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Market Commentary: 05-06-2008 (07-May-08)
Life is complex. From the moment we awaken each morning, a never ending cycle of decisions appears. For most people, preparing for work, getting children off to school and enduring a morning commute offer increased stress levels. By the time their workday begins, stress has become elevated,...... View Blog
| epicadv | S&P 500 | |
|---|---|---|
| Return Since Inception | 74.10 | |
| Month to Date Return | 1.58 | 0.19 |
| Last 3 Months Return | -0.16 | 0.51 |
| Annualized Return | 106.54 | 4.15 |
| Alpha | 0.48 | |
| Beta | -2.99 | |
Latest Trades
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Risk
| Annualized Std. Deviation | Sharpe Ratio | Maximum Drawdown | ||||||||
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epicadv
S&P 500 epicadv's Latest Commentary
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Posted a response to a question for epicadv. 08-May-08 | |
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Updated MS rationale. 31-Mar-08 | |
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Updated ALL rationale. 31-Mar-08 | |
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Posted a response to a question for epicadv. 27-Mar-08 | |
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Updated GS rationale. 16-Mar-08 | |
| More | ||
Overview
| Inception: | 06-Aug-07 |
| Portfolio Valuation: | $$ |
| Annualized Return: | 106.54% |
Talk to epicadv
Log in to ask this member a question
Previous questions
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eggsogreen asked (14-Mar-08)
could the same thing that happened to BSC happen to WM?
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eggsogreen asked (10-Mar-08)
do you have thoughts on FNM? thanks. PS. I understand if you havnt spent time on this ticker
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eggsogreen asked (06-Mar-08)
great call on wm. you said it would go down to 12. you nailed it.
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Watchlist Ideas
| XTO | Buy: 46.00 | Sell: 65.00 |
4.05%
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XTO Watchlist idea |
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| HSY | Buy: 30.00 | Sell: 55.00 |
-3.42%
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HSY Watchlist idea |
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| CB | Buy: 30.00 | Sell: 60.00 |
2.21%
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CB Watchlist idea |
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Holding Summary
Investment Style
EPIC pursues four main investment strategies, Merger Arbitrage, Asset Allocation, Market Timing and Volatility.
Merger Arbitrage
EPIC's merger arbitrage strategy is to wait until mergers have been announced. From there, we assess the potential for the deal to occur and look for inefficiencies within the capital structure. When we feel the market has misjudged, we will take a positi
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[ more ]
| Investment Experience | 10-20 years |
| Time Horizon | Long |




4.05%
-3.42%