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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 $171,314,803
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - BRAZIL SM-CP ETF
 827,834 $10,745,292 6.27%
2.
Joint Stock Co Kaspi.kz
 KSPI 117,826 $10,208,445 5.96%
3.
Petrobras - Petroleo Brasileiro Sa
 PBR 652,933 $9,558,939 5.58%
4.
Spdr Series Trust - ST STR BLO 1 ETF
 102,627 $9,404,740 5.49%
5.
Vale S.a.
 VALE 509,278 $7,659,541 4.47%
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.