GOLDEN BELL FINANCIAL PLANNING LLC

GOLDEN BELL FINANCIAL PLANNING LLC runs GOLDEN BELL FINANCIAL PLANNING LLC and currently holds 36 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $125.45M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GOLDEN BELL FINANCIAL PLANNING LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GOLDEN BELL FINANCIAL PLANNING LLC's portfolio at GOLDEN BELL FINANCIAL PLANNING LLC has delivered returns of +12.17%. Their 3-year annualized return is +14.39%. Looking at the 5-year horizon, GOLDEN BELL FINANCIAL PLANNING LLC has achieved +14.39% annualized returns at GOLDEN BELL FINANCIAL PLANNING LLC.