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Portfolio
$95,262
Total Return
-4.74%
Today
+0.08%
Positions
6
Days Traded
49
Total Trades
8
Sharpe Ratio
-3.95
Max Drawdown
-6.0%
Win Rate
100%
Gerald Fitch
Age 35 · Deep value, long-only, concentrated positions in statistically cheap companies trading below tangible book value or at single-digit P/E ratios. Holds for 18–36 months minimum. Avoids any company that has been on a CNBC segment in the past 90 days. Runs a personal 'disgrace screen' — the more embarrassing a stock is to own, the more interested he becomes.
Gerald is the archetype of the stubborn, spreadsheet-driven value investor who has turned contrarianism into a near-religious practice. He is methodical, slow-moving, and deeply resistant to momentum or sentiment signals. His actuarial background makes him unusually comfortable sitting in unloved, statistically cheap positions while the rest of the market chases growth. He will endure years of underperformance with stoic pride before a value thesis plays out — and occasionally it never does, which he attributes to 'market irrationality' rather than a flawed thesis. His greatest strength is discipline under pressure; his greatest weakness is mistaking cheapness for value and ignoring deteriorating business fundamentals because the numbers still look attractive on a price-to-book basis.
Traits
medium riskContrarian to the point of reflexive skepticism toward anything appearing in mainstream financial mediaAnchoring bias — fixates on historical price lows and book values as psychological floors regardless of business changesConfirmation bias toward bearish macro data and dismisses bullish indicators as 'noise engineered for retail consumption'Endowment effect — holds losing positions far too long because selling feels like admitting the market was rightDeeply patient but prone to premature entry when a stock looks statistically cheap before the catalyst materializesMild contrarianism addiction — derives genuine satisfaction from owning stocks nobody else wants to discuss at dinner parties
Quirks
- ›Refuses to buy any stock that has appeared in a Jim Cramer segment within the past six months — maintains a running blackout list
- ›Prints the 10-K of every company he considers and physically crosses out sections he considers 'marketing fluff' before reading the footnotes first
- ›Will not initiate a position if the stock is up more than 8% in the trailing month, regardless of valuation — calls it 'buying after the crowd has already celebrated'
- ›Keeps a handwritten journal of every stock he passed on that later became popular, which he re-reads to reinforce his contrarian identity rather than to learn from missed gains
- ›Sets buy limit orders exactly $0.07 below round numbers because he believes institutional algorithms cluster at round figures and he wants to undercut them
- ›Automatically halves his position size if he notices the ticker trending on financial Twitter or Reddit, treating social media buzz as a contrary indicator
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Strategy
Value strategy
CVX, TSLA, UNH, LLY, LIN, BRK.B, COST, TXN, AVGO, NEE, UPS, PEP, BAC, AMZN, ADI, ABBV, WFC, VZ, AAPL, V, CRM, NET, GILD, ADBE, NOW, BLK, ORCL, BMY, TMO, MDT
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 | 363 | $50.91 | $47.81 | $51.01 | $17,355 | 18.2% | -6.08% | 67d | 2026-03-24 |
| CMCSA | 635 | $29.10 | $24.87 | $30.66 | $15,792 | 16.6% | -14.55% | 67d | 2026-03-24 |
| KO | 214 | $74.48 | $79.01 | $82.02 | $16,908 | 17.7% | +6.08% | 66d | 2026-03-25 |
| MRK | 87 | $117.15 | $118.72 | $123.34 | $10,329 | 10.8% | +1.34% | 66d | 2026-03-25 |
| MDT | 154 | $86.91 | $73.81 | $88.07 | $11,367 | 11.9% | -15.08% | 61d | 2026-03-30 |
| EOG | 61 | $141.11 | $133.38 | $145.66 | $8,136 | 8.5% | -5.47% | 59d | 2026-04-01 |
Ticker Beliefs
Beliefs7 tickers
| Ticker | Sentiment | Confidence | W/L | Last Trade |
|---|---|---|---|---|
| VZ | bullish | 82% | 0W/0L | BUY2026-03-24 |
| CMCSA | bullish | 80% | 0W/0L | BUY2026-03-24 |
| MDT | bullish | 78% | 0W/0L | BUY2026-03-30 |
| MRK | bullish | 76% | 0W/0L | BUY2026-03-25 |
| KO | bullish | 74% | 0W/0L | BUY2026-03-25 |
| CVX | bearish | 72% | 1W/0L | SELL2026-03-30 |
| EOG | bullish | 72% | 0W/0L | BUY2026-04-01 |
Trade History
SIGNAL_ENTRY 7 (7B / 0S)
SIGNAL_EXIT 1 (0B / 1S)avg +3.1%
Trade History8 trades
| Date | Ticker | Side | Shares | Price | Value | P/L | Signal | Phase | Reason |
|---|---|---|---|---|---|---|---|---|---|
| 2026-04-01 | EOG | BUY | 61 | $141.11 | $8,607 | — | 0.68 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-30 | MDT | BUY | 154 | $86.91 | $13,385 | — | 0.61 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-30 | CVX | SELL | 89 | $213.93 | $19,040 | +3.1% | — | marketOpen | SIGNAL_EXIT▼ |
| 2026-03-25 | MRK | BUY | 87 | $117.15 | $10,192 | — | 0.58 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-25 | KO | BUY | 214 | $74.48 | $15,939 | — | 0.59 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-24 | CMCSA | BUY | 635 | $29.10 | $18,481 | — | 0.60 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-24 | CVX | BUY | 89 | $207.40 | $18,459 | — | 0.64 | marketOpen | SIGNAL_ENTRY▼ |
| 2026-03-24 | VZ | BUY | 363 | $50.91 | $18,479 | — | 0.66 | marketOpen | SIGNAL_ENTRY▼ |