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re: Let's do a top 5 equity portfolio for 2018

Posted on 11/5/18 at 9:23 am to
Posted by LSURussian
Member since Feb 2005
126962 posts
Posted on 11/5/18 at 9:23 am to
Updated as of 11/2/18 from MorningStar.com:

(It's been so long since I updated my spreadsheet I may have forgotten how to do it correctly when I exported the numbers into my spreadsheet from MorningStar.com. If you see a funny number in the list below, let me know. I may have screwed it up. )

Moots, when you get a chance, please use your spreadsheet to check my numbers. Thanks!

1 Zilla 22.43% FB -14.80% AMD 96.79% NTNX 22.14% GILD -0.68% WTW 8.69%

2 TimeOutdoors 29.89% TLND 66.54% IRBT 25.14% PEGA 15.16% MA 31.29% NVDA 11.30%

3 oklahogjr 26.32% MSFT 25.58% WMT 4.20% ADBE 36.75% NOW 37.11% ADSK 27.95%

4 ATLsuTiger 18.75% AAPL 23.84% CRM 33.81% DIS 7.92% JNJ 2.58% MSFT 25.58%

5 Who_Dat_Tiger 15.69% GOOG 1.09% MSFT 25.58% AMZN 42.42% NVDA 11.30% MU -1.95%

6 MontyFranklyn 15.17% V 23.15% AMZN 42.42% GOOG 1.09% BP 3.30% AXP 5.88%

7 Costanza 13.90% GE -44.70% MSFT 25.58% V 23.15% BA 23.05% AMZN 42.42%

8 LSUcam7 13.57% CSCO 21.23% AXP 5.88% UNP 12.47% STLD -3.96% TGT 32.25%

9 b-rab2 11.68% V 23.15% BB -16.11% MTCH 66.56% FOLD -17.65% WM 2.43%

10 wutangfinancial 10.73% BB -16.11% MU -1.95% V 23.15% TGT 32.25% BHC 16.31%

11 FunroePete 10.26% MU -1.95% ADBE 36.75% XPO -3.90% AAPL 23.84% HD -3.43%

12 BullredsRus 10.13% AMZN 42.42% V 23.15% FB -14.80% BP 3.30% HD -3.43%

13 ynlvr 10.11% AUPH 24.28% IBM -21.58% ILMN 50.17% LXRP -13.61% NVDA 11.30%

14 stout 7.84% MU -1.95% NVDA 11.30% LRCX -16.22% AMZN 42.42% JPM 3.67%

15 tyler perry 3.33% BRK.B 4.21% AAPL 23.84% FB -14.80% PG 0.84% JNJ 2.58%

16 LSURussian 1.80% AMZN 42.42% T -16.36% JPM 3.67% XOM 0.86% IBM -21.58%

17 white perch 1.74% GE -44.70% T -16.36% AMZN 42.42% V 23.15% WMT 4.20%

18 dirtsandwich 0.20% WYNN -32.56% TSCO 26.69% CBS -3.88% TGE -8.81% UNH 19.55%
_________________________________________________________________________________________

19 LSUtoOmaha -0.51% TAL -1.62% EDU -34.01% GOOG 1.09% FDX -10.45% AMZN 42.42%

20 BananaPeel -0.62% JPM 3.67% HD -3.43% MU -1.95% FB -14.80% PYPL 13.43%

21 HYDRebs -1.41% BABA -14.41% ALXN 2.70% GS -8.92% IRBT 25.14% ALLY -11.56%

22 windshieldman -3.05% XOM 0.86% V 23.15% AMZN 42.42% BTI -32.01% EGO -49.65%

23 Moots -5.51% SNE 19.68% AMAT -30.03% MU -1.95% TSCO 26.69% JD -41.94%

24 rmc -5.58% BAC -4.20% JPM 3.67% XOM 0.86% CHK -11.87% T -16.36%

25 CajunTiger92 -7.48% XOM 0.86% IP -18.94% JPM 3.67% IR 11.68% FCX -34.65%

26 jerryc436 -7.63% VALE 30.82% FB -14.80% BABA -14.41% MLCO -34.11% CVX -5.67%

27 C -10.73% GE -44.70% T -16.36% BP 3.30% V 23.15% F -19.06%

28 leoj -13.04% SLB -21.50% EMN -9.13% WHR -29.48% AAPL 23.84% CELG -28.91%

29 bayoubengals88 -13.26% AUPH 24.28% XXII -6.07% TSRO -63.44% FCAU -9.36% NTDOY -11.73%

30 Omada -13.52% ARRY 28.67% PATK -32.37% LL -59.96% JPM 3.67% PNC -7.63%

31 RedStickBR -15.40% BABA -14.41% PEGA 15.16% MIC -34.24% BMI 6.49% OZM -50.00%

32 cave canem -20.64% GE -44.70% T -16.36% XOM 0.86% FDX -10.45% WYNN -32.56%

33 ItNeverRains -52.28% RIOT -91.06% TEUM 3.86% DPW -91.65% SSC -30.80% FLEX -51.75%


Posted by LSUcam7
FL
Member since Sep 2016
7908 posts
Posted on 11/5/18 at 10:28 am to
Thanks for updating. Wow a lot has changed in the past few months with the sell off and rotation of sector favorites of the market.

I’ll take my top 10 spot! Zilla picked some winners this year.
Posted by oklahogjr
Gold Membership
Member since Jan 2010
36765 posts
Posted on 11/6/18 at 11:30 pm to
quote:

1 Zilla 22.43% FB -14.80% AMD 96.79% NTNX 22.14% GILD -0.68% WTW 8.69% 

2 TimeOutdoors 29.89% TLND 66.54% IRBT 25.14% PEGA 15.16% MA 31.29% NVDA 11.30% 

3 oklahogjr 26.32% MSFT 25.58% WMT 4.20% ADBE 36.75% NOW 37.11% ADSK 27.95% 


am I reading this right? shouldn't zilla be third now. I can't believe how well I've done especially considering the sell off
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