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Moots
LSU Fan
Gonzales, LA
Member since Nov 2007
972 posts

re: Let's do a top 5 equity portfolio for 2018
WOW! Over two-thirds of participants in the RED...What a difference a couple of weeks can make.


wutangfinancial
LSU Fan
Dallas, TX
Member since Sep 2015
717 posts
 Online 

re: Let's do a top 5 equity portfolio for 2018
I personally love it. Volatility is fun ?? plus I have a few decades before I retire.


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LSURussian
LSU Fan
Member since Feb 2005
107571 posts
 Online 

re: Let's do a top 5 equity portfolio for 2018
Updated after the 330 point UP day yesterday, 2/9/18.

1 Zilla 13.26% FB -0.20% AMD 10.02% NTNX -10.43% GILD 10.72% WTW 56.21%

2 Who_Dat_Tiger 7.01% GOOG -0.82% MSFT 3.09% AMZN 14.55% NVDA 19.94% MU -1.73%

3 stout 5.26% MU -1.73% NVDA 19.94% LRCX -9.89% AMZN 14.55% JPM 3.42%

4 oklahogjr 4.68% MSFT 3.09% WMT 0.63% ADBE 7.28% NOW 11.33% ADSK 1.06%

5 ynlvr 4.53% AUPH 12.58% IBM -1.57% ILMN -0.59% LXRP -7.69% NVDA 19.94%

6 Costanza 3.74% GE -14.38% MSFT 3.09% V 2.02% BA 13.44% AMZN 14.55%

7 b-rab2 3.02% V 2.02% BB 3.94% MTCH 14.05% FOLD 2.29% WM -7.18%

8 Omada 2.72% ARRY 33.05% PATK -14.11% LL -14.43% JPM 3.42% PNC 5.66%

9 bayoubengals88 2.65% AUPH 12.58% XXII -2.50% TSRO -28.94% FCAU 20.63% NTDOY 11.47%

