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Portfolio
$92,074
Total Return
-7.93%
Today
+0.02%
Positions
7
Days Traded
57
Total Trades
9
Sharpe Ratio
-1.45
Max Drawdown
-10.2%
Win Rate
0%
Trader 1
Age 35 · signal-follower

A methodical trader who follows quantitative signals.

Traits
medium riskdisciplinedanalytical
Quirks
  • follows signals strictly
No review yet.
Strategy
MSFT, HWM, XOM, LLY, V, CVX, AMGN, AAPL, ADBE, CRM, COP, PG, ORCL, UNH, NET, CDNS, COST, ACN, SYK, GOOGL, HD, DHR, MDT, SBUX, TMO, BMY, META, CSCO, TDG, CAT
1. Combined signal score > 0.60 (Graham value composite)
2. P/E ratio below sector median by at least 20%
3. Current ratio > 1.5 and positive EPS trend
1. Trailing stop-loss: sell if price drops 15% from trailing high
2. Signal score drops below 0.35 (thesis invalidation)
3. Position reaches profit target of 30% gain (take partial profits)
Base allocation: 13% of portfolio per position,Scale-up condition: conviction > 0.8 → allocate up to 13%,Max concurrent positions: 7,Max single-position concentration: 15%
- Max portfolio drawdown before going to cash: 15%
- Max concurrent positions: 7
- Max single-position concentration: 15%
- (To be updated by evolution engine after first week of trading)
- Initialized: 2026-03-11
Equity Curve
Open Positions
TickerSharesEntryCurrentTrail HighMkt Value% PortP/L %DaysEntry Date
VZ255$50.86$47.81$50.91$12,19213.2%-5.99%74d2026-03-17
MDT145$89.12$73.81$89.12$10,70211.6%-17.18%74d2026-03-17
CVX65$197.02$182.46$213.48$11,86012.9%-7.39%74d2026-03-17
XOM83$154.94$145.33$174.03$12,06213.1%-6.20%75d2026-03-16
COP60$133.85$113.98$133.85$6,8397.4%-14.84%60d2026-03-31
EOG85$151.44$133.38$151.44$11,33712.3%-11.92%61d2026-03-30
MRK105$120.38$118.72$123.81$12,46613.5%-1.38%61d2026-03-30
Ticker Beliefs
Beliefs8 tickers
TickerSentimentConfidenceW/LLast Trade
VZbullish
78%
0W/0LBUY2026-03-17
XOMbullish
75%
0W/0LBUY2026-03-16
ACNbearish
70%
0W/1LSELL2026-03-30
CVXbullish
70%
0W/0LBUY2026-03-17
EOGbullish
70%
0W/0LBUY2026-03-30
MDTbullish
68%
0W/0LBUY2026-03-17
MRKbullish
65%
0W/0LBUY2026-03-30
COPbullish
65%
0W/0LBUY2026-03-31
Trade History
SIGNAL_ENTRY 8 (8B / 0S)
SIGNAL_EXIT 1 (0B / 1S)avg -1.3%
Trade History9 trades
DateTickerSideSharesPriceValueP/LSignalPhaseReason
2026-03-31COPBUY60$133.85$8,0310.61marketOpenSIGNAL_ENTRY
2026-03-30MRKBUY105$120.38$12,6400.62marketOpenSIGNAL_ENTRY
2026-03-30EOGBUY85$151.44$12,8720.66marketOpenSIGNAL_ENTRY
2026-03-30ACNSELL65$196.16$12,751-1.3%marketOpenSIGNAL_EXIT
2026-03-17MDTBUY145$89.12$12,9230.60marketOpenSIGNAL_ENTRY
2026-03-17CVXBUY65$197.02$12,8060.60marketOpenSIGNAL_ENTRY
2026-03-17VZBUY255$50.86$12,9680.73marketOpenSIGNAL_ENTRY
2026-03-16ACNBUY65$198.82$12,9240.62marketOpenSIGNAL_ENTRY
2026-03-16XOMBUY83$154.94$12,8600.62marketOpenSIGNAL_ENTRY