Fact Sheet

21-Mar-10

eredd

MBA student at the Tepper School of Business at Carnegie Mellon University (US News rank 15th). Formerly investment research analyst at Federated Inve... more

eredd has 3 followers

Location:

Pennsylvania, USA

Inception:

14-Sep-09

Ann. Return:

21.59%

Valuation:

Capitalization Bias:

None

Long/Short:

Long/Short

Investor Type

Match to You Complete this to determine how this member matches to you.	Approach:
Match to You Complete this to determine how this member matches to you.	Risk Profile:
Match to You Complete this to determine how this member matches to you.	Holding Period:
Match to You Complete this to determine how this member matches to you.	Focus:

Investment Style

Picture all the sectors of the market, ranked in order of performance. Now, remove the entire the bottom half, the worst performing. What do you have left? A portfolio of securities, that in the aggregate, out performed the market.

Furthermore, imagine if you could make this portfolio less volatile than the market. The result is superior risk adjusted returns. This is what we do.

The goal is capital appreciation with less volatility than the S&P 500, resulting in superior risk adjusted returns. To achieve this goal I take long and short positions in equity sectors, then hedge or... more

How eredd Got Started

I became “fascinated by the investment process” at a very young age.

Job Title:

Research Analyst

Industry:

Investment Management

Investment Exp.:

1-5 years

Born:

1981

Education:

MBA candidate, Carnegie Mellon University

Qualifications:

MBA candidate, BA Accounting

Latest Blog Post

Value vs Growth. Value to Outperform. (17-Mar-10)
One of my investment theses for 2010 is value stocks are undervalued relative to growth stocks. Growth dominated in 2009. However, value indexes started showing up on my momentum screens, prompting me to perform the following research. I calculated the relationship between value stocks, represented by IVE, and growth stocks, represented by IVW. I then applied a normal distribution to the price dif...... View Blog

Performance

	eredd	S&P 500
Return Since Inception	10.59 n/a
Month to Date Return	5.31 n/a	5.55
Last 3 Months Return	3.34 n/a	0.81
Last 12 Months Return	n/a n/a	50.25
Annualized Return	21.59 n/a	-1.80
Projected Alpha	10.74
Beta	0.43

Latest Trades

Login to track eredd and view trades.

Risk

Annualized Std. Deviation

Sharpe Ratio

Maximum Drawdown

10.73%

15.74%

2.01

1.53

-6.14%

-8.13%

eredd

S&P 500

eredd's Latest Commentary

	Created a RYBHX blog post. 17-Mar-10
	Created a RYZAX blog post. 17-Mar-10
	Created a RZV blog post. 17-Mar-10
	Created a RYAVX blog post. 17-Mar-10
	Created a IJJ blog post. 17-Mar-10
More

Talk to eredd

Previous questions

calirodgers asked (30-Sep-09) I am from Pittsburgh as well and have been lving in San Jose, CA for about three years. Good luck with your holdings. I am from Pittsburgh as well and have been lving in San Jose, CA for about three years. Good luck w... More [+] Replies (2) \|

calirodgers asked (30-Sep-09)

I am from Pittsburgh as well and have been lving in San Jose, CA for about three years. Good luck w... More

[+] Replies (2)

Watchlist Ideas

eredd has no current Watchlist ideas.

Holding Summary

Top 5 Holdings

Total

49.28%

Holdings

View detail

Industry Breakdown

Funds

Geographic Breakdown

United States

	Created a RYBHX blog post. 17-Mar-10
	Created a RYZAX blog post. 17-Mar-10
	Created a RZV blog post. 17-Mar-10
	Created a RYAVX blog post. 17-Mar-10
	Created a IJJ blog post. 17-Mar-10
	Created a RYAZX blog post. 17-Mar-10
	Created a IVE blog post. 17-Mar-10
	Created a RPV blog post. 17-Mar-10
	Created a IVW blog post. 17-Mar-10
	Created a RFG blog post. 17-Mar-10
	Created a SPY blog post. 17-Mar-10
	Created a blog post. 01-Feb-10
	Created a GSG blog post. 21-Oct-09
	Created a SPY blog post. 21-Oct-09
	Created a RYWBX blog post. 14-Oct-09
	Created a UUP blog post. 14-Oct-09
	Created a UDN blog post. 14-Oct-09
	Created a PZT blog post. 08-Oct-09
	Created a MLN blog post. 08-Oct-09
	Created a NYF blog post. 08-Oct-09
	Created a SMB blog post. 08-Oct-09
	Created a HYD blog post. 08-Oct-09
	Created a TFI blog post. 08-Oct-09
	Created a SHM blog post. 08-Oct-09
	Created a MUB blog post. 08-Oct-09
	Created a PWZ blog post. 08-Oct-09
	Created a PYMDX blog post. 08-Oct-09
	Created a ITM blog post. 08-Oct-09
	Created a RYRSX blog post. 07-Oct-09
	Created a RYVYX blog post. 07-Oct-09
Close

Login

Fact Sheet

eredd

Disclaimer

Portfolio Valuation

Investor Type

Match to You

Match to You

Match to You

Match to You

Latest Blog Post

Performance

Alpha

Beta

Latest Trades

Risk

Annualized Standard Deviation

Annualized Standard Deviation

Sharpe Ratio

Sharpe Ratio

Maximum Drawdown

Maximum Drawdown

eredd's Latest Commentary

Talk to eredd

Previous questions

Watchlist Ideas

Holding Summary

RYAVX

RYCAX

RYMDX

RYHRX

RYPAX

Tracking only data