- Sequoia Financial Advisors Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | Apr 23, 2025 | |
| Total Stocks | 1352 | |
| Portfolio Value | $12.93B |
Sequoia Financial Advisors Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 1.8 years | Style | Average duration positions are maintained |
| Position Count | 729 | Style | Number of active positions in portfolio |
| Position Size | 0.2% | Risk | Typical allocation per position |
| Win Rate | 60.7% | Performance | Percentage of profitable positions |
| Average Return | 23.9% | Performance | Mean return across positions |
| Sharpe Ratio | 0.16 | Performance | Return per unit of risk taken |
Investment Case Study: VANGUARD INDEX FDS (VTI)
3/31/2015 - 8/6/2025
Performance Metrics
Total Return: 138,983.84%
Holding Period: 3781 days
Max Position Size: $950,571,595.00
Position Weight: 10.06%
Key Events
3/31/2015: ENTRY(2,078.00 shares) @ $0.11
9/30/2015: DECREASE(-42.00 shares) @ $0.10
9/30/2016: INCREASE(420,902.00 shares) @ $0.11
12/31/2016: INCREASE(61,420.00 shares) @ $0.12
3/31/2017: INCREASE(73,067.00 shares) @ $0.12
6/30/2017: INCREASE(18,879.00 shares) @ $0.12
9/30/2017: INCREASE(31,081.00 shares) @ $0.13
12/31/2017: DECREASE(-29,248.00 shares) @ $0.14
3/31/2018: INCREASE(37,970.00 shares) @ $0.14
6/30/2018: INCREASE(7,915.00 shares) @ $0.14
9/30/2018: DECREASE(-49,407.00 shares) @ $0.15
12/31/2018: INCREASE(83,619.00 shares) @ $0.13
3/31/2019: INCREASE(247,950.00 shares) @ $0.14
6/30/2019: INCREASE(83,977.00 shares) @ $0.15
9/30/2019: INCREASE(184,238.00 shares) @ $0.15
12/31/2019: INCREASE(82,511.00 shares) @ $0.16
3/31/2020: INCREASE(217,185.00 shares) @ $0.13
6/30/2020: DECREASE(-1,474,095.00 shares)
9/30/2020: INCREASE(1,649,636.00 shares) @ $0.17
12/31/2020: INCREASE(61,818.00 shares) @ $0.19
3/31/2021: INCREASE(106,518.00 shares) @ $0.21
6/30/2021: DECREASE(-76,519.00 shares) @ $0.22
9/30/2021: DECREASE(-1,079,049.00 shares) @ $0.22
12/31/2021: INCREASE(1,168,628.00 shares) @ $0.24
3/31/2022: INCREASE(202,296.00 shares) @ $0.23
6/30/2022: INCREASE(10,988.00 shares) @ $0.19
9/30/2022: DECREASE(-9,891.00 shares) @ $0.18
12/31/2022: INCREASE(167,947.00 shares) @ $191.19
3/31/2023: INCREASE(53,185.00 shares) @ $204.10
6/30/2023: INCREASE(213,139.00 shares) @ $220.28
9/30/2023: INCREASE(11,003.00 shares) @ $212.41
12/31/2023: INCREASE(222,507.00 shares) @ $237.22
3/31/2024: INCREASE(114,402.00 shares) @ $259.90
6/30/2024: INCREASE(114,647.00 shares) @ $267.51
9/30/2024: INCREASE(50,777.00 shares) @ $283.16
12/31/2024: INCREASE(226,887.00 shares) @ $289.81
3/31/2025: INCREASE(249,717.00 shares) @ $274.84
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure