Ownership history in ONE PLUS ONE WEALTH MANAGEMENT, LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which ONE PLUS ONE WEALTH MANAGEMENT, LLC reported a position in AMPLIFY ETF TR (SILJ). 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 ONE PLUS ONE WEALTH MANAGEMENT, LLC outperformed the S&P 500 by +68.0% annually on this SILJ position. Timing score: 40% (2/5 decisions correct). Average cost basis: $11.90. Maximum drawdown during holding period: β17.4%.
π₯ Exceptional β beat the S&P 500 by 68.0% per year on this position.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $11.90 (2025 Q1) Β· Worst: $11.90 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 5 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
π ONE PLUS ONE WEALTH MANAGEMENT, LLC has been actively increasing its SILJ allocation β a bullish signal from insiders.
Currently 10.08% 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