Personal Track Record
This is not an investment model
- It is a record of a member’s personal broker account as reported to Covestor
- It cannot be mirrored
Epic Advisors - View Profile
Personal Track Record
| Inception date | August 06, 2007 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 02, 2012)
| Inception August 06, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | -3.67 | 4.41 |
| 3 month (%) | -4.83 | 4.76 |
| 1 year (%) | 1.71 | 2.09 |
| Annualized since inception (%) | 30.51 | 0.68 |
| Since inception (%) | 230.80 | n/a |
| Sharpe (annualized) | 1.23 | 0.01 |
| % of positive months | 61.11 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Market Heading Lower June 09, 2010
The last two weekly market commentaries have discussed how the underlying trend of the market is now bearish and all rallies should be used to sell stocks and reduce risks. With nearly every news outlet spouting the bullish storyline, these articles served as an outline of a disciplined investment strategy. Those who followed the outline have done well as the Dow Jones Industrial Average (Dow), S&P 500, and NASDAQ each declined over 5% since my initial warning.
With the Dow still stuck below the......
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Watch the Moving Average May 24, 2010
Digital video recorders (DVR) are wonderful products. What started as a niche product with the launch of ReplayTV and TiVo at the 1998 Consumer Electronics Show in Las Vegas has become ubiquitous. Now included in most cable boxes, DVRs have revolutionized how we watch television.
A fan of the ability to skip commercials and pause live action, DVRs are also an excellent tool to judge market sentiment. Since we can catalog and saves shows, it is easy to compare opinions today with what dominated......
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Steer Clear of Baidu May 19, 2010
In my weekly newsletter EPIC Insights, I aim to uncover solid companies selling at cheap prices. This search is often difficult, but it will uncover stocks that bewilder me. One example is Chinese search engine Baidu (BIDU).
I know this is comment will anger many and unleash calls questioning my sanity, but BIDU is among the most overvalued companies I have ever seen. Trolling investing blogs the past week, the true believers were shouting down anyone who questioned the wisdom of owning BIDU's......
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Trading an Emotion-Driven Market May 17, 2010
Most people view themselves as rational decision makers, but few are consistent. Although most actions we take are based on careful decision making, it is difficult to filter external noise. Instead of confronting each event individually, perceptions are often swayed by outside factors. A house may be designed to provide shelter and comfort, but more people allow the size of the house next store to sway their opinion of their own home. By ignoring what their home should be and deciding to compete......
- Education College of William and Mary
- Qualifications BBA, CFA, CFP
- Date of Birth March 30, 1975
- Job Title President
- Industry Financial Services
- Investment Experience Investing since 1997. Worked for Goldman Sachs and JPMorgan before founding Epic Advisors.
- Company Name Epic Advisors
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Website
http://epicadvisorsllc.c… - 4116 Enfield Ridge Drive Cary North Carolina United States 27519
- Company newsletter subscriptions …
- Seeking Alpha
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- Past performance is no guarantee of future results.
- Performance of a Personal Track Record is calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. It is exclusive of any commissions, fees, dividends, earnings distributions, and cash in the portfolio.
- Month to Date returns and Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
- All graph data is as of the end of day for the referenced period, unless otherwise specified.
- Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash, dividends and earnings distributions, or transaction costs. More
- All Personal Track Record information including personal data, profiles, strategies, commentary, and historical results outside of Covestor has been provided by the Member. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor.