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Sensible Financial Planning & Management, LLC. - Rick Fine

Sensible Financial Planning & Management, LLC. a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
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Rick Fine

Rick Fine
Sensible Financial Planning & Management, LLC.

Hedge Fund Manager
Ranked #177 out of 487 Hedge Fund Managers

Portfolio Gain

+35.31%
Since Jan 2016

Sharpe Ratio

1.54
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$452.27M
Rick Fine manages more assets than 22% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+4.17%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
98.64% General
0.60% Basic Materials
0.05% Consumer Cyclical
A breakdown of Sensible Financial Planning & Management, LLC.'s portfolio by sector

Sensible Financial Planning & Management, LLC. Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Vanguard S&P 500 ETF
Added
General
$455.94
($428.64-$483.24)
+4.91%
+3.10%
18.69M
4.13%
iShares MBS ETF
Added
General
$92.73
($91.14-$94.31)
+1.20%
+4.59%
58.75M
12.87%
Cabot
Reduced
Basic Materials
$81.56
($70.63-$92.50)
+6.37%
-6.22%
2.73M
0.60%
TAST
Carrols Restaurant Group
New
Consumer Cyclical
$8.45
($7.36-$9.54)
+0.32%
+100.00%
243.14K
0.05%
Vanguard Mega Cap ETF
Added
General
$176.91
($166.14-$187.68)
+6.28%
+2.25%
7.62M
1.68%
iShares MSCI USA Momentum Factor ETF
Reduced
General
$171.38
($152.14-$190.63)
+6.22%
-3.82%
19.65M
4.34%
Vanguard Small-Cap ETF
Added
General
$216.10
($202.66-$229.53)
-4.59%
+9.75%
3.62M
0.80%
Vanguard FTSE Developed Markets ETF
Reduced
General
$48.13
($45.91-$50.36)
-0.58%
-0.60%
3.82M
0.84%
Vanguard Real Estate ETF
Reduced
General
$85.40
($81.54-$89.26)
-2.87%
-1.33%
2.97M
0.66%
Vanguard Total Stock Market ETF
Added
General
$246.74
($232.40-$261.07)
+3.66%
+0.27%
20.55M
4.54%
See a list of Sensible Financial Planning & Management, LLC.'s holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details

Measured Performance

Compare Sensible Financial Planning & Management, LLC.'s performance with other Hedge Funds and the S&P 500

Sensible Financial Planning & Management, LLC. activity FAQ

What is Sensible Financial Planning & Management, LLC.’s portfolio gain since Jun 2013?
Sensible Financial Planning & Management, LLC.’s portfolio gain since Jun 2013 was 35.31%.
    What is Sensible Financial Planning & Management, LLC.’s Sharpe Ratio?
    Sensible Financial Planning & Management, LLC.’s Sharpe Ratio is 1.54.
      What is Sensible Financial Planning & Management, LLC.’s portfolio value?
      Sensible Financial Planning & Management, LLC.’s portfolio value is $452.27M.
        What is Sensible Financial Planning & Management, LLC.’s average return since the fund’s last 13F filing?
        Sensible Financial Planning & Management, LLC.’s average return since the fund’s last 13F filing is 1.33%.
          What was Sensible Financial Planning & Management, LLC.’s average return in the last 12 months?
          Sensible Financial Planning & Management, LLC.’s average return in the last 12 months was 9.52%.
            What was Sensible Financial Planning & Management, LLC.’s average return in the last 3 years?
            Sensible Financial Planning & Management, LLC.’s average return in the last 3 years was 4.17%.
              When was the most recent most recent 13F form submitted by Sensible Financial Planning & Management, LLC.?
              Sensible Financial Planning & Management, LLC.'s most recent 13F form was submitted on Mar 31, 2024.
                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 Rick Fine Net Worth?
                  Rick Fine is Managing Sensible Financial Planning & Management, LLC. which has a net worth of $452.27M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Rick Fine 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.