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

Posted on 11/7/18 at 8:54 am to
Posted by LSURussian
Member since Feb 2005
126963 posts
Posted on 11/7/18 at 8:54 am to
Since I was fooling with the Excel table anyway I decided to update our results as of the close of the market on 11/6/18. Not much has changed from Friday. "ItNeverRains" is almost above less than -50% YTD.

1 TimeOutdoors 28.18% TLND 60.06% IRBT 26.48% PEGA 12.81% MA 32.23% NVDA 9.31%

2 oklahogjr 26.89% MSFT 27.40% WMT 6.22% ADBE 37.27% NOW 36.03% ADSK 27.54%

3 Zilla 25.53% FB -15.03% AMD 101.17% NTNX 25.88% GILD 0.59% WTW 15.04%

4 ATLsuTiger 18.67% AAPL 21.65% CRM 31.03% DIS 9.34% JNJ 3.93% MSFT 27.40%

5 MontyFranklyn 15.68% V 24.03% AMZN 40.47% GOOG 0.90% BP 5.82% AXP 7.16%

6 LSUcam7 15.13% CSCO 23.89% AXP 7.16% UNP 13.67% STLD -3.10% TGT 34.05%

7 Who_Dat_Tiger 14.97% GOOG 0.90% MSFT 27.40% AMZN 40.47% NVDA 9.31% MU -3.21%

8 Costanza 14.79% GE -43.95% MSFT 27.40% V 24.03% BA 26.00% AMZN 40.47%

9 wutangfinancial 13.59% BB -15.49% MU -3.21% V 24.03% TGT 34.05% BHC 28.59%

10 ynlvr 11.76% AUPH 23.18% IBM -16.73% ILMN 47.71% LXRP -4.67% NVDA 9.31%

11 b-rab2 10.75% V 24.03% BB -15.49% MTCH 64.39% FOLD -22.59% WM 3.39%

12 BullredsRus 10.59% AMZN 40.47% V 24.03% FB -15.03% BP 5.82% HD -2.34%

13 FunroePete 9.26% MU -3.21% ADBE 37.27% XPO -7.06% AAPL 21.65% HD -2.34%

14 stout 7.09% MU -3.21% NVDA 9.31% LRCX -15.92% AMZN 40.47% JPM 4.81%

15 tyler perry 4.70% BRK.B 10.24% AAPL 21.65% FB -15.03% PG 2.69% JNJ 3.93%

16 LSURussian 2.85% AMZN 40.47% T -15.23% JPM 4.81% XOM 0.91% IBM -16.73%

17 white perch 2.31% GE -43.95% T -15.23% AMZN 40.47% V 24.03% WMT 6.22%

18 dirtsandwich 1.43% WYNN -33.75% TSCO 25.85% CBS -1.14% TGE -4.50% UNH 20.70%

19 BananaPeel -0.15% JPM 4.81% HD -2.34% MU -3.21% FB -15.03% PYPL 15.04%

20 HYDRebs -0.74% BABA -14.49% ALXN 3.04% GS -9.50% IRBT 26.48% ALLY -9.22%

21 LSUtoOmaha -0.98% TAL -2.36% EDU -35.50% GOOG 0.90% FDX -8.40% AMZN 40.47%

22 windshieldman -3.03% XOM 0.91% V 24.03% AMZN 40.47% BTI -31.62% EGO -48.95%

23 rmc -4.09% BAC -3.12% JPM 4.81% XOM 0.91% CHK -7.83% T -15.23%

24 CajunTiger92 -6.25% XOM 0.91% IP -17.06% JPM 4.81% IR 14.95% FCX -34.86%

25 Moots -6.37% SNE 19.33% AMAT -30.81% MU -3.21% TSCO 25.85% JD -43.02%

26 jerryc436 -7.90% VALE 29.51% FB -15.03% BABA -14.49% MLCO -37.14% CVX -2.34%

27 C -9.42% GE -43.95% T -15.23% BP 5.82% V 24.03% F -17.77%

28 Omada -12.46% ARRY 31.02% PATK -31.36% LL -60.43% JPM 4.81% PNC -6.33%

29 leoj -13.01% SLB -20.49% EMN -8.89% WHR -29.25% AAPL 21.65% CELG -28.05%

30 bayoubengals88 -14.17% AUPH 23.18% XXII -8.93% TSRO -64.52% FCAU -8.07% NTDOY -12.49%

31 RedStickBR -15.29% BABA -14.49% PEGA 12.81% MIC -33.05% BMI 9.90% OZM -51.60%

32 cave canem -20.08% GE -43.95% T -15.23% XOM 0.91% FDX -8.40% WYNN -33.75%

33 ItNeverRains -50.61% RIOT -89.61% TEUM 2.42% DPW -90.66% SSC -22.78% FLEX -52.42%
Posted by leoj
Member since Nov 2010
3106 posts
Posted on 11/7/18 at 4:07 pm to
Well shite
Posted by LSURussian
Member since Feb 2005
126963 posts
Posted on 11/17/18 at 11:56 am to
There have been quite a few shakeups in our rankings mainly because of AAPL, NVDA, FB and AMZN having seen some significant price drops recently.

For example, NVDA went from being up double digit % YTD to a negative YTD performance just yesterday after it announced earnings on Thursday.

Here are the rankings as of the market close on November 16, 2018.

