Investing IQ is a kaChing-proprietary investor skill metric
graded on a 0 - 200 scale. It consists of:
Risk-Adjusted Return (50/200)
How closely the investor sticks to their stated strategy (50/200)
Quality of Investment Rationale (100/200)
Please see our FAQ for more details.
Investing IQ:
142
Risk-Adjusted Return:
Risk-Adjusted Return is calculated using the Information Ratio.
It can contribute at most 66.6 Investing IQ points.
Dan Carroll's Information Ratio is:
0.23 out of a maximum of 0.7 =
33% =
22.3 Investing IQ points.
Please see our Glossary for more details.
22.3
Sticks to Strategy:
Sticks to Strategy is calculated based on the investor's strategy and performance data. It can contribute at most 50.0 Investing IQ points.
Dan Carroll's Strategy is Macro.
Macro investors do not have a Sticks to Strategy score, so the Sticks to Strategy score is NA.
Please see our Glossary for more details.
NA
Quality of Rationale:
Quality of Investment Rationale is calculated by taking the average rating of the investor's
published research. It can contribute at most 133.3
Investing IQ points.
Dan Carroll's Quality of Investment Rationale is:
4.5 out of a maximum of 5.0 =
90% =
120.0 Investing IQ points.
kaChing charges an annual Management Fee of 1.00% of assets to automatically mirror Dan Carroll's trades in your own kaChing brokerage account. The fee is collected monthly at a rate of 1.00% / 12 = 0.08%.
For more information about Trade Mirroring, visit www.kaching.com.
kaChing customers have invested $552,532 to automatically mirror Dan Carroll's trades in their own kaChing brokerage accounts.
For more information about Trade Mirroring, visit www.kaching.com.
$552,532
Dan has 10 - 15% of his liquid net worth mirroring this model portfolio.
Strategy:
Macro
Themes:
My first quarterly investment letter willl be available late this year
Philosophy:
At a high level, I am an absolute return investor with a global macro strategy or top-down style to investing. I usually look at the bigger macro picture with regards to interest ramore »At a high level, I am an absolute return investor with a global macro strategy or top-down style to investing. I usually look at the bigger macro picture with regards to interest rates, currency movements, growth rates, inflation, sectors with attractive valuations and shift my investments in regions, countries, industries, or currencies accordingly. Some famous global macro hedge fund managers include George Soros, Julian Robertson, Paul Tudor Jones, and Bruce Kovner. Upon deciding the different areas to invest, I typically then dig down into balance sheets, fundamentals, and growth rates to find solid companies to invest in.
I would consider myself a medium-term investor with some of my holdings with a time horizon of 5 years, while others are a couple of months; I very rarely day trade.
I definitely consider myself a contrarian. If all the analysts love the stock, you can bet I am not a fan. You can find me getting long ugly looking downward trending charts and shorting beautiful uptrending charts. Lastly, I am a firm believer in dollar cost averaging and ordinarily buy/short around 20% of my desired position at a time. « less
hello dan carroll. I had two orders pending since 7:30 am. I would expect somewhat of a delay, but my orders didn't get filled at all. What should I have done?
Pilgrim's Pride is a company that recently exited bankruptcy and available on the market under the stock symbol PPC. I am unavailable to purchase this stock. Why is that?
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Mirror Dan Carroll
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Virtual Portfolio Value
$130,068,383
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Let me first start with my macro view on the current state of the US consumer:
We have a 70% consumer based economy, and on average, 30% of the average US household's net worth was wiped out in 2008. In addition, for the first time since WWII, the consumer More »
Long Trinity Industries
16-Feb-2009
Don’t let the wind blow you over on Trinity Industries
Think back to 2003. 50 cent was topping the charts with his “Get Rich or Die Tryin” (http://www.youtube.com/watch?v=MQxevTlP2CI) album and Martha Stewart was being indicted for insider trading. Besides More »
Investing IQ:
