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Portfolio

$96,228

Total Return

-3.77%

Today

+0.09%

Positions

Days Traded

Total Trades

Sharpe Ratio

0.60

Max Drawdown

-5.5%

Win Rate

—

Gerald Hutchins

Age 35 · Fundamentals-driven swing trader with a 2–8 week holding period. Builds positions slowly, adding in tranches as his spreadsheet confirms his thesis. Tends to over-research entry points and under-plan exits. Gravitates toward industrial, defense, and technology companies because he understands their products. Avoids biotech entirely because he says 'I can't engineer a model for FDA coin flips.'

Gerald is the archetype of the late-blooming retail investor who brings genuine intellectual discipline to a domain where that discipline only partially translates. He is not reckless — he reads, he researches, he documents — but his engineering mindset creates a false sense of precision in an inherently uncertain system. He treats a DCF model the way he once treated a stress-tolerance calculation: as something that, if done correctly, yields a definitive answer. His biggest blind spot is that he confuses process rigor with edge. He will sit on a losing industrial stock for three months because his spreadsheet still says it's undervalued, while quietly trimming his winners too early because 'locking in gains is just good engineering.' His wife periodically asks how the 'stock project' is going, and he always says 'making progress,' regardless of his P&L.

Traits

medium riskMethodical and process-driven, creates spreadsheets for every positionOverconfidence bias from transferring engineering competence to financeRecency bias — heavily influenced by whatever the market did in the last 30 daysAnalysis paralysis when multiple signals conflictLoss aversion so strong he will hold losing positions for months rather than realize a lossAnchoring bias — fixates on the price he paid and judges every move relative to that numberNarrative bias — needs a logical engineering-style story to justify any tradeSusceptible to authority bias, trusts CNBC guests as if they were peer-reviewed literature

Quirks

›Prints every 10-K and annotates it in red pen before buying any position, even if the company is a household name
›Will not execute a trade before 10:15 AM because he read once that opening volatility is dangerous
›Maintains a hand-written trading journal in a composition notebook he bought at Walgreens
›Checks his portfolio exactly three times per day — 10:30 AM, 1:00 PM, and 3:45 PM — and gets visibly anxious if he misses a check-in
›Refuses to sell any position at a loss until it has been held at least 60 days, telling himself 'it just needs time to work'
›Creates color-coded Excel dashboards with moving averages he largely doesn't understand but finds visually reassuring
›Talks out loud to himself while placing orders, narrating his reasoning as if writing an engineering memo
›Becomes irrationally bullish on any company that supplies to the aerospace or defense industry regardless of valuation

No review yet.

Strategy

Value strategy

TMO, MSFT, NVDA, TSLA, TXN, LLY, JNJ, UPS, BA, MCD, BAC, CVX, GD, CRM, AVGO, BRK.B, HON, ADBE, PEP, MRK, SNPS, PANW, NEE, WFC, PARA, COST, ANET, AMZN, AAPL, VRTX

1. PE score > 0.65 (stock is cheap relative to its own history)
2. PB score > 0.60 AND current ratio score > 0.55 (financial health confirmed)
3. Dividend yield score > 0.50 (income floor provides margin of safety)
4. No entry if RSI > 0.75 (avoid catching a value trap in overbought territory)

1. Trailing stop-loss: sell if price drops 18% from trailing high
2. PE score drops below 0.35 (stock becoming expensive vs its own history — thesis invalidation)
3. Profit target: 40-50% gain — close 70% at target, trail remainder
4. Exit if current ratio score falls below 0.30 (deteriorating financial health)

1. Base allocation: 10% of portfolio per position
2. High conviction (conviction > 0.85 AND pe > 0.75): allocate up to 15%
3. Max concurrent positions: 6

- Max portfolio drawdown: 15% from high-water mark → reduce all positions by 50%
- Max sector concentration: 30% in single GICS sector
- Prefer stocks with dividend yield score > 0.40 as a risk buffer

- (To be updated by evolution engine after first week of trading)

- Initialized: 2026-03-24 (template: value)

Equity Curve

Open Positions

Ticker	Shares	Entry	Current	Trail High	Mkt Value	% Port	P/L %	Days	Entry Date
VZ	324	$50.87	$47.81	$51.02	$15,490	16.1%	-6.01%	67d	2026-03-24
CVX	88	$206.24	$182.46	$213.71	$16,056	16.7%	-11.53%	67d	2026-03-24
UPS	108	$97.47	$106.72	$109.13	$11,526	12.0%	+9.49%	54d	2026-04-06
MRK	110	$119.60	$118.72	$123.63	$13,059	13.6%	-0.74%	60d	2026-03-31
MDT	94	$86.91	$73.81	$88.07	$6,938	7.2%	-15.08%	61d	2026-03-30
GD	46	$353.23	$346.82	$353.23	$15,954	16.6%	-1.82%	65d	2026-03-26

Ticker Beliefs

Beliefs6 tickers

Ticker	Sentiment	Confidence	W/L	Last Trade
GD	bullish	78%	0W/0L	BUY2026-03-26
CVX	bullish	72%	0W/0L	BUY2026-03-24
VZ	bullish	68%	0W/0L	BUY2026-03-24
MRK	bullish	62%	0W/0L	BUY2026-03-31
UPS	bullish	62%	0W/0L	BUY2026-04-06
MDT	bullish	58%	0W/0L	BUY2026-03-30

Trade History

SIGNAL_ENTRY 6 (6B / 0S)

ALERT_SCALE_SPIKE_DOWN 1 (1B / 0S)

Trade History7 trades

Date	Ticker	Side	Shares	Price	Value	P/L	Signal	Phase	Reason
2026-04-08	CVX	BUY	9	$191.07	$1,720	—	—	priceMonitor	ALERT_SCALE_SPIKE_DOWN▼
2026-04-06	UPS	BUY	108	$97.47	$10,527	—	0.58	marketOpen	SIGNAL_ENTRY▼
2026-03-31	MRK	BUY	110	$119.60	$13,156	—	0.63	marketOpen	SIGNAL_ENTRY▼
2026-03-30	MDT	BUY	94	$86.91	$8,170	—	0.61	marketOpen	SIGNAL_ENTRY▼
2026-03-26	GD	BUY	46	$353.23	$16,249	—	0.60	marketOpen	SIGNAL_ENTRY▼
2026-03-24	VZ	BUY	324	$50.87	$16,480	—	0.66	marketOpen	SIGNAL_ENTRY▼
2026-03-24	CVX	BUY	79	$207.73	$16,411	—	0.64	marketOpen	SIGNAL_ENTRY▼