- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Let's do a top 5 equity portfolio for 2018
Posted on 1/10/18 at 9:33 pm to LSUtoOmaha
Posted on 1/10/18 at 9:33 pm to LSUtoOmaha
Fun Facts:
30 Participants
85 Stocks Picked
60 unique picks (only chosen by one person)
25 repeats (chosen by at least two people)
Here's the count for those picked multiple times...Amazon leading the pack at 9, selected by almost 1/3rd of all participants.
30 Participants
85 Stocks Picked
60 unique picks (only chosen by one person)
25 repeats (chosen by at least two people)
Here's the count for those picked multiple times...Amazon leading the pack at 9, selected by almost 1/3rd of all participants.
1
Posted on 1/10/18 at 9:35 pm to Moots
I'd love to see the sector allocations. From that list, it looks like 40% or so of picks are tech stocks. This is definitely a high beta universe of stocks 
Posted on 1/10/18 at 9:42 pm to LSURussian
too late to play?? If not:
1. V
2. BB
3. MTCH
4. FOLD
5. WM
1. V
2. BB
3. MTCH
4. FOLD
5. WM
Posted on 1/10/18 at 9:48 pm to b-rab2
quote:
too late to play?? If not:
1. V
2. BB
3. MTCH
4. FOLD
5. WM
My understanding is today is the last day...So looks like you slid in under the wire. I'll put you in the mix!
This post was edited on 1/10/18 at 9:49 pm
Posted on 1/10/18 at 9:49 pm to Moots
first ones that came to mind haha
Posted on 1/10/18 at 9:53 pm to RedStickBR
quote:
I'd love to see the sector allocations. From that list, it looks like 40% or so of picks are tech stocks. This is definitely a high beta universe of stocks
Interesting...I'll try and pull something when I have some time.
Posted on 1/10/18 at 10:03 pm to Moots
Moots, if you built a portfolio on Morningstar I believe one of the customization options for your report is industry or sector classification, not sure which it was.
I'm not at my PC now (on iPad) so I'll pull up my portfolio tomorrow and see where I saw that option.
I'm not at my PC now (on iPad) so I'll pull up my portfolio tomorrow and see where I saw that option.
This post was edited on 1/10/18 at 10:04 pm
Posted on 1/10/18 at 10:07 pm to LSURussian
quote:
Moots, if you built a portfolio on Morningstar I believe one of the customization options for your report is industry or sector classification, not sure which it was.
I'm not at my PC now (on iPad) so I'll pull up my portfolio tomorrow and see where I saw that option.
Yep...It's there...I've already added it to the watch list. I'll probably get it posted tomorrow.
Posted on 1/10/18 at 10:39 pm to b-rab2
I thought I was the only person with BB on my radar. Been sitting on the sidelines for now but I've been waiting for a pull back. I have trouble buying when trading near a 52 week high. But beside from that QNX could be a winner.
Posted on 1/10/18 at 10:47 pm to LSUtoOmaha
AXP
UNP
STLD
TGT
CSCO
However, forecasts are worthless without following the charts. Thought processes, winners & behavior changes faster than you realize. This has been my list for 3 months (switched RDSA for CSCO) but it won’t look the same Q3 of 2018.
UNP
STLD
TGT
CSCO
However, forecasts are worthless without following the charts. Thought processes, winners & behavior changes faster than you realize. This has been my list for 3 months (switched RDSA for CSCO) but it won’t look the same Q3 of 2018.
This post was edited on 1/11/18 at 7:30 pm
Posted on 1/11/18 at 2:20 am to wutangfinancial
I've been bullish on it ever since Citron came out with a BULL case on it.
Posted on 1/11/18 at 8:44 am to LSUcam7
quote:
top 5
quote:
1-PM
2-AXP
3-UNP
4-STLD
5-TGT
6-CSCO
Posted on 1/11/18 at 9:44 am to LSURussian
SLB
EMN
WHR
AAPL
CELG
EMN
WHR
AAPL
CELG
Posted on 1/11/18 at 1:53 pm to RedStickBR
quote:
I'd love to see the sector allocations. From that list, it looks like 40% or so of picks are tech stocks. This is definitely a high beta universe of stocks
Here you go...Of the 88 stocks selected, here's the Morningstar breakdown by Sector.
Not quite the 40% tech you predicted, but pretty dominant.
This post was edited on 1/11/18 at 1:55 pm
Posted on 1/11/18 at 1:59 pm to Moots
Very nice. Thanks. Lots of tech and cyclicals.
I predict we'll have a few people breach the -50% mark.
I predict we'll have a few people breach the -50% mark.
Posted on 1/11/18 at 2:04 pm to Moots
quote:
Of the 88 stocks selected, here's the Morningstar breakdown by Sector.
Moots, not a criticism at all because you're doing a much better job than I ever would have of reporting the contest results, but my list shows 89 different stocks picked not 88. Not that it matters....
Posted on 1/11/18 at 2:13 pm to RedStickBR
quote:
I predict we'll have a few people breach the -50% mark.
highly doubt that
Posted on 1/11/18 at 2:29 pm to Moots
Is anybody else surprised there's only 5 names in energy?
Posted on 1/11/18 at 2:29 pm to LSURussian
quote:
Moots, not a criticism at all because you're doing a much better job than I ever would have of reporting the contest results, but my list shows 89 different stocks picked not 88. Not that it matters....
Hmm...Not sure, If I'm missing one, we need to find it.
I have the 85 that I posted on page 4 of this thread, and then I added b-rab2's picks. two of which were already on the board (V, BB) and three which were not (MTCH, FOLD, WM)
Posted on 1/11/18 at 2:40 pm to wutangfinancial
quote:
Is anybody else surprised there's only 5 names in energy?
I am.. If we were doing this back in Oct. I would have picked up a few energy.. They've run pretty fast as of late. I remember selling ITM Puts on USO back in september.. That was the time to get in oil. I mean look at SLB and HAL they've run hard the past month.
Edit: With that being said, I do like MRO. ha
This post was edited on 1/11/18 at 2:42 pm
Page 5 of 22
Back to top
Follow TigerDroppings for LSU Football News