KENDRICK HUANG
Anaheim,CA
Summary
Finance student with hands-on trading and market research experience across equity and derivatives markets. Grew a family investment fund from $5,000 to over $50,000 through disciplined risk management, technical analysis, and order flow methods. Built and backtested hedging strategies using options, futures, and macroeconomic analysis to manage downside risk in volatile conditions.
Overview
3
3
Languages
4
4
years of professional experience
Work History
Portfolio Manager & Private Trader
Family Investment Fund
01.2023 - Current
- Successfully scaled and managed a family investment fund from an initial capital of $5,000 in 2023 to over $50,000 through consistent, disciplined execution.
- Executed advanced technical analysis, order flow concepts, and risk management strategies, enhancing decision-making in investment trades.
- Implemented strict capital preservation and position-sizing protocols, effectively managing risk during high-volatility market cycles across equity and derivatives markets.
Financial Research & Market Hedging Project
Independent Research & Trading Project
01.2024 - Current
- Developed and executed dynamic hedging strategies utilizing options and futures contracts to protect portfolio downside risk.
- Backtested historical market data to assess effectiveness of protective puts and collar strategies in high VIX environments.
- Analyzed macroeconomic indicators, inflation trends, and Federal Reserve policy shifts to optimize asset allocation.
Education
Bachelor of Arts - Finance
California State University, Fullerton
01-2030
Skills
- Hedging Strategies
- Risk Management, Quantitative Backtesting, Options Strategies, Order Flow Analysis
- Market Analysis Techniques
- Volume profile analysis
- Financial & Trading Software
- ATAS, TradingView, MotiveWave, Excel (Financial Modeling)
- Risk management protocols
Personal Information
Title: Student Trader & Financial Analyst
Languages
English
Professional
Vietnamese
Native/ Bilingual
Chinese
Full Professional
Timeline
Financial Research & Market Hedging Project
Independent Research & Trading Project
01.2024 - Current
Portfolio Manager & Private Trader
Family Investment Fund
01.2023 - Current
Bachelor of Arts - Finance
California State University, Fullerton