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

Posted on 1/30/18 at 9:03 am to
Posted by LSURussian
Member since Feb 2005
126962 posts
Posted on 1/30/18 at 9:03 am to
Thanks, Moots. Great work!

ETA: If we're going to stick to the rules set up by the OP, it looks like we're getting close to a disqualification with RIOT down almost 50%.

This post was edited on 1/30/18 at 9:05 am
Posted by RedStickBR
Member since Sep 2009
14577 posts
Posted on 1/30/18 at 12:33 pm to
So if a stock is down more than 50% any time during the year, it results in a disqualification? It's not that it has to finish the year down >50%?
Posted by HYDRebs
Houston
Member since Sep 2014
1241 posts
Posted on 1/30/18 at 12:40 pm to
well if you have 1 stock out of 5 that ends up down more than 50% over the year and still win, cheers to you
Posted by Moots
Gonzales, LA
Member since Nov 2007
978 posts
Posted on 1/30/18 at 12:49 pm to
quote:


So if a stock is down more than 50% any time during the year, it results in a disqualification? It's not that it has to finish the year down >50%?


I would have assumed it had to finish the year there...but I guess the OP can give an official ruling.

More importantly to HYDRebs point...if anyone has a stock that performs that poorly, they'll be well out of the running, be it official or not!
Posted by RedStickBR
Member since Sep 2009
14577 posts
Posted on 1/30/18 at 3:02 pm to
With some of the high Beta names people have, I could envision a scenario where someone has something down 50%+ and something else up 50%+

ETA: RIOT is down 49.89% on the year as of today's close. Barely surviving.
This post was edited on 1/30/18 at 3:05 pm
Posted by stout
Smoking Crack with Hunter Biden
Member since Sep 2006
167308 posts
Posted on 1/30/18 at 3:07 pm to
RIOT dropped another 6.7% today so looks like we will see how the rules play out.
Posted by CajunTiger92
Member since Dec 2007
2821 posts
Posted on 1/30/18 at 3:58 pm to
Broke into the top twenty.....



Posted by LSUtoOmaha
Nashville
Member since Apr 2004
26580 posts
Posted on 1/30/18 at 6:55 pm to
50% at EOY. The purpose of the rule was to prevent people from choosing five shitshows to win.
Posted by LSURussian
Member since Feb 2005
126962 posts
Posted on 1/30/18 at 8:15 pm to
Posted by LSURussian
Member since Feb 2005
126962 posts
Posted on 2/1/18 at 9:35 am to
Standings to close out January.....1/31/18.