10 BullredsRus 1.31% AMZN 14.55% V 2.02% FB -0.20% BP -6.95% HD -2.85%

11 LSUcam7 0.73% CSCO 3.97% AXP -7.29% UNP -5.09% STLD 1.02% TGT 11.03%

12 LSURussian 0.39% AMZN 14.55% T -5.99% JPM 3.42% XOM -8.48% IBM -1.57%

13 MontyFranklyn 0.30% V 2.02% AMZN 14.55% GOOG -0.82% BP -6.95% AXP -7.29%

14 LSUtoOmaha 0.20% TAL 2.52% EDU -9.57% GOOG -0.82% FDX -5.70% AMZN 14.55%

15 wutangfinancial 0.17% BB 3.94% MU -1.73% V 2.02% TGT 11.03% VRX -14.39%

16 BananaPeel 0.03% JPM 3.42% HD -2.85% MU -1.73% FB -0.20% PYPL 1.53%

17 TimeOutdoors -0.15% TLND -4.11% IRBT -24.51% PEGA -1.38% MA 9.31% NVDA 19.94%

18 white perch -0.63% GE -14.38% T -5.99% AMZN 14.55% V 2.02% WMT 0.63%

19 RedStickBR -2.04% BABA 2.46% PEGA -1.38% MIC -2.17% BMI -2.30% OZM -6.80%

20 Moots -2.08% SNE 4.67% AMAT -5.95% MU -1.73% TSCO -11.04% JD 3.65%

21 FunroePete -2.12% MU -1.73% ADBE 7.28% XPO -6.09% AAPL -7.20% HD -2.85%

22 jerryc436 -2.16% VALE 5.56% FB -0.20% BABA 2.46% MLCO -9.26% CVX -9.34%

23 ATLsuTiger -2.17% AAPL -7.20% CRM 4.65% DIS -4.11% JNJ -7.29% MSFT 3.09%

24 CajunTiger92 -2.74% XOM -8.48% IP -1.28% JPM 3.42% IR -0.03% FCX -7.33%

25 leoj -3.94% SLB -2.52% EMN 2.33% WHR -0.97% AAPL -7.20% CELG -11.35%

26 windshieldman -4.18% XOM -8.48% V 2.02% AMZN 14.55% BTI -8.72% EGO -20.28%

27 tyler perry -5.61% BRK.B -1.11% AAPL -7.20% FB -0.20% PG -12.27% JNJ -7.29%

28 cave canem -7.19% GE -14.38% T -5.99% XOM -8.48% FDX -5.70% WYNN -1.41%

29 rmc -7.27% BAC 2.74% JPM 3.42% XOM -8.48% CHK -28.03% T -5.99%

30 HYDRebs -7.68% BABA 2.46% ALXN -9.19% GS -2.14% IRBT -24.51% ALLY -5.01%

31 C -7.75% GE -14.38% T -5.99% BP -6.95% V 2.02% F -13.45%

32 dirtsandwich -8.36% WYNN -1.41% TSCO -11.04% CBS -10.58% TEP -18.99% UNH 0.23%

33 ItNeverRains -29.14% RIOT -43.49% TEUM -9.18% DPW -48.29% SSC -37.74% FLEX -7.00%


CajunTiger92
LSU Fan
Member since Dec 2007
1526 posts

re: Let's do a top 5 equity portfolio for 2018
Thanks LSURussian and the others for the updates.

And XOM, you need to get your head out of your arse and get moving up. You’re almost at a 5 year low, this is ridiculous. .


LSURussian
LSU Fan
Member since Feb 2005
107571 posts
 Online 

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

And XOM, you need to get your head out of your arse and get moving up.
So far I'm not impressed by Rex Tillerson's replacement as XOM's CEO. He may not be up to the task.


CajunTiger92
LSU Fan
Member since Dec 2007
1526 posts

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

So far I'm not impressed by Rex Tillerson's replacement as XOM's CEO. He may not be up to the task.


Well he is an Aggie after all....



LSURussian
LSU Fan
Member since Feb 2005
107571 posts
 Online 

re: Let's do a top 5 equity portfolio for 2018
I didn't know that.

So, he's one of those who studied for a urine test??


CajunTiger92
LSU Fan
Member since Dec 2007
1526 posts

re: Let's do a top 5 equity portfolio for 2018
At least he is an engineer, so I guess it could be worst.


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00
C
Atlanta Falcons Fan
Port Moresby
Member since Dec 2007
25472 posts

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

31 C -7.75% GE -14.38% T -5.99% BP -6.95% V 2.02% F -13.45%
32 dirtsandwich -8.36% WYNN -1.41% TSCO -11.04% CBS -10.58% TEP -18.99% UNH 0.23%
33 ItNeverRains -29.14% RIOT -43.49% TEUM -9.18% DPW -48.29% SSC -37.74% FLEX -7.00%


Boom!!! Moving up!! Choo! Choo!
This post was edited on 2/12 at 11:34 am


LSURussian
LSU Fan
Member since Feb 2005
107571 posts
 Online 

re: Let's do a top 5 equity portfolio for 2018
YTD results as of close of trading, 2/12/18.

1 Zilla 15.63% FB -0.03% AMD 13.62% NTNX -6.77% GILD 11.86% WTW 59.49%

2 Who_Dat_Tiger 8.74% GOOG 0.53% MSFT 4.20% AMZN 18.53% NVDA 17.84% MU 2.60%

3 stout 7.59% MU 2.60% NVDA 17.84% LRCX -6.04% AMZN 18.53% JPM 5.01%

4 oklahogjr 6.19% MSFT 4.20% WMT 0.81% ADBE 9.65% NOW 12.92% ADSK 3.39%

5 Costanza 5.74% GE -15.07% MSFT 4.20% V 3.90% BA 17.16% AMZN 18.53%

6 b-rab2 5.30% V 3.90% BB 5.01% MTCH 21.34% FOLD 2.88% WM -6.64%

7 ynlvr 4.60% AUPH 15.01% IBM -0.34% ILMN 1.16% LXRP -10.65% NVDA 17.84%

8 bayoubengals88 3.47% AUPH 15.01% XXII -4.29% TSRO -29.29% FCAU 22.20% NTDOY 13.70%

