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TimeOutdoors
Mississippi St. Fan
Depends on the day
Member since Sep 2014
3671 posts

re: Let's do a top 5 equity portfolio for 2018
Pretty nice run this year, don’t think I’m catching Zilla though.


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

re: Let's do a top 5 equity portfolio for 2018
Thanks to LSURussian for the updates in my absence...

Zilla and TimeOutdoors still KILLING IT!

I've got one foot in the grave and the other on a banana peel.

As of Close of trading 9/19/2018:
Image: https://i.imgur.com/S4YXwmm.png


CajunTiger92
LSU Fan
Member since Dec 2007
1637 posts

re: Let's do a top 5 equity portfolio for 2018
Out of the red!!


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LSURussian
LSU Fan
Member since Feb 2005
110102 posts

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




LSUcam7
SRB FL
Member since Sep 2016
1387 posts
 Online 

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


LSURussian
LSU Fan
Member since Feb 2005
110102 posts

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

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.

You're welcome and yes it has. It's interesting that now almost half of our participants are negative for the year.
quote:

I’ll take my top 10 spot!
Congratulations!


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castorinho
Oklahoma Fan
13623 posts
Member since Nov 2010
54783 posts

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

Wow a lot has changed in the past few months
but it still hasn't rained!


LSUcam7
SRB FL
Member since Sep 2016
1387 posts
 Online 

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

His portfolio is as dry as Tiger Stadium.


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oklahogjr
Arizona State Fan
Gold Membership
Member since Jan 2010
27438 posts

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


LSURussian
LSU Fan
Member since Feb 2005
110102 posts

re: Let's do a top 5 equity portfolio for 2018
You are reading it right. Somehow when I did the 'sort' of the list I omitted the top line in the sort range, which left Zilla on the top of the range because it was 'unsorted.' Thanks for catching that. I guess I'm so accustomed to seeing Zilla in first place that I didn't even question it.

Here is the sorted list which includes Zilla.

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

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

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

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%


LSURussian
LSU Fan
Member since Feb 2005
110102 posts

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


leoj
Texas A&M Fan
Member since Nov 2010
2797 posts

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


LSURussian
LSU Fan
Member since Feb 2005
110102 posts

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


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LSURussian
LSU Fan
Member since Feb 2005
110102 posts

re: Let's do a top 5 equity portfolio for 2018
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 at 12:36 pm


white perch
Northwestern St. Fan
the bright, happy side of hell
Member since Apr 2012
5197 posts
 Online 

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



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leoj
Texas A&M Fan
Member since Nov 2010
2797 posts

re: Let's do a top 5 equity portfolio for 2018
I will pay you to stop updating this.

On the other hand, every one of my picks is at a good value right now


LSURussian
LSU Fan
Member since Feb 2005
110102 posts

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


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LSUtoOmaha
LSU Fan
Nashville
Member since Apr 2004
24504 posts

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

33 ItNeverRains -60.43%
RIOT -92.29% TEUM -1.93% DPW -92.17% IDEX -61.61% FLEX -54.14%


This is kind of impressive


oklahogjr
Arizona State Fan
Gold Membership
Member since Jan 2010
27438 posts

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

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%

should a bought a lotto ticket if I knew I was this lucky when I picked em


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30
HYDRebs
Ole Miss Fan
Houston
Member since Sep 2014
956 posts
 Online 

re: Let's do a top 5 equity portfolio for 2018
To pick two stocks to fall 90% > in a calendar year is insanely impressive


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