Brendan Ruchert-Dixon Profile Picture

Brendan Ruchert-Dixon

Individual Investor

I am an active investor with a decade of experience. My goal is to buy stocks with long-term value and to avoid unnecessary risk. I hold both B.S. and M.S. degrees from Stanford University and work full-time as a software engineer.

Investment style

My strategy requires patience. I wait for the opportunities that I believe are the right ones. Then I back up my decisions with mathematical evidence. I evaluate each investment to determine how it would fit in with my existing portfolio and look carefully at potential risk factors.

Investment models

  • B Ruchert-Dixon Beta Blocker

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    • Allocation Strategy Long-Short
    • Approach Quantitative
    • Asset Class Multi Asset Class
    • Geography Global
    Performance
    • -1.4%
      90 day
    • 4.8%
      365 day
    Avg. Sub.
    • -1.4%
      90 day
    Monthly vs S&P500
    brendan ruchert dixon - beta blocker
    -8.8% 12 months
    4
    0.5% fee
  • B Ruchert-Dixon Alpha Trapper

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    • Allocation Strategy Long-Short
    • Approach Quantitative
    • Asset Class Multi Asset Class
    • Geography Global
    Performance
    • -7.6%
      90 day
    • 5.0%
      365 day
    Avg. Sub.
    • -7.1%
      90 day
    Monthly vs S&P500
    brendan ruchert dixon - alpha trapper
    -5.0% 12 months
    4
    1.5% fee

Model commentary

  1. I pounced when Apple fell below $425

    11 March 2013

    Apple has a low PE, an incredible balance sheet, and potential for further growth.

  2. My two resolutions for 2013 26 December 2012
  3. My investment in Best Buy has yet to deliver 20 November 2012
  4. Going long Best Buy and short natural gas 7 October 2012
  5. Fed stimulus will deliver only a short term sugar buzz for stocks 6 September 2012

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Important Information

1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.