Epic Advisors
College of William and Mary
BBA, CFA, CFP
March 30, 1975
President
Financial Services
Investing since 1997. Worked for Goldman Sachs and JPMorgan before founding Epic Advisors.
Epic Advisors
Personal Track Records cannot be followed
Find Investment ModelsImportant Information
- 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, 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 are calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash or transaction costs.
- 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
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 |
| Current holdings | 21 |
| Latest trade | MA |
Performance and Risk
Performance Summary (as at end of September 02, 2010)
| 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 |
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 |
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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