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Ticker / trading screen

Markets

A value-investing model that beat the S&P 500.

At VSD Investments I built a value-investing predictive formula that screens for supply bottlenecks in emerging trends, weights entries against Federal Reserve rate cycles, and scores company fundamentals into a composite trustworthiness index. It has compounded at roughly 27% and outpaced the S&P 500, and I carry the same focus on markets into competition and financial-literacy work.

~27.0%
CAGR
$35k → $91k
portfolio growth
Top 8%
Investopedia competitor

VSD Investments LLC

A formula built on supply bottlenecks

The formula starts where demand outruns supply. It screens for supply bottlenecks inside emerging trends, for example nuclear power constraining the AI data-center buildout, then weights entry timing against Federal Reserve rate cycles and scores company fundamentals into a composite trustworthiness index.

  • Roughly 27.0% CAGR, beating the S&P 500 over the same period.
  • Grew the portfolio from $35k to $91k.
  • Top 8% finish as an Investopedia competitor.

Peak to Peak Finance Club

From member to president

I joined as a freshman, was elected Secretary junior year, and now lead the club as President, growing membership to 85 students. Competing in the Council for Economic Education's National Personal Finance Challenge, our team was the best in the state and advanced to the national semifinals, and I have competed at the international level in high-school economics and finance competitions.

  • Member (9th, 10th), Secretary (11th), President (12th).
  • Grew the club to 85 members.
  • CEE National Personal Finance Challenge: Colorado State Champion and National Semifinalist.

Financial literacy

Making the market legible

Beyond my own portfolio, I work to close the financial-literacy gap. Through SEWA International USA my current focus is the shortage of practical money education in the United States, and my academic grounding runs through AP Microeconomics, AP Macroeconomics, and a college-level Personal Finance course I finished with an A.

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