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Home > Institutional Investor > Samalin Investment Counsel, Llc > Profile

Instuitional Investor - Samalin Investment Counsel, Llc

Fund Profile
Filing Period:
Fund Name: Samalin Investment Counsel, Llc
Portfolio Value $197,962,609
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 43,017 $8,282,234 4.18%
2.
Spdr S & P 500 Etf Trust
 SPY 10,178 $4,837,890 2.44%
3.
Microsoft Corp
 MSFT 11,550 $4,343,619 2.19%
4.
Dimensional Etf Trust
 138,072 $4,035,853 2.03%
5.
Vaneck Merk Gold Trust
 152,556 $3,045,023 1.53%
Insider Monkey Quarterly Strategy
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through May 20, 2024)