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Strategic Point Investment Advisors, LLC - Betsey A. Purinton

Strategic Point Investment Advisors, LLC a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Betsey A. Purinton

Betsey A. Purinton
Strategic Point Investment Advisors, LLC

Hedge Fund Manager
Ranked #68 out of 487 Hedge Fund Managers

Portfolio Gain

+115.27%
Since Jan 2016

Sharpe Ratio

2.73
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$517.41M
Betsey A. Purinton manages more assets than 25% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+13.89%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
99.14% General
0.35% Technology
0.05% Energy
A breakdown of Strategic Point Investment Advisors, LLC's portfolio by sector

Strategic Point Investment Advisors, LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
SPDR S&P 500 ETF Trust
Reduced
General
$443.38
($409.21-$477.55)
+5.42%
-1.56%
81.27M
15.66%
Apple
Reduced
Technology
$182.65
($165.67-$199.62)
-13.13%
-1.98%
1.48M
0.29%
Conocophillips
Not Changed
Energy
$118.53
($109.70-$127.35)
+10.90%
0.00%
236.78K
0.05%
Microsoft
Reduced
Technology
$347.76
($311.21-$384.30)
+7.71%
-12.08%
353.10K
0.07%
Invesco QQQ Trust
New
General
$377.63
($342.35-$412.92)
+3.53%
+100.00%
206.40K
0.04%
iShares Gold Trust
Reduced
General
$36.90
($34.35-$39.45)
+15.30%
-0.81%
24.44M
4.72%
Industrial Select Sector SPDR Fund
Reduced
General
$105.26
($96.11-$114.40)
+6.21%
-0.95%
13.15M
2.53%
iShares TIPS Bond ETF
Not Changed
General
$104.90
($101.74-$108.06)
-1.68%
0.00%
249.38K
0.05%
iShares MSCI USA Min Vol Factor ETF
Reduced
General
$74.60
($70.38-$78.81)
+2.97%
-0.93%
3.14M
0.60%
Vanguard Health Care ETF
Reduced
General
$237.07
($222.27-$251.88)
+1.16%
-0.92%
14.06M
2.71%
See a list of Strategic Point Investment Advisors, LLC's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Strategic Point Investment Advisors, LLC's performance with other Hedge Funds and the S&P 500

Strategic Point Investment Advisors, LLC activity FAQ

What is Strategic Point Investment Advisors, LLC’s portfolio gain since Jun 2013?
Strategic Point Investment Advisors, LLC’s portfolio gain since Jun 2013 was 115.27%.
    What is Strategic Point Investment Advisors, LLC’s Sharpe Ratio?
    Strategic Point Investment Advisors, LLC’s Sharpe Ratio is 2.73.
      What is Strategic Point Investment Advisors, LLC’s portfolio value?
      Strategic Point Investment Advisors, LLC’s portfolio value is $517.41M.
        What is Strategic Point Investment Advisors, LLC’s average return since the fund’s last 13F filing?
        Strategic Point Investment Advisors, LLC’s average return since the fund’s last 13F filing is 3.05%.
          What was Strategic Point Investment Advisors, LLC’s average return in the last 12 months?
          Strategic Point Investment Advisors, LLC’s average return in the last 12 months was 14.12%.
            What was Strategic Point Investment Advisors, LLC’s average return in the last 3 years?
            Strategic Point Investment Advisors, LLC’s average return in the last 3 years was 13.89%.
              When was the most recent most recent 13F form submitted by Strategic Point Investment Advisors, LLC?
              Strategic Point Investment Advisors, LLC's most recent 13F form was submitted on Dec 31, 2023.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Betsey A. Purinton Net Worth?
                  Betsey A. Purinton is Managing Strategic Point Investment Advisors, LLC which has a net worth of $517.41M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Betsey A. Purinton and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.