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Home > Institutional Investor > Lifetime Wealth Management P.c. > Profile

Instuitional Investor - Lifetime Wealth Management P.c.

Fund Profile
Filing Period:
Fund Name: Lifetime Wealth Management P.c.
Portfolio Value $166,155,024
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - BRAZIL SM-CP ETF
 941,370 $12,530,863 7.54%
2.
Petrobras - Petroleo Brasileiro Sa
 PBR 628,883 $11,942,488 7.19%
3.
Joint Stock Co Kaspi.kz
 KSPI 108,976 $10,250,283 6.17%
4.
Canadian Natural Resources Ltd
 CNQ 172,311 $8,110,679 4.88%
5.
Spdr Series Trust - ST STR BLO 1 ETF
 80,280 $7,356,853 4.43%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.