Investment Report: Strategic Investment Management, LLC Q3 2022 vs. Q4 2022

Strategic Investment Management, LLC is a well-known investment management firm that specializes in providing comprehensive investment services to individuals and institutions. In the company's latest Q3 2022 and Q4 2022 13F filings, it has been reported that there have been some significant changes in their holdings. In this blog post, we will discuss the changes in holdings of this fund, including the top holdings, and what led to these changes.

Introduction

Strategic Investment Management, LLC has a reputation for being one of the most reliable investment firms in the market. With a diversified portfolio and a proven track record of delivering above-average returns, they always attract a lot of attention. In their latest 13F filings released on October 31 2022, Strategic Investment Management LLC disclosed its holdings to report on some changes in the value of its assets.

Main Body

The table above summarizes the changes in the company's holdings for Q3 2022 and Q4 2022. The most significant change is in the holdings of ISHARES RUSSELL 2000 (IWM), which showed a significant decrease in shares by 24.6%. The Q3 2022 value was $35,025, while the Q4 2022 reduced to $26,415. Investing in IWM is a bet on small-cap growth opportunities. However, investors may have been affected by the ongoing trade war between the United States and China, affecting small-cap earnings.

The next significant change in the company's portfolio is in the holdings of iShares MSCI Emerging Markets ETF (IEMG), which shows an increase in shares by 33.1% from 353,643 in Q3 2022 to 428,073 in Q4 2022. Additionally, the Q3 2022 value of $15,952 increased to $21,228 in Q4 2022, indicating an upward trend. This trend might have been influenced by the global political and economic events that promote economic growth in emerging markets.

Moving on, Strategic Investment Management, LLC also had an impressive position in the SPDR S&P 500 ETF Trust (SPY). The company bought 12.4 thousand shares in Q4 2022 or an increase of 2481.5% as opposed to Q3 2022. The Q3 2022 value of $215 rose to $5,550 in Q4 2022. Investing in SPY offers exposure to a broad universe of companies in the S&P 500 Index, the largest and most liquid U.S. equity market cap index.

Lastly, the company bought more shares of Ishares Russell 3000 Index in Q4 2022, increasing from 10.19 thousand shares in Q3 2022 to 43.76 thousand shares in Q4 2022. This trend may be an excellent move to outperform the S&P 500 Index due to the broad diversification of holdings.

Conclusion

In conclusion, Strategic Investment Management LLC has an impressive portfolio spanning different market sectors. The changes in the company's holdings suggest that the investment firm is continuously reviewing and adjusting its investment strategy to achieve superior returns. With the new additions to its portfolio, including SPY, IEMG, and IWM, they have diversified their holdings and could potentially improve their overall portfolio. This report indicates that the investment firm is continuously monitoring and making changes to its portfolio to ensure maximum gain.