Epic Advisors

Personal Information
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 Information
Company Name
Epic Advisors
4116 Enfield Ridge Drive
Cary
North Carolina
United States
27519

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Important Information

  1. Past performance is no guarantee of future results.
  2. 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, and cash in the portfolio.
  3. 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.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.
  5. Benchmark returns are calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash or transaction costs.
  6. 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.

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
INVESTMENT
ADVISOR

Personal Track Record

Inception date August 06, 2007
Long/Short Long and Short
Cap bias No specific
Holding Period Buy and hold
Current holdings 21
Latest trade MA

Performance and Risk

Performance Summary (as at end of September 02, 2010)
Member  
Include cash 1M 3M YTD 1Y SI
Inception August 06, 2007 Member S&P 500
Month to date (%) -0.15 3.89
3 month (%) -3.54 -3.68
1 year (%) -11.49 2.81
Annualized since inception (%) 46.27 -3.02
Since inception (%) 222.56 n/a
Sharpe (annualized) 1.65 -0.12
% of positive months 62.16 61.40

Past performance is not indicative of future performance

Asset Allocation

Top 5 Holdings (as at end of September 02, 2010)
Security Allocation(%)
UAL Corporation 38.53
iShares MSCI Brazil Index Fund 8.16
SPDR Gold Trust (ETF) 7.05
Nokia Corporation 6.95
Consolidated Edison, Inc. 5.56
Total 66.25
Total no. of Holdings 21

View all holdings »

Geographic Breakdown (as at end of September 02, 2010)
United States
100.00%
Short
Long
Industry Breakdown (as at end of September 02, 2010)
Consumer Services
42.24%
Funds
30.29%
Technology
7.14%
Health Care
6.41%
Utilities
5.56%
Industrials
4.57%
Financials
2.92%
Basic Materials
0.66%
Consumer Goods
0.22%
Short
Long

Transactions

Latest Transactions (as at end of September 02, 2010)
Executed Symbol Security Type Price
February 04, 2010 MA MasterCard, Inc. Bought $225.05
February 04, 2010 MA MasterCard, Inc. Sold $229.00
February 04, 2010 POT Potash Corporation of Saskatchewan Inc. Bought $102.02
February 04, 2010 POT Potash Corporation of Saskatchewan Inc. Sold $103.19
January 29, 2010 ICE Intercontinentalexchange, Inc. Bought $94.88

View all transactions »

Commentary - Latest Posts

  • 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......

    Read More >

  • 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......

    Read More >

  • 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......

    Read More >