Upper Left Wealth Management, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
420 West Huron, #l103 Chicago, IL 60654
As of the latest 13F report, the guru’s equity portfolio contained 53 stocks valued at a total of $85.00Mil. The top holdings were IAU(8.91%), SCHE(4.91%), and WIP(4.79%).
According to GuruFocus data, these were Upper Left Wealth Management, LLC’s top five trades of the quarter.
SPDR Gold MiniShares Trust
The guru established a new position worth 83,495 shares in ARCA:GLDM, giving the stock a 3.65% weight in the equity portfolio. Shares traded for an average price of $34.28 during the quarter.
On 01/17/2023, SPDR Gold MiniShares Trust traded for a price of $37.895 per share and a market cap of $5.62Bil. The stock has returned 4.82% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
ProShares Short VIX Short-Term Futures ETF -1x Shares
The guru sold out of their 87,800-share investment in BATS:SVXY. Previously, the stock had a 2.35% weight in the equity portfolio. Shares traded for an average price of $52.33 during the quarter.
On 01/17/2023, ProShares Short VIX Short-Term Futures ETF -1x Shares traded for a price of $63.39 per share and a market cap of $293.96Mil. The stock has returned 3.54% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
SPDR Citi International Government Inflation-Protected Bond ETF
Upper Left Wealth Management, LLC reduced their investment in ARCA:WIP by 35,734 shares. The trade had a 1.87% impact on the equity portfolio. During the quarter, the stock traded for an average price of $42.71.
On 01/17/2023, SPDR Citi International Government Inflation-Protected Bond ETF traded for a price of $43.0201 per share and a market cap of $524.16Mil. The stock has returned -11.98% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard FTSE All-World ex-US ETF
During the quarter, Upper Left Wealth Management, LLC bought 14,568 shares of ARCA:VEU for a total holding of 69,522. The trade had a 0.86% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.27.
On 01/17/2023, Vanguard FTSE All-World ex-US ETF traded for a price of $53.9701 per share and a market cap of $35.03Bil. The stock has returned -10.31% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard FTSE All-World ex-US ETF has a price-earnings ratio of 12.18 and a price-book ratio of 1.59.
Schwab International Small-Cap Equity ETF
Upper Left Wealth Management, LLC reduced their investment in ARCA:SCHC by 23,116 shares. The trade had a 0.84% impact on the equity portfolio. During the quarter, the stock traded for an average price of $31.5.
On 01/17/2023, Schwab International Small-Cap Equity ETF traded for a price of $33.815 per share and a market cap of $3.66Bil. The stock has returned -14.95% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab International Small-Cap Equity ETF has a price-earnings ratio of 10.41 and a price-book ratio of 1.21.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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