9 BullredsRus 2.87% AMZN 18.53% V 3.90% FB -0.03% BP -5.14% HD -2.89%

10 Omada 2.76% ARRY 37.19% PATK -12.46% LL -21.98% JPM 5.01% PNC 6.06%

11 MontyFranklyn 2.71% V 3.90% AMZN 18.53% GOOG 0.53% BP -5.14% AXP -4.29%

12 LSUcam7 2.45% CSCO 6.76% AXP -4.29% UNP -4.07% STLD 3.69% TGT 10.16%

13 LSUtoOmaha 2.42% TAL 4.64% EDU -7.76% GOOG 0.53% FDX -3.85% AMZN 18.53%

14 LSURussian 2.06% AMZN 18.53% T -5.17% JPM 5.01% XOM -7.71% IBM -0.34%

15 TimeOutdoors 1.71% TLND -0.88% IRBT -19.71% PEGA 0.00% MA 11.28% NVDA 17.84%

16 wutangfinancial 1.69% BB 5.01% MU 2.60% V 3.90% TGT 10.16% VRX -13.23%

17 BananaPeel 1.39% JPM 5.01% HD -2.89% MU 2.60% FB -0.03% PYPL 2.25%

18 FunroePete 0.87% MU 2.60% ADBE 9.65% XPO -1.52% AAPL -3.48% HD -2.89%

19 white perch 0.60% GE -15.07% T -5.17% AMZN 18.53% V 3.90% WMT 0.81%

20 Moots 0.31% SNE 7.39% AMAT -3.17% MU 2.60% TSCO -10.81% JD 5.55%

21 RedStickBR 0.06% BABA 2.91% PEGA 0.00% MIC -0.55% BMI 1.15% OZM -3.20%

22 ATLsuTiger -0.74% AAPL -3.48% CRM 6.18% DIS -3.83% JNJ -6.76% MSFT 4.20%

23 jerryc436 -1.37% VALE 6.87% FB -0.03% BABA 2.91% MLCO -7.64% CVX -8.95%

24 CajunTiger92 -1.64% XOM -7.71% IP -0.10% JPM 5.01% IR 1.93% FCX -7.33%

25 leoj -1.83% SLB -0.07% EMN 5.27% WHR 1.43% AAPL -3.48% CELG -12.31%

26 windshieldman -2.26% XOM -7.71% V 3.90% AMZN 18.53% BTI -7.14% EGO -18.88%

27 tyler perry -4.13% BRK.B 0.34% AAPL -3.48% FB -0.03% PG -10.73% JNJ -6.76%

28 HYDRebs -4.84% BABA 2.91% ALXN -3.48% GS -0.63% IRBT -19.71% ALLY -3.29%

29 rmc -6.10% BAC 5.42% JPM 5.01% XOM -7.71% CHK -28.03% T -5.17%

30 C -6.71% GE -15.07% T -5.17% BP -5.14% V 3.90% F -12.09%

31 cave canem -7.03% GE -15.07% T -5.17% XOM -7.71% FDX -3.85% WYNN -3.36%

32 dirtsandwich -7.47% WYNN -3.36% TSCO -10.81% CBS -9.90% TEP -15.67% UNH 2.37%

33 ItNeverRains -27.57% RIOT -38.24% TEUM -7.73% DPW -50.47% SSC -36.01% FLEX -5.39%


LSUtoOmaha
LSU Fan
Nashville
Member since Apr 2004
24387 posts

re: Let's do a top 5 equity portfolio for 2018
Zilla is an animal


LSURussian
LSU Fan
Member since Feb 2005
107571 posts
 Online 

re: Let's do a top 5 equity portfolio for 2018
Weight Watchers is carrying him.

