Stock Picking (Beat Boho) Contest - V2.0

[Boho]

I already sold the GLD and made about $900.

[Totoro]

Nunnun didn't do anything and made $9.217 today

[Boho]

It looks like the two founders of the contest will be more or less neck and neck, in 13th and 14th place, when the rankings update.

[easysurfer]

Quote:

Originally Posted by Boho It looks like the two founders of the contest will be more or less neck and neck, in 13th and 14th place, when the rankings update.

Shows that contest definitely not rigged .

One of the founders been trading left and right. The other, a few trades to get the AA right, then sitting back and treading water .

[nun]

Quote:

Originally Posted by Totoro Nunnun didn't do anything and made $9.217 today

I haven't logged on for a while, and of course I've done absolutely nothing since I bought my positions in S&P 500 funds and yet I continue to be 7th. I expect the names above and below me to change somewhat and I might actually fall a bit towards the middle. I always claimed that I would be mid table and I assume the active traders all belived they would be towards the top of the table......looks like the only people who got things wrong are the active traders that are below average. But we all knew that would be the case going in - didn't we.

[SecondCor521]

Quote:

Originally Posted by nun I haven't logged on for a while, and of course I've done absolutely nothing since I bought my positions in S&P 500 funds and yet I continue to be 7th. I expect the names above and below me to change somewhat and I might actually fall a bit towards the middle. I always claimed that I would be mid table and I assume the active traders all belived they would be towards the top of the table......looks like the only people who got things wrong are the active traders that are below average. But we all knew that would be the case going in - didn't we.

I would expect you to be right around the 66th percentile (so ahead of 2/3 of the participants) if investment costs were realistically modeled. If taxes were considered, I'd expect you to be in the top 10-25%.

[Boho]

How many would you consider active traders? There's me and maybe one other. Are there even three or four? None of us fit the technical definition of professional trader. I'm not sure about active.

Anyway, with both domestic and international events going a little crazy I took a longer term approach with $342,300 in SCHF (SCHWAB INTERNATIONAL EQUITY ETF), betting against the US, but I still have $445,860 in HON which I believe I bought low.

[sengsational]

Quote:

Originally Posted by nun .. and of course I've done absolutely nothing since I bought my positions in S&P 500 funds and yet I continue to be 7th.

You might consider going in to reinvest your dividends rather than just letting that 2% just sit-out the ride.

[Boho]

.

[sengsational]

One player dropped out "trashcan12" and we've added "Norm Young" and "ransil".

K$	counts	best	worst
Player Rank Value of All Value of:Open Cash Balance Average Cash comsecga 1 $1,483K $618K $-101K $-36K Totoro_ERF 2 $1,287K $1,120K $168K $128K exnavynuke 4 $1,256K $1,067K $-285K $-369K DieWurst 5 $1,172K $605K $-0K $6K covert1 6 $1,157K $964K $0K $121K lbymfreddie 7 $1,138K $1,132K $7K $74K nunnun 8 $1,136K $1,213K $21K $13K kite_rider 9 $1,126K $844K $-13K $632K cfahey27 10 $1,117K $501K $7K $462K sengsational 11 $1,107K $1,062K $1K $25K easysurfer 12 $1,062K $550K $118K $273K Spudd 13 $1,050K $1,048K $2K $233K nvestysly 14 $1,039K $946K $2K $407K RiskyBusinessC2 16 $1,025K $771K $255K $578K BohoII 15 $1,021K $810K $-111K $317K NormYoung 17 $1,019K $913K $106K $941K ransil 19 $1,015K $854K $76K $931K lawrencewendall 18 $1,013K $1,612K $-599K $-532K cdailey 28 $941K $573K $-795K $601K Fermion 27 $936K $672K $264K $625K Clone2 29 $877K $869K $8K $688K RISP 30 $643K $625K $18K $-245K Fermion1 3 $553K $738K $-121K $320K	Current Open Long Trades Short Trades Option Trades R/T Trades R/T-Unique Stocks 2 27 4 0 13 12 2 11 0 0 4 4 3 12 0 0 5 3 2 9 0 0 0 0 3 13 0 0 1 1 5 26 0 0 8 4 0 2 0 0 0 0 8 13 0 1 1 1 1 5 0 0 0 0 28 133 0 0 59 40 2 18 0 0 0 0 10 100 4 5 58 37 18 26 0 0 0 0 3 5 2 15 7 6 4 292 2 0 164 77 6 7 0 0 0 0 14 21 0 0 3 2 8 19 0 0 0 0 6 12 0 0 0 0 2 2 0 0 0 0 2 2 0 0 0 0 6 38 8 1 21 13 0 16 2 0 10 4	Ticker Stock Gain Loss Gain/Loss Percent NFLX $152K 96% PII $106K 42% FAS $122K 35% VNQI $46K 14% MNKD $45K 20% BOFI $305K 62% VOO $108K 21% ANET $82K 26% AAPL $41K 9% IRMD $26K 54% VXUS $21K 9% CNCE $66K 31% INTC $25K 50% NAVI $7K 6% ANW $25K 4% AMZN $13K 9% EBIO $6K 95% SDYL $5K 9% SBUX $1K 4% ECYT $228K 95% none $0K ?% BXC $39K 57% NVDA $297K 33%	Ticker Stock Gain Loss Gain/Loss Percent GIMO $-59K -21% DB $11K 6% SOXL $-36K -7% VEU $25K 12% O $11K 4% TEVA $-163K -51% VTI $106K 21% CRSP $-4K -8% AAPL $41K 9% ICON $-23K -70% BND $-11K -4% BB $-101K -20% KMB $-8K -16% EDF $-16K -4% RAD $-163K -26% VWO $-4K -4% MU $-10K -9% FTR $-81K -40% JNJ $-26K -9% CLSN $-292K -59% DE $-78K -16% XOM $-29K -14% KITE $-312K 133%

[sengsational]

Just for fun, here's the trades that our leaders have made. We can see that NFLX and SHOP are what put comsecga in the lead, Totoro has consistent wins, exnavynuke has succeeded with FAS, SSO and XLF, and DieWurst has the simplest of the leader board with some international indexes.