If any of you see any fishy numbers for your stocks, please let me know. As I explain below I had to change my Excel spreadsheet because one stock ceased to exist.

When I have to change stuff in my spreadsheet I have a habit of screwing things up so please look over your stocks and their YTD performance and let me know if you see what you believe to be an incorrect number. Thanks.


Moots: The symbol "SSC" no longer exists. Only one contestant had that company in his five picks (ItNeverRains) but it appears that company has either changed its symbol or has been taken over by IDEX. When I first updated my spreadsheet this morning all hell broke lose in my 'vlookup' table because SSC is no longer included in the MorningStar portfolio list we set up. Instead IDEX replaced it. What a pain in the neck!
Please let me know if you agree with the new listings when you update your spreadsheet. Thanks.


1 oklahogjr 24.79%
MSFT 28.07% WMT 0.51% ADBE 36.32% NOW 31.21% ADSK 27.86%

2 Zilla 22.09%
FB -20.93% AMD 100.97% NTNX 19.39% GILD -1.02% WTW 12.06%

3 ATLsuTiger 17.80%
AAPL 16.03% CRM 29.66% DIS 8.85% JNJ 6.38% MSFT 28.07%

4 MontyFranklyn 15.21%
V 23.72% AMZN 36.25% GOOG 1.44% BP 2.95% AXP 11.67%

5 LSUcam7 13.62%
CSCO 23.50% AXP 11.67% UNP 14.60% STLD -6.67% TGT 25.00%

6 Costanza 10.46%
GE -51.98% MSFT 28.07% V 23.72% BA 16.24% AMZN 36.25%

7 TimeOutdoors 10.42%
TLND -0.21% IRBT 21.06% PEGA 13.87% MA 32.16% NVDA -14.79%

8 Who_Dat_Tiger 9.38%
GOOG 1.44% MSFT 28.07% AMZN 36.25% NVDA -14.79% MU -4.09%

9 wutangfinancial 9.37%
BB -19.70% MU -4.09% V 23.72% TGT 25.00% BHC 21.90%

10 BullredsRus 7.40%
AMZN 36.25% V 23.72% FB -20.93% BP 2.95% HD -4.97%

11 FunroePete 5.41%
MU -4.09% ADBE 36.32% XPO -16.24% AAPL 16.03% HD -4.97%

12 ynlvr 3.67%
AUPH 21.19% IBM -16.71% ILMN 46.43% LXRP -17.75% NVDA -14.79%

13 tyler perry 3.37%
BRK.B 10.19% AAPL 16.03% FB -20.93% PG 5.20% JNJ 6.38%

14 b-rab2 3.08%
V 23.72% BB -19.70% MTCH 27.75% FOLD -25.30% WM 8.94%

15 LSURussian 1.21%
AMZN 36.25% T -16.95% JPM 5.17% XOM -1.73% IBM -16.71%

16 dirtsandwich 1.03%
WYNN -34.90% TSCO 25.15% CBS -1.64% TGE -7.60% UNH 24.13%

17 stout 0.88%
MU -4.09% NVDA -14.79% LRCX -18.13% AMZN 36.25% JPM 5.17%
______________________________________________________________________

18 white perch -1.69%
GE -51.98% T -16.95% AMZN 36.25% V 23.72% WMT 0.51%

19 BananaPeel -1.86%
JPM 5.17% HD -4.97% MU -4.09% FB -20.93% PYPL 15.54%

20 LSUtoOmaha -3.21%
TAL -4.54% EDU -40.77% GOOG 1.44% FDX -8.44% AMZN 36.25%

21 HYDRebs -4.27%
BABA -10.63% ALXN -0.81% GS -19.74% IRBT 21.06% ALLY -11.25%

22 rmc -5.56%
BAC -4.67% JPM 5.17% XOM -1.73% CHK -9.60% T -16.95%

23 CajunTiger92 -6.21%
XOM -1.73% IP -16.97% JPM 5.17% IR 18.60% FCX -36.13%

24 Moots -7.94%
SNE 13.34% AMAT -29.77% MU -4.09% TSCO 25.15% JD -44.35%

25 windshieldman -8.49%
XOM -1.73% V 23.72% AMZN 36.25% BTI -45.40% EGO -55.29%

26 jerryc436 -9.16%
VALE 26.89% FB -20.93% BABA -10.63% MLCO -39.81% CVX -1.32%

27 bayoubengals88 -12.38%
AUPH 21.19% XXII 1.43% TSRO -57.81% FCAU -7.79% NTDOY -18.92%

28 C -12.79%
GE -51.98% T -16.95% BP 2.95% V 23.72% F -21.70%

29 RedStickBR -13.96%
BABA -10.63% PEGA 13.87% MIC -33.33% BMI 12.68% OZM -52.40%

30 Omada -14.15%
ARRY 27.97% PATK -40.68% LL -60.08% JPM 5.17% PNC -3.12%

31 leoj -15.94%
SLB -26.22% EMN -8.40% WHR -27.86% AAPL 16.03% CELG -33.26%

32 cave canem -22.80%
GE -51.98% T -16.95% XOM -1.73% FDX -8.44% WYNN -34.90%

33 ItNeverRains -60.43%
RIOT -92.29% TEUM -1.93% DPW -92.17% IDEX -61.61% FLEX -54.14%
This post was edited on 11/17/18 at 12:36 pm
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