Once the rumor gets out eating Weight Watchers food gives you Alzheimer's he's done.


LSURussian
LSU Fan
Member since Feb 2005
107571 posts
 Online 

re: Let's do a top 5 equity portfolio for 2018
As of close of trading on 2/13/18. Happy Mardi Gras!

1 Zilla 16.29% FB -1.88% AMD 14.59% NTNX -5.92% GILD 12.77% WTW 61.90%

2 Who_Dat_Tiger 10.08% GOOG 0.54% MSFT 5.02% AMZN 20.95% NVDA 20.22% MU 3.67%

3 stout 8.85% MU 3.67% NVDA 20.22% LRCX -6.25% AMZN 20.95% JPM 5.66%

4 oklahogjr 7.12% MSFT 5.02% WMT 2.26% ADBE 10.41% NOW 13.16% ADSK 4.73%

5 b-rab2 6.17% V 3.80% BB 5.37% MTCH 26.48% FOLD 1.60% WM -6.38%

6 Costanza 6.16% GE -15.93% MSFT 5.02% V 3.80% BA 16.94% AMZN 20.95%

7 ynlvr 5.47% AUPH 15.89% IBM -0.76% ILMN 0.89% LXRP -8.88% NVDA 20.22%

8 TimeOutdoors 4.80% TLND 2.11% IRBT -15.87% PEGA 4.98% MA 12.56% NVDA 20.22%

9 bayoubengals88 4.19% AUPH 15.89% XXII -5.36% TSRO -25.23% FCAU 20.74% NTDOY 14.90%

