Boho
Thinks s/he gets paid by the post
- Joined
- Feb 7, 2017
- Messages
- 1,844
No trades for me in September.
No trades for me in September. ...
The excitement is palpable. [emoji849][emoji849][emoji849]We are exactly halfway through the 3 years.
Are you still playing? Or just happy with that portfolio?
You closed the gap with our market proxy (nunnun) ~ $2,000 this month. At that rate, you just might surpass him in about 97 months. When does the contest end?
The excitement is palpable. [emoji849][emoji849][emoji849]
My dear Boho, waiting and hoping is not a plan.......
I got involved in other things but I'm still playing. Part of it is that, last I checked, all my holdings were down and I don't have a ton of cash to trade with. I tend to hold in cases like that and not buy. I wasn't able to find anything that scares me about their future potential, so I'm just waiting and hoping.
I probably should be more invested under normal circumstances but things are too "interesting" with Trump and stuff and it's hard to say what will happen. Business could suffer big time for the next week, or for the next two years. Trade deals will happen though, eventually, so I'm bullish on that. Likely before the contest ends. But then there's other stuff. I mean, nobody other than the NY Times even knows who's running the country. It seems like something should be done about that, but maybe it won't.
Still beating Boho [emoji16]K$|counts|best|worst
|Player|Rank|Value of All|Value of:Open|Cash Balance|Average Cash
ransil|18|$1,090K|$1,923K|$-833K|$655K|
|Current Open|Long Trades|Short Trades|Option Trades|R/T Trades|R/T-Unique Stocks
20|235|4|0|106|24|
|Ticker Stock|Gain Loss|Gain/Loss Percent
NVDA|$22K|10%|
Ticker Stock|Gain Loss|Gain/Loss Percent
ADOM|$-36K|-32%|
Holding $2M but borrowing $0.8M, highly leveraged and active trader "ransil" dropped to rank 18.
Player|Rank|Stock|Start|Start$|End|End/Now$|Difference|Gain/Loss
ransil|18|ADOM|06/22/2018|110,933|Open|75,008|-35,925|-32%|
||AMDA|06/24/2018|12,400|Open|3,120|-9,280|-75%|
||CAKE|08/01/2018|24,390|08/17/2018|25,580|1,190|5%|
||CGC|06/22/2018|129,133|07/31/2018|150,435|21,302|17%|
||CIT|06/01/2018|85,027|Open|87,737|2,710|3%|
||CSCO|04/02/2018|85,055|06/16/2018|89,370|4,315|5%|
||CX|05/05/2018|41,450|07/02/2018|48,020|6,570|16%|
||DBX|07/02/2018|172,690|Open|190,115|17,425|10%|
||DRYS|04/02/2018|2,960|05/21/2018|3,187|226|8%|
||ECYT|06/06/2018|-12,710|07/10/2018|-16,830|-4,120|-32%|
||EQM|07/14/2018|141,548|Open|145,145|3,598|3%|
||EVC|05/31/2018|39,620|07/01/2018|50,180|10,560|27%|
||F|07/14/2018|196,675|Open|188,540|-8,135|-4%|
||FB|07/15/2018|264,850|Open|283,565|18,715|7%|
||FLEX|05/25/2018|69,360|08/06/2018|70,350|990|1%|
||FTR|06/09/2018|92,050|Open|77,880|-14,170|-15%|
||GE|06/01/2018|216,970|Open|227,167|10,197|5%|
||GPRO|08/01/2018|29,315|08/03/2018|35,500|6,185|21%|
||GWPH|08/06/2018|32,184|09/18/2018|37,210|5,026|16%|
||HTBX|05/09/2018|37,525|05/16/2018|43,607|6,082|16%|
||JD|09/24/2018|24,750|Open|26,090|1,340|5%|
||JPM|06/05/2018|215,350|09/14/2018|235,465|20,115|9%|
||KHC|08/24/2018|353,950|Open|330,660|-23,290|-7%|
||MU|08/04/2018|243,310|Open|247,477|4,167|2%|
||NATI|05/16/2018|41,015|07/28/2018|45,678|4,663|11%|
||NTNX|08/09/2018|107,371|Open|113,724|6,353|6%|
||NVDA|04/02/2018|228,765|05/11/2018|250,999|22,234|10%|
||NXPI|08/17/2018|190,990|Open|179,550|-11,440|-6%|
||PDLI|06/23/2018|73,970|08/03/2018|82,318|8,348|11%|
||QCOM|04/23/2018|5,110|06/12/2018|6,210|1,101|22%|
||RWLK|06/18/2018|54,690|Open|65,080|10,390|19%|
||SESN|04/05/2018|6,520|05/05/2018|13,260|6,740|104%|
||SGMO|09/06/2018|27,970|09/18/2018|29,960|1,990|7%|
||SITO|07/19/2018|52,792|Open|41,296|-11,496|-22%|
||SMG|07/29/2018|130,681|Open|133,841|3,160|2%|
||SO|05/18/2018|21,370|06/29/2018|23,341|1,971|9%|
||SPOT|04/05/2018|29,275|06/07/2018|32,470|3,195|11%|
||TLRY|07/31/2018|42,448|08/06/2018|48,050|5,602|13%|
||UPL|06/20/2018|156,145|Open|156,000|-145|-0%|
||USB|04/30/2018|44,779|09/19/2018|49,311|4,532|10%|
||VICL|06/13/2018|21,225|06/20/2018|25,190|3,965|19%|
||XOG|08/12/2018|134,590|Open|124,190|-10,400|-8%|
||XOM|04/02/2018|74,280|04/05/2018|75,640|1,360|2%|
||ZG|08/18/2018|164,915|Open|154,700|-10,215|-6%|
Not anymore
How are you doing vs. nunnun?
He dropped from $1,247,804.20 to $1,183,852.32 today. Pretty equal to the S&P. Still way ahead of me at the moment.
That's a l-o-o-o-o-o-o-o-o-n-g 'moment'.
He's been way ahead of you for at least a year.
-ERD50
I was number one longer than he was number one.
When did the contest change from "Beat Boho" to "Be #1 longer than a B&H Market Indexer"?
On the more directly constructive side of things - have you learned anything from this contest?
Or will you go all the way to the end with excuses?
...
Well, a single Rite Aid trade is what got me behind ...
So, what does one learn from this one out of hundreds of trades? I've started to diversify a little more, but that requires more work. ....
...
I also predict, as I thought I had done earlier on this thread but perhaps I didn't, that nunnun will end up in the top half at the end of the contest and that Boho will end up below him in the rankings.
ETA: I did predict these latter two items already in post #61 on this thread: http://www.early-retirement.org/for...-boho-contest-v2-0-a-86109-7.html#post2000540
I should probably repeat what I've said before. Boho certainly could come out high in the rank at the end (or low in the rank). That's what can happen when you have low diversification. It can be highly volatile, and far more likely to be up or down a lot, compared to a broad index.
It's kind of funny that he's talking about getting more diversified after he's down. That's just the opposite of how this game could be played. If I had managed to have some good trades, I would then diversify to try to lock in that gain. He is likely to lock in his (relative) loss. He probably has a better chance of coming out ahead at this point if he shoots for the fences. Not a good investing strategy, but probably the right game strategy at this point.
He still has a lot to learn.
-ERD50
No, that's not what I said.You're talking like I want to buy the index. I'd just like to hold 5-6 stocks at a time instead of 1-3, or at least keep each one below $200,000. I don't take the time to do all that.
VTI is only ~10% off from it 52 week high so it may have a way to go.