Player	Rank	Stock	Start	Start$	End	End/Now$	Difference	Gain/Loss
comsecga	1	DIS	05/09/2017	-111,780	05/12/2017	-109,680	2,100	2%
		GIMO	04/24/2017	283,885	04/28/2017	225,000	-58,885	-21%
		GNTX	04/27/2017	41,710	05/26/2017	38,300	-3,410	-8%
		IBM	04/19/2017	-80,860	04/25/2017	-80,525	335	0%
		INTC	04/27/2017	74,410	05/26/2017	72,560	-1,850	-2%
		KO	04/19/2017	86,710	05/09/2017	87,180	470	1%
		LULU	04/19/2017	104,610	04/26/2017	106,400	1,790	2%
		NFLX	06/09/2017	157,900	Open	309,810	151,910	96%
		SHOP	04/19/2017	179,750	Open	308,225	128,475	71%
		SNAP	05/10/2017	23,010	05/11/2017	17,960	-5,050	-22%
		SPY	04/19/2017	117,270	06/05/2017	122,005	4,735	4%
		SWN	04/19/2017	37,215	05/25/2017	33,940	-3,275	-9%
		TWTR	05/10/2017	36,730	06/02/2017	36,700	-30	-0%
		VTI	04/19/2017	120,590	06/05/2017	125,290	4,700	4%

Player	Rank	Stock	Start	Start$	End	End/Now$	Difference	Gain/Loss
Totoro_ERF	2	AER	05/30/2017	488,430	Open	568,810	80,380	16%
		BKE	05/30/2017	68,210	03/20/2018	83,320	15,110	22%
		DB	03/30/2017	184,076	05/30/2017	195,516	11,440	6%
		MAT	03/20/2018	512,000	Open	550,800	38,800	8%
		MIK	05/30/2017	234,490	03/20/2018	254,640	20,150	9%
		PII	05/30/2017	252,580	03/20/2018	358,170	105,590	42%

Player	Rank	Stock	Start	Start$	End	End/Now$	Difference	Gain/Loss
exnavynuke	4	FAS	04/04/2017	352,330	Open	474,740	122,410	35%
		NMM	03/30/2017	18,730	07/13/2017	14,490	-4,240	-23%
		RMP	04/04/2017	126,660	07/13/2017	99,500	-27,160	-21%
		SOXL	04/04/2017	491,605	04/12/2017	455,195	-36,410	-7%
		SSO	04/18/2017	468,282	Open	562,040	93,758	20%
		XLF	04/18/2017	230,400	Open	272,800	42,400	18%

Player	Rank	Stock	Start	Start$	End	End/Now$	Difference	Gain/Loss
DieWurst	5	VEU	08/31/2017	201,971	Open	227,199	25,228	12%
		VNQI	07/26/2017	331,936	Open	377,884	45,949	14%

[Totoro]

The worst trade of Fermion1 seems off (133%)?

[sengsational]

Thanks for that bit of eyeballing of the data there, Totoro. Because I had to introduce a fake transaction that the simulator didn't have (but should have), something went wrong there. He borrowed stock and sold it for $235K. The missing transaction was buying $547K of worth of stock at the end. I'm not sure I'm doing the % correctly on short sales. Would it be -311/547? I didn't chase it because it's a side effect of the hack I had to make for the shorted then de-listed thing. Hopefully there won't be any more of those simulator errors.

Player	Rank	Stock	Start	Start$	End	End/Now$	Difference	Gain/Loss
Fermion1	3	ECYT	05/22/2017	161,880	06/06/2017	124,600	-37,280	-23%
		GILD	05/16/2017	492,385	06/14/2017	487,575	-4,810	-1%
		JUNO	05/16/2017	254,810	06/21/2017	260,200	5,390	2%
		KITE	06/04/2017	-235,155	08/07/2017	-546,860	-311,705	?
		NVDA	06/17/2017	901,215	Open	1,197,870	296,655	33%

[Boho]

So much for dabble in SCHWAB INTERNATIONAL EQUITY ETF. I planned to keep it long term but the world is getting more screwed up. Back to buy and sell.

[Boho]

Back to gold.

[Boho]

End of May results.

[ERD50]

If I extrapolate Boho's performance versus the market for the past three months alone, he could surpass nunnun in another 11 months.

Big IF, IMO. I suspect it's just noise, as I have not been able to discern any defined strategy from Boho.

He's still ~ 9.88% behind a couch potato approach.

-ERD50

[easysurfer]

Oh no! Boho is nipping at my heels in the ranking.

[Boho]

I don't know when this thread got two stars but I think I'm not doing as badly as some people would like and they think the thread no longer speaks for itself.

[ERD50]

I don't think I've ever voted for a thread, and I never pay attention to it. I'm not sure what significance you see in a single 2 star vote.

IMO, you're doing plenty bad. Though I don't know why you'd think anyone would 'want' or 'like' you to do bad. I merely expect it.

-ERD50