Ownership history in Financial Security Advisor, Inc. Β· 10 quarters on record
This page tracks every 13F SEC filing in which Financial Security Advisor, Inc. reported a position in SPDR S&P 600 Small Cap Growth ETF (SLYG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Financial Security Advisor, Inc. underperformed the S&P 500 by β12.5% annually on this SLYG position. Timing score: 50% (4/8 decisions correct). Maximum drawdown during holding period: β10.3%.
β Significantly underperformed the S&P 500 by 12.5% ann.
8 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
4 of 8 add/trim decisions correct
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 9 trims. Bought during 0 of 3 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.1% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size