Relaxing Retirement Coach
PensionFiling Date
Global Rank
#6,611
/ 6,897
▼ 23
Top Industry
Drug Manufacturers - General
40.1%
3Y Alpha vs SPY
-7.1%
Period ended 2 years ago
Filed Jul 27, 2023 · 2y
13 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+47.5%
SPY
+76.8%
Annualised alpha
-7.1%
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, 2023Top 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 |
|---|---|---|
| Healthcare | 56.7% | $3,924,942 |
| Consumer Defensive | 12.4% | $856,724 |
| Financial Services | 9.5% | $658,258 |
| Unclassified | 7.7% | $536,767 |
| Energy | 6.2% | $431,438 |
| Basic Materials | 3.9% | $270,185 |
| Technology | 3.6% | $249,020 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| LIN | Linde PLC | +9 | 709 | $270,185 | |
| ABT | Abbott Laboratories | +9 | 8,211 | $895,163 | |
| CVX | Chevron Corp | +9 | 1,301 | $204,712 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo 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 exitedNo qualifying positions this quarter.
1 positions ·
$856,724 total
· Consumer Defensive only
· as of Jun 30, 2023
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 5,646 | $856,724 | 100.00% |