10 LSUtoOmaha 3.64% TAL 9.26% EDU -8.85% GOOG 0.54% FDX -3.69% AMZN 20.95%

11 LSUcam7 3.38% CSCO 8.41% AXP -4.43% UNP -4.33% STLD 4.01% TGT 13.23%

12 MontyFranklyn 3.06% V 3.80% AMZN 20.95% GOOG 0.54% BP -5.57% AXP -4.43%

13 BullredsRus 2.85% AMZN 20.95% V 3.80% FB -1.88% BP -5.57% HD -3.07%

14 LSURussian 2.68% AMZN 20.95% T -4.58% JPM 5.66% XOM -7.86% IBM -0.76%

15 wutangfinancial 2.49% BB 5.37% MU 3.67% V 3.80% TGT 13.23% VRX -13.62%

16 FunroePete 1.85% MU 3.67% ADBE 10.41% XPO 0.74% AAPL -2.52% HD -3.07%

17 white perch 1.30% GE -15.93% T -4.58% AMZN 20.95% V 3.80% WMT 2.26%

18 BananaPeel 1.24% JPM 5.66% HD -3.07% MU 3.67% FB -1.88% PYPL 1.83%

19 Omada 1.21% ARRY 29.61% PATK -9.65% LL -26.31% JPM 5.66% PNC 6.76%

20 RedStickBR 0.57% BABA 3.96% PEGA 4.98% MIC -1.85% BMI 0.94% OZM -5.20%

21 Moots 0.34% SNE 5.05% AMAT -3.07% MU 3.67% TSCO -11.49% JD 7.56%

22 ATLsuTiger -0.46% AAPL -2.52% CRM 5.34% DIS -3.15% JNJ -6.99% MSFT 5.02%

23 jerryc436 -1.12% VALE 8.50% FB -1.88% BABA 3.96% MLCO -6.65% CVX -9.51%

24 CajunTiger92 -1.39% XOM -7.86% IP 0.16% JPM 5.66% IR 1.20% FCX -6.12%

25 leoj -1.84% SLB -1.44% EMN 5.68% WHR 0.92% AAPL -2.52% CELG -11.86%

26 windshieldman -2.46% XOM -7.86% V 3.80% AMZN 20.95% BTI -8.20% EGO -20.98%

27 HYDRebs -3.76% BABA 3.96% ALXN -4.70% GS 0.30% IRBT -15.87% ALLY -2.47%

28 tyler perry -4.41% BRK.B -0.12% AAPL -2.52% FB -1.88% PG -10.55% JNJ -6.99%

29 rmc -6.39% BAC 5.62% JPM 5.66% XOM -7.86% CHK -30.81% T -4.58%

30 dirtsandwich -6.65% WYNN -2.33% TSCO -11.49% CBS -7.34% TEP -14.89% UNH 2.80%

31 cave canem -6.88% GE -15.93% T -4.58% XOM -7.86% FDX -3.69% WYNN -2.33%

32 C -7.05% GE -15.93% T -4.58% BP -5.57% V 3.80% F -12.97%

33 ItNeverRains -27.80% RIOT -43.45% TEUM -7.25% DPW -52.65% SSC -29.72% FLEX -5.95%


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00
Zilla
LSU Fan
Member since Jul 2005
10302 posts
 Online 

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

Once the rumor gets out eating Weight Watchers food gives you Alzheimer's he's done.


maybe, but then Nutanix will be at 60 around that point


LSURussian
LSU Fan
Member since Feb 2005
107571 posts
 Online 

re: Let's do a top 5 equity portfolio for 2018
As of close of trading, Thursday, February 15, 2018.

1 Zilla 20.01% FB 1.98% AMD 18.58% NTNX -1.30% GILD 13.83% WTW 66.98%

2 Who_Dat_Tiger 14.22% GOOG 4.12% MSFT 8.81% AMZN 24.99% NVDA 27.39% MU 5.79%

3 stout 13.52% MU 5.79% NVDA 27.39% LRCX 0.89% AMZN 24.99% JPM 8.54%

4 b-rab2 11.09% V 7.43% BB 8.50% MTCH 32.16% FOLD 10.01% WM -2.64%

5 oklahogjr 10.89% MSFT 8.81% WMT 4.54% ADBE 15.82% NOW 16.99% ADSK 8.29%

6 ynlvr 10.52% AUPH 16.78% IBM 2.67% ILMN 4.87% LXRP 0.89% NVDA 27.39%

7 TimeOutdoors 10.19% TLND 12.97% IRBT -14.02% PEGA 9.01% MA 15.58% NVDA 27.39%

8 Costanza 9.56% GE -14.90% MSFT 8.81% V 7.43% BA 21.45% AMZN 24.99%

9 bayoubengals88 9.38% AUPH 16.78% XXII 11.07% TSRO -26.35% FCAU 25.50% NTDOY 19.92%

