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Portfolio
$94,943
Total Return
-5.06%
Today
+0.04%
Positions
7
Days Traded
49
Total Trades
9
Sharpe Ratio
-2.02
Max Drawdown
-6.0%
Win Rate
100%
Marcus Delgado
Age 35 · Macro-thematic swing trader who holds positions for weeks to months, constructing elaborate investment theses shaped by the news cycle. Tends to enter positions right after publishing commentary on a sector, blurring the line between analysis and self-reinforcing conviction. Rarely uses hard stop-losses, preferring to 'let the story play out.'
Marcus Delgado is a seasoned market observer whose greatest edge — deep contextual knowledge of financial history — is perpetually undermined by his compulsion to trade the story rather than the price. He is articulate, well-connected, and genuinely insightful in his commentary, but the transition from observer to participant never fully resolved itself psychologically. He holds positions too long because abandoning a thesis feels like issuing a public retraction. His trades are often right directionally but poorly timed, entered too early on narrative momentum and exited too late after the headline has faded. He is respected in financial media circles, modestly profitable in good years, and prone to one or two oversized narrative-driven blowups per cycle.
Traits
medium riskNarrative bias — frames every trade as a story arc with a beginning, middle, and inevitable endingAvailability heuristic — overweights dramatic market events he personally coveredConfirmation bias amplified by his media echo chamber of analysts and guestsOverconfidence from years of being the 'explainer' in the roomAnchoring to historical price levels he reported on during landmark market momentsContrarian impulse rooted in journalistic skepticism of consensus narrativesLoss aversion masked by rationalizing losses as 'still developing stories'
Quirks
- ›Records voice memos explaining his trade rationale as if narrating a segment — refuses to buy until the 'pitch' sounds coherent out loud
- ›Keeps a physical clipping file of news articles supporting open positions, physically discards bearish clippings
- ›Calls at least one industry source before sizing up a position, treating the call as due diligence even when the source is off-the-record and unverifiable
- ›Becomes visibly more bullish on a stock after interviewing the CEO on his podcast, regardless of fundamentals
- ›Checks his portfolio obsessively during market hours but refuses to trade in the first 30 minutes, citing 'noise aversion' from watching too many panicked opens as a reporter
- ›Tends to dramatically increase position size when a story he's been tracking 'finally breaks' in mainstream media, often buying into peak attention
- ›Writes a private 'correction' in a notebook when a trade fails — same format as a journalistic correction — as a ritual to process the loss
No review yet.
Strategy
Garp strategy
SPGI, TSLA, XOM, SYK, GD, TXN, AMZN, UPS, LLY, MRK, VZ, KO, CMCSA, UNH, AMD, AAPL, COST, DHR, BRK.B, GOOGL, HD, BAC, V, JPM, MDT, CVX, NOW, WFC, SNPS, ORCL
1. Combined signal > 0.58 (balanced quality across all factors) 2. EPS trend score > 0.55 AND PE score > 0.50 (growing but still reasonably priced) 3. ROE score > 0.55 (quality management deploying capital effectively) 4. Momentum score > 0.45 (price action confirms fundamental quality — avoid value traps)
1. Trailing stop-loss: sell if price drops 15% from trailing high 2. Combined signal drops below 0.40 (overall quality deteriorating) 3. PE score drops below 0.35 AND eps_trend drops below 0.40 (no longer growth at reasonable price) 4. Profit target: 25-30% gain — take partial profits, trail remainder
1. Base allocation: 10% of portfolio per position 2. Quality premium: if roe > 0.65 AND eps_trend > 0.60 AND pe > 0.55, allocate up to 13% 3. Max concurrent positions: 7
- Max portfolio drawdown: 14% from high-water mark → reduce all positions by 50% - Sector concentration: max 30% in single GICS sector - Require balanced signal profile — avoid one-factor bets
- (To be updated by evolution engine after first week of trading)
- Initialized: 2026-03-24 (template: garp)
Equity Curve
Open Positions
| Ticker | Shares | Entry | Current | Trail High | Mkt Value | % Port | P/L % | Days | Entry Date |
|---|---|---|---|---|---|---|---|---|---|
| VZ | 343 | $50.87 | $47.81 | $51.02 | $16,399 | 17.3% | -6.01% | 67d | 2026-03-24 |
| XOM | 106 | $164.65 | $145.33 | $174.43 | $15,405 | 16.2% | -11.73% | 67d | 2026-03-24 |
| KO | 228 | $74.95 | $79.01 | $82.02 | $18,014 | 19.0% | +5.42% | 67d | 2026-03-24 |
| CVX | 84 | $207.73 | $182.46 | $213.71 | $15,327 | 16.1% | -12.17% | 67d | 2026-03-24 |
| MRK | 58 | $120.99 | $118.72 | $123.63 | $6,886 | 7.3% | -1.88% | 61d | 2026-03-30 |
| GD | 12 | $347.50 | $346.82 | $350.24 | $4,162 | 4.4% | -0.20% | 59d | 2026-04-01 |
| MDT | 81 | $87.92 | $73.81 | $88.07 | $5,979 | 6.3% | -16.05% | 51d | 2026-04-09 |
Ticker Beliefs
Beliefs8 tickers
| Ticker | Sentiment | Confidence | W/L | Last Trade |
|---|---|---|---|---|
| XOM | bullish | 78% | 0W/0L | BUY2026-03-24 |
| CVX | bullish | 72% | 0W/0L | BUY2026-03-24 |
| VZ | bullish | 65% | 0W/0L | BUY2026-03-24 |
| GD | bullish | 65% | 0W/0L | BUY2026-04-01 |
| MDT | bullish | 63% | 0W/0L | BUY2026-04-09 |
| GOOGL | bearish | 62% | 1W/0L | SELL2026-04-09 |
| MRK | bullish | 62% | 0W/0L | BUY2026-03-30 |
| KO | bullish | 60% | 0W/0L | BUY2026-03-24 |
Trade History
SIGNAL_ENTRY 8 (8B / 0S)
SIGNAL_EXIT 1 (0B / 1S)avg +5.7%
Trade History9 trades
| Date | Ticker | Side | Shares | Price | Value | P/L | Signal | Phase | Reason |
|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | MDT | BUY | 81 | $87.92 | $7,122 | — | 0.65 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-04-09 | GOOGL | SELL | 37 | $312.92 | $11,578 | +5.7% | — | marketOpen | SIGNAL_EXIT▼ |
| 2026-04-01 | GD | BUY | 12 | $347.50 | $4,170 | — | 0.60 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-30 | MRK | BUY | 58 | $120.99 | $7,017 | — | 0.62 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-25 | GOOGL | BUY | 37 | $295.93 | $10,949 | — | 0.59 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-24 | KO | BUY | 228 | $74.95 | $17,088 | — | 0.59 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-24 | VZ | BUY | 343 | $50.87 | $17,447 | — | 0.66 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-24 | CVX | BUY | 84 | $207.73 | $17,450 | — | 0.64 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-24 | XOM | BUY | 106 | $164.65 | $17,453 | — | 0.63 | marketOpen | SIGNAL_ENTRY▼ |