1 Zilla 18.54% FB 5.91% AMD 33.66% NTNX -9.01% GILD 16.97% WTW 45.19%
2 bayoubengals88 16.46% AUPH 17.00% XXII 21.79% TSRO -18.60% FCAU 35.48% NTDOY 26.65%
3 Who_Dat_Tiger 16.06% GOOG 11.81% MSFT 11.07% AMZN 24.06% NVDA 27.03% MU 6.32%
4 stout 14.03% MU 6.32% NVDA 27.03% LRCX 4.05% AMZN 24.06% JPM 8.69%
5 TimeOutdoors 13.28% TLND 3.98% IRBT 15.71% PEGA 7.85% MA 11.82% NVDA 27.03%
6 ynlvr 12.15% AUPH 17.00% IBM 6.70% ILMN 6.48% LXRP 3.55% NVDA 27.03%
7 oklahogjr 11.49% MSFT 11.07% WMT 7.95% ADBE 13.99% NOW 14.17% ADSK 10.29%
8 Costanza 11.38% GE -7.34% MSFT 11.07% V 8.95% BA 20.16% AMZN 24.06%
9 b-rab2 9.81% V 8.95% BB 13.34% MTCH 11.59% FOLD 12.72% WM 2.47%
10 LSUtoOmaha 9.73% TAL 9.63% EDU -2.03% GOOG 11.81% FDX 5.19% AMZN 24.06%
11 MontyFranklyn 9.41% V 8.95% AMZN 24.06% GOOG 11.81% BP 1.81% AXP 0.44%
12 BullredsRus 9.35% AMZN 24.06% V 8.95% FB 5.91% BP 1.81% HD 6.00%
13 BananaPeel 8.56% JPM 8.69% HD 6.00% MU 6.32% FB 5.91% PYPL 15.89%
14 HYDRebs 8.33% BABA 18.48% ALXN -0.23% GS 5.15% IRBT 15.71% ALLY 2.54%
15 LSURussian 8.29% AMZN 24.06% T -2.39% JPM 8.69% XOM 4.38% IBM 6.70%
16 Moots 7.75% SNE 6.65% AMAT 4.91% MU 6.32% TSCO 2.01% JD 18.86%
17 jerryc436 6.82% VALE 7.03% FB 5.91% BABA 18.48% MLCO 2.55% CVX 0.13%
18 wutangfinancial 6.59% BB 13.34% MU 6.32% V 8.95% TGT 15.28% VRX -10.92%
19 RedStickBR 6.58% BABA 18.48% PEGA 7.85% MIC 3.35% BMI 0.84% OZM 2.40%
20 white perch 6.25% GE -7.34% T -2.39% AMZN 24.06% V 8.95% WMT 7.95%
21 CajunTiger92 6.10% XOM 4.38% IP 8.49% JPM 8.69% IR 6.10% FCX 2.85%
22 windshieldman 5.99% XOM 4.38% V 8.95% AMZN 24.06% BTI 1.66% EGO -9.09%
23 LSUcam7 5.95% CSCO 9.22% AXP 0.44% UNP -0.45% STLD 5.26% TGT 15.28%
24 FunroePete 5.67% MU 6.32% ADBE 13.99% XPO 3.11% AAPL -1.06% HD 6.00%
25 ATLsuTiger 4.28% AAPL -1.06% CRM 11.43% DIS 1.08% JNJ -1.10% MSFT 11.07%
26 leoj 3.94% SLB 9.19% EMN 7.06% WHR 7.58% AAPL -1.06% CELG -3.07%
27 Omada 3.15% ARRY 15.78% PATK -7.78% LL -10.99% JPM 8.69% PNC 10.04%
28 rmc 1.49% BAC 8.40% JPM 8.69% XOM 4.38% CHK -11.62% T -2.39%
29 tyler perry 1.32% BRK.B 8.15% AAPL -1.06% FB 5.91% PG -5.28% JNJ -1.10%
30 dirtsandwich 0.67% WYNN -1.78% TSCO 2.01% CBS -2.36% TEP -1.93% UNH 7.40%
31 cave canem -0.39% GE -7.34% T -2.39% XOM 4.38% FDX 5.19% WYNN -1.78%
32 C -1.78% GE -7.34% T -2.39% BP 1.81% V 8.95% F -9.93%
33 ItNeverRains -21.59% RIOT -51.58% TEUM 4.35% DPW -29.60% SSC -31.24% FLEX 0.11%
Posted by Moots
Gonzales, LA
Member since Nov 2007
978 posts
Posted on 2/1/18 at 10:56 am to
LSURussian, Thanks for getting an update out!

I'm headed in the wrong direction but managed to stay in the top 50%...By a hair!
Posted by LSURussian
Member since Feb 2005
126962 posts
Posted on 2/1/18 at 2:33 pm to
AMZN getting pounded today, down over 3%, or -$46/share.

ETA: Now down -$57/share.
This post was edited on 2/1/18 at 2:38 pm
Posted by C
Houston
Member since Dec 2007
27824 posts
Posted on 2/1/18 at 3:08 pm to
Amzn killed earnings. Up over 4% after hours. Nice 5-10% return if people bought today
Posted by leoj
Member since Nov 2010
3106 posts
Posted on 2/1/18 at 3:37 pm to
Should have just picked amzn, v, nvda, ulta, and msft
Posted by leoj
Member since Nov 2010
3106 posts
Posted on 2/2/18 at 9:02 am to
Going to be another long day probably
Posted by windshieldman
Member since Nov 2012
12818 posts
Posted on 2/2/18 at 9:12 am to
quote:

EGO (dark horse stock)


Posted by LSURussian
Member since Feb 2005
126962 posts
Posted on 2/2/18 at 9:41 am to
If anyone is waiting to see the standings as of yesterday, for some reason MorningStar, which is where I have our stocks listed as a watch list and gives us the report we use to track our Y-T-D results, has not updated their prices from yesterday.

I've signed out of MorningStar and signed back in which is all I know to do to refresh the watch list.

I'll post the standings as soon as MorningStar gets its act together.
Posted by LSUcam7
FL
Member since Sep 2016
7906 posts
Posted on 2/2/18 at 2:07 pm to
Weeks like this will reset the rankings quite a bit. I hope so because I fell from Top 10 to shite.
Posted by HYDRebs
Houston
Member since Sep 2014
1241 posts
Posted on 2/2/18 at 2:31 pm to
Pretty sure ItNeverRains has all 5 picks negative and 2 with >50% losses right now
Posted by LSUcam7
FL
Member since Sep 2016
7906 posts
Posted on 2/2/18 at 2:34 pm to
At least I know I won’t be last at any point in 2018
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