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Program Details

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EF FINANCIAL SERVICES 

EF X

Manager: EDUARDO FRID

Address: PRADO NORTE 662, MEXICO DF, 11000, Mexico

PAST PERMORMANCE IS NOT INDICATIVE OF FUTURE RETURNS.

Overview

Program Type:CTA
Inception Date:Jun 1, 2009
AUM:$100,465
QEP:No
Incentive Fee:20%
Annual Mgt Fee:0%
Min Investment:$10,000
Disclosure Doc:View
Performance Program S&P 500
Total ROR:-31.19%157.06%
Annual ROR:-8.26%24.34%
YTD:0.00%5.53%
1 Year:0.00%14.71%
Alpha:-0.10
Beta:-0.41
Statistics Program S&P 500
Average Monthly Gain:1.32%3.58%
Average Monthly Loss:-5.36%-3.15%
Winning Months:3734
Losing Months:1518
Current DD:31.380.25
Max DD:40.9417.03
Sharpe Ratio (RF 1%):-0.60
Annualized Std Dev:15.36

Methodology

Discretionary:100%
Systematic:0%

Strategy

StrategyMulti-Strategy
DirectionalLong / Short
Holding PeriodIntraday
---------------------------
Technical Analysis:100%

Monthly Returns as Percentage by Year

JanFebMarAprMayJunJul AugSepOctNovDecYTD
2013-0.110.65-1.040.57-5.812.060.672.730.40-0.13
20120.342.151.271.211.120.000.850.700.07-0.911.870.699.73
20114.130.191.392.062.08-2.322.430.671.18-6.780.43-2.292.74
20100.934.82-4.50-4.461.981.423.30-1.66-13.62-20.410.482.70-28.05
20090.29-12.89-2.33-1.340.000.670.23-15.06

PAST PERMORMANCE IS NOT INDICATIVE OF FUTURE RETURNS.

Program Info

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Company Info

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Manager Info

Mr. Eduardo Frid has been interested and involved in the Equities and Futures market since the early 1990's. From August 1990 until December of 1995 he pursued a degree from the National Autonomous University of Mexico within Industrial Design. During this time he read a great deal about the financial markets as well as business and began his own small company. In January of 1993 until December of 1999 Frid launched Cactus Design where he was responsible for
designing different industrial projects for his clients. During this same time period beginning in January 1995, he began trading Stocks and Futures for his own account to experiment with different trading ideas and techniques. Also during this time he became engrossed in understanding technical analysis and attempting to utilize it properly. Then In January 2000 Mr.
Frid felt he had become so proficient in technical trading that he began offering to teach others how to trade as a sole proprietor, a service he continues to offer presently. At this time he began working with clients under the name "EF Financial Services" and was based out of Mexico City, MX. Mr. Frid's role at EF Financial Services is to act as its head trading instructor. While running the trading school from July 2004 through July 2006 Frid also opened and managed a restaurant in Mexico City. At the restaurant Mr. Frid was responsible for the day to day operations as well as setting the menu and the company's overall profitability. After he had sold the restaurant in March of 2009 he passed the Series 3 exam, then in April 2009 Mr. Frid registered with the Commodity Futures Trading Commission (CFTC) and later that same month he became a member of the National Futures Association ("NFA") as a sole-proprietor Commodity Trading Advisor (CTA). After this, during May of 2009, to keep his instructional trading company separate from his CTA business, Frid changed the name by which his instructional company was known from EF Financial Services to EF Pro Trading, the name by which it operates currently. After this once registered in June of 2009 Mr. Frid started managing futures accounts for clients as a sole proprietor CTA using the name EF Financial Services.