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Portfolio
$99,553
Total Return
-0.45%
Today
+0.05%
Positions
9
Days Traded
49
Total Trades
15
Sharpe Ratio
-2.48
Max Drawdown
-2.1%
Win Rate
67%
Dr. Raymond Hollister
Age 35 · Fundamentals-driven, long-only, buy-and-hold with quarterly rebalancing. Relies heavily on DCF models and Shiller P/E ratios. Avoids leverage, options, and any instrument he cannot explain in a classroom. Prefers dividend-paying blue chips and rarely turns over more than 8% of his portfolio in a given year.
Dr. Raymond Hollister is the archetype of the cautious academic investor — a man who knows the theory of rational markets better than almost anyone in a room, yet cannot fully insulate his portfolio from the emotional and cognitive distortions he has spent decades studying. He trades infrequently, sizes positions conservatively, and sleeps soundly knowing he has never taken a catastrophic loss. His returns are modest and steady, rarely beating the index by more than a point or two, and occasionally lagging it. He views this not as failure but as the acceptable cost of intellectual integrity and capital preservation.
Traits
low riskMethodical and deliberate — rarely acts without exhaustive researchStatus quo bias — strongly prefers holding existing positions over making changesOverconfidence in academic models despite real-world underperformanceLoss aversion — feels losses approximately 2.5x more acutely than equivalent gainsAnalysis paralysis — frequently delays decisions until 'more data is available'Hindsight bias — often reconstructs past trades as more logical than they wereConfirmation bias — gravitates toward research that validates his existing thesisIntellectually humble in conversation but privately dismissive of non-academic traders
Quirks
- ›Prints out 10-K filings and annotates them in red pen before making any buy decision
- ›Refuses to trade during the first and last 30 minutes of the market session, citing academic literature on intraday volatility
- ›Keeps a laminated checklist of 12 valuation criteria taped to his monitor — will not buy unless at least 9 are satisfied
- ›Holds losing positions far too long because selling feels like 'admitting a flawed thesis' in front of an invisible audience
- ›Sets limit orders at psychologically round numbers (e.g., $150.00, $200.00) believing precision signals discipline
- ›Reviews his portfolio every Sunday evening with a glass of Scotch and a legal pad, writing out a brief 'investment memo' to himself
- ›Becomes noticeably more conservative in October every year due to an outsized emotional memory of the 1987 crash, which he witnessed as a graduate student
No review yet.
Strategy
Income strategy
UNH, AVGO, NVDA, TSLA, GOOGL, JPM, MCD, BRK.B, ABBV, SPGI, LLY, PEP, AAPL, CRM, ORCL, NFLX, WFC, NET, AMGN, MRK, BMY, TMO, UPS, ELV, NOW, NEE, DE, AMZN, ADI, AMD
1. Dividend yield score > 0.65 (top-tier yield relative to stock's own history) 2. Current ratio score > 0.55 (financial stability to sustain dividend payments) 3. Volatility score > 0.55 (prefer lower-volatility, stable businesses) 4. FCF yield score > 0.50 (strong free cash flow supports dividend sustainability)
1. Wide trailing stop: sell only if price drops 18% from trailing high (income stocks need room) 2. Dividend yield score drops below 0.30 (yield declining — possible dividend cut risk) 3. Current ratio score falls below 0.25 (financial health deteriorating — dividend at risk) 4. Do NOT exit purely on price momentum — hold for income unless fundamentals crack
1. Base allocation: 10% of portfolio per position 2. Income anchor: prefer filling portfolio with 6-8 income positions before any speculative buys 3. Max concurrent positions: 6
