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Home > Institutional Investor > Edmond De Rothschild (monaco) > Profile

Instuitional Investor - Edmond De Rothschild (monaco)

Fund Profile
Filing Period:
Fund Name: Edmond De Rothschild (monaco)
Portfolio Value $115,521,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Inc
 EWA 749,377 $25,276,000 21.88%
2.
Ishares Trust
 IEF 110,741 $17,133,000 14.83%
3.
Spdr Gold Trust
 GLD 91,896 $11,546,000 9.99%
4.
Vanguard World Fds
 69,100 $8,689,000 7.52%
5.
Vanguard Index Fds
 95,900 $8,351,000 7.22%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)