10 LSUtoOmaha 8.84% TAL 18.31% EDU -1.40% GOOG 4.12% FDX -1.81% AMZN 24.99%

11 LSUcam7 7.82% CSCO 15.85% AXP -2.42% UNP -0.16% STLD 9.30% TGT 16.54%

12 Omada 6.14% ARRY 34.77% PATK -2.02% LL -21.89% JPM 8.54% PNC 11.31%

13 MontyFranklyn 5.78% V 7.43% AMZN 24.99% GOOG 4.12% BP -5.21% AXP -2.42%

14 wutangfinancial 5.62% BB 8.50% MU 5.79% V 7.43% TGT 16.54% VRX -10.15%

15 BullredsRus 5.39% AMZN 24.99% V 7.43% FB 1.98% BP -5.21% HD -2.25%

16 Moots 5.24% SNE 8.59% AMAT 5.61% MU 5.79% TSCO -7.51% JD 13.74%

17 LSURussian 4.94% AMZN 24.99% T -3.55% JPM 8.54% XOM -7.96% IBM 2.67%

18 FunroePete 4.48% MU 5.79% ADBE 15.82% XPO 0.45% AAPL 2.59% HD -2.25%

19 RedStickBR 4.22% BABA 8.71% PEGA 9.01% MIC 1.42% BMI 3.97% OZM -2.00%

20 BananaPeel 4.08% JPM 8.54% HD -2.25% MU 5.79% FB 1.98% PYPL 6.35%

21 white perch 3.70% GE -14.90% T -3.55% AMZN 24.99% V 7.43% WMT 4.54%

22 jerryc436 3.26% VALE 15.54% FB 1.98% BABA 8.71% MLCO -0.72% CVX -9.22%

23 ATLsuTiger 2.76% AAPL 2.59% CRM 10.65% DIS -2.17% JNJ -6.08% MSFT 8.81%

24 leoj 1.31% SLB -1.01% EMN 8.06% WHR 4.80% AAPL 2.59% CELG -7.88%

25 CajunTiger92 1.14% XOM -7.96% IP 1.14% JPM 8.54% IR 3.16% FCX 0.84%

26 HYDRebs 0.27% BABA 8.71% ALXN 2.61% GS 5.07% IRBT -14.02% ALLY -1.03%

27 windshieldman -0.12% XOM -7.96% V 7.43% AMZN 24.99% BTI -6.18% EGO -18.88%

28 tyler perry -1.64% BRK.B 2.87% AAPL 2.59% FB 1.98% PG -9.56% JNJ -6.08%

29 dirtsandwich -3.82% WYNN -2.42% TSCO -7.51% CBS -3.83% TEP -7.86% UNH 2.52%

30 rmc -4.33% BAC 9.11% JPM 8.54% XOM -7.96% CHK -27.78% T -3.55%

31 C -5.57% GE -14.90% T -3.55% BP -5.21% V 7.43% F -11.61%

32 cave canem -6.13% GE -14.90% T -3.55% XOM -7.96% FDX -1.81% WYNN -2.42%

33 ItNeverRains -21.73% RIOT -39.44% TEUM 1.45% DPW -41.74% SSC -27.98% FLEX -0.94%


LSUcam7
SRB FL
Member since Sep 2016
745 posts

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


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30
LSUcam7
SRB FL
Member since Sep 2016
745 posts

re: Let's do a top 5 equity portfolio for 2018
Tell me if I’m wrong, but...

YTD 23 of 33 of our participants are beating the SP500? There’s something to derive from this...


LSURussian
LSU Fan
Member since Feb 2005
107571 posts
 Online 

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

Tell me if I’m wrong, but...

YTD 23 of 33 of our participants are beating the SP500?
According to the data I found, the S&P500 Index is up .94% YTD. Is that what you see?

If so, then yes, you are correct.
quote:

There’s something to derive from this...
It's a very short sample of time. Anyone can pick a few stocks and likely beat the S&P Index but the concentration risk of only having a few stocks is considerable.

Also, our contest assumes each person is 100% invested, meaning none of us has any cash in our portfolio. Of course, that is almost never the case in our real world investing.

I'm about 25% cash now in my combined stock portfolios. If I included that into my top 5 stocks, my YTD performance would be much less.
This post was edited on 2/15 at 7:17 pm


LSUcam7
SRB FL
Member since Sep 2016
745 posts

re: Let's do a top 5 equity portfolio for 2018
SPY is up 2.3%, total return.

quote:

the concentration risk of only having a few stocks is considerable


That’s the key.

This is where people picking individual stocks think they can do it over and over, until it burns them and destorys capital. Evidenced by the late 90s-2000..


LSURussian
LSU Fan
Member since Feb 2005
107571 posts
 Online 

re: Let's do a top 5 equity portfolio for 2018
SPY is an ETF that is supposed to mirror the S&P 500. It's not the S & P 500 Index.

I got the .94% YTD figure from the same website we use to give us the YTD performance numbers for our picks. Eta: Come to think of it, I don't know if today's market results was included in the .94% the website displayed. It may not have been updated for today's trading which saw the S&P500 have +1.21% day.
This post was edited on 2/15 at 8:04 pm


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