	Added	709	+9	$270,185	+8.6%	3.90%
IBM	International Business Machines Corp Technology	Held	1,861	0	$249,020	+2.1%	3.59%
XOM	Exxon Mobil Corp Energy	Added	2,114	+93	$226,726	+2.3%	3.27%
CVX	Chevron Corp Energy	Added	1,301	+9	$204,712	−2.9%	2.96%
BIIB	Biogen Inc. Healthcare	NEW	718	NEW	$204,522	NEW	2.95%