ONE PLUS ONE 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.
1061 E. Indiantown Road Jupiter, FL 33477
As of the latest 13F report, the guru’s equity portfolio contained 88 stocks valued at a total of $138.00Mil. The top holdings were SGDJ(10.16%), TLT(8.78%), and ICOW(4.64%).
According to GuruFocus data, these were ONE PLUS ONE WEALTH MANAGEMENT, LLC’s top five trades of the quarter.
iShares 20 Year Treasury Bond ETF
During the quarter, ONE PLUS ONE WEALTH MANAGEMENT, LLC bought 99,266 shares of NAS:TLT for a total holding of 121,293. The trade had a 7.19% impact on the equity portfolio. During the quarter, the stock traded for an average price of $100.32.
On 01/19/2023, iShares 20+ Year Treasury Bond ETF traded for a price of $108.63 per share and a market cap of $31.37Bil. The stock has returned -20.68% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Merlyn.AI Bull-Rider Bear-Fighter ETF
The guru sold out of their 199,886-share investment in NAS:WIZ. Previously, the stock had a 5.52% weight in the equity portfolio. Shares traded for an average price of $27.51 during the quarter.
On 01/19/2023, Merlyn.AI Bull-Rider Bear-Fighter ETF traded for a price of $28.1186 per share and a market cap of $21.10Mil. The stock has returned -15.08% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Merlyn.AI Bull-Rider Bear-Fighter ETF has a price-book ratio of 2.24.
iShares MSCI United Kingdom ETF
The guru sold out of their 190,351-share investment in ARCA:EWU. Previously, the stock had a 4.86% weight in the equity portfolio. Shares traded for an average price of $28.98 during the quarter.
On 01/19/2023, iShares MSCI United Kingdom ETF traded for a price of $32.61 per share and a market cap of $3.37Bil. The stock has returned -2.04% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI United Kingdom ETF has a price-earnings ratio of 11.55 and a price-book ratio of 1.63.
Pacer Emerging Markets Cash Cows 100 ETF
The guru established a new position worth 327,001 shares in NAS:ECOW, giving the stock a 4.38% weight in the equity portfolio. Shares traded for an average price of $17.77 during the quarter.
On 01/19/2023, Pacer Emerging Markets Cash Cows 100 ETF traded for a price of $19.31 per share and a market cap of $35.67Mil. The stock has returned -15.35% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Pacer Emerging Markets Cash Cows 100 ETF has a price-earnings ratio of 4.79 and a price-book ratio of 1.30.
Pacer Developed Markets International Cash Cows 100 ETF
During the quarter, ONE PLUS ONE WEALTH MANAGEMENT, LLC bought 214,351 shares of BATS:ICOW for a total holding of 234,311. The trade had a 4.24% impact on the equity portfolio. During the quarter, the stock traded for an average price of $26.03.
On 01/19/2023, Pacer Developed Markets International Cash Cows 100 ETF traded for a price of $28.77 per share and a market cap of $258.93Mil. The stock has returned -6.65% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Pacer Developed Markets International Cash Cows 100 ETF has a price-earnings ratio of 5.04 and a price-book ratio of 1.14.
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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