- Max portfolio drawdown: 15% → do not panic-sell; review fundamentals first - Prioritize dividend sustainability over capital appreciation - Max single-position concentration: 9%
- (To be updated by evolution engine after first week of trading)
- Initialized: 2026-03-24 (template: income)
Equity Curve
Open Positions
| Ticker | Shares | Entry | Current | Trail High | Mkt Value | % Port | P/L % | Days | Entry Date |
|---|---|---|---|---|---|---|---|---|---|
| KO | 86 | $74.95 | $79.01 | $82.02 | $6,795 | 6.8% | +5.42% | 67d | 2026-03-24 |
| EOG | 45 | $142.25 | $133.38 | $151.25 | $6,002 | 6.0% | -6.24% | 67d | 2026-03-24 |
| VZ | 127 | $50.87 | $47.81 | $50.97 | $6,072 | 6.1% | -6.01% | 67d | 2026-03-24 |
| CVX | 27 | $205.81 | $182.46 | $213.71 | $4,926 | 4.9% | -11.35% | 66d | 2026-03-25 |
| MRK | 35 | $120.99 | $118.72 | $123.63 | $4,155 | 4.2% | -1.88% | 61d | 2026-03-30 |
| MDT | 58 | $86.73 | $73.81 | $88.07 | $4,281 | 4.3% | -14.90% | 61d | 2026-03-30 |
| UPS | 40 | $98.23 | $106.72 | $109.13 | $4,269 | 4.3% | +8.64% | 57d | 2026-04-03 |
| PEP | 29 | $156.73 | $144.19 | $159.75 | $4,182 | 4.2% | -8.00% | 60d | 2026-03-31 |
| TXN | 18 | $212.61 | $305.68 | $326.50 | $5,502 | 5.5% | +43.78% | 51d | 2026-04-09 |
Ticker Beliefs
Beliefs12 tickers
| Ticker | Sentiment | Confidence | W/L | Last Trade |
|---|---|---|---|---|
| SLB | bearish | 72% | 1W/0L | SELL2026-04-07 |
| VZ | bullish | 58% | 0W/0L | BUY2026-03-24 |
| EOG | bullish | 54% | 0W/0L | BUY2026-03-24 |
| ELV | bearish | 52% | 1W/0L | SELL2026-04-03 |
| KO | bullish | 50% | 0W/0L | BUY2026-03-24 |
| MDT | bullish | 48% | 0W/0L | BUY2026-03-30 |
| CVX | bullish | 47% | 0W/0L | BUY2026-03-25 |
| PEP | bullish | 46% | 0W/0L | BUY2026-03-31 |
| CMCSA | bearish | 45% | 0W/1L | SELL2026-04-03 |
| UPS | bullish | 44% | 0W/0L | BUY2026-04-03 |
| MRK | bullish | 42% | 0W/0L | BUY2026-03-30 |
| TXN | bullish | 38% | 0W/0L | BUY2026-04-09 |
Trade History
SIGNAL_ENTRY 12 (12B / 0S)
SIGNAL_EXIT 3 (0B / 3S)avg -0.8%
Trade History15 trades
| Date | Ticker | Side | Shares | Price | Value | P/L | Signal | Phase | Reason |
|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | TXN | BUY | 18 | $212.61 | $3,827 | — | 0.62 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-04-07 | SLB | SELL | 79 | $50.18 | $3,965 | +0.7% | — | marketOpen | SIGNAL_EXIT▼ |
| 2026-04-06 | SLB | BUY | 79 | $49.82 | $3,936 | — | 0.56 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-04-03 | UPS | BUY | 40 | $98.23 | $3,929 | — | 0.58 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-04-03 | CMCSA | SELL | 159 | $27.92 | $4,439 | -5.0% | — | marketOpen | SIGNAL_EXIT▼ |
| 2026-04-03 | ELV | SELL | 13 | $300.59 | $3,908 | +1.9% | — | marketOpen | SIGNAL_EXIT▼ |
| 2026-04-01 | ELV | BUY | 13 | $294.99 | $3,835 | — | 0.60 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-31 | PEP | BUY | 29 | $156.73 | $4,545 | — | 0.61 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-30 | MRK | BUY | 35 | $120.99 | $4,235 | — | 0.62 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-30 | MDT | BUY | 58 | $86.73 | $5,030 | — | 0.61 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-25 | CMCSA | BUY | 159 | $29.37 | $4,670 | — | 0.58 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-25 | CVX | BUY | 27 | $205.81 | $5,557 | — | 0.65 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-24 | KO | BUY | 86 | $74.95 | $6,445 | — | 0.59 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-24 | EOG | BUY | 45 | $142.25 | $6,401 | — | 0.67 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-24 | VZ | BUY | 127 | $50.87 | $6,460 | — | 0.66 | marketOpen | SIGNAL_ENTRY▼ |