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

Posted on 1/11/18 at 2:47 pm to
Posted by LSURussian
Member since Feb 2005
126935 posts
Posted on 1/11/18 at 2:47 pm to
I see one error I made, for b-rab2's stock, WM, I entered WMT which was already on my list. So I've corrected that and added WM to my list.

However, my list also includes LSUcam7's picks of JPM, AXP, and TGT which are duplicates of existing picks by other posters and two new picks, UNP and STLD. I ignored his CSCO pick because it was sixth on his list.

So, now I have 90 stocks on my list.

If you add LSUcam7's two new stocks that should mean you'll also have 90. If you decide not to include his stocks let me know and I'll delete him from my list.

Whew!!

"We're dealing with a lot of shite here!"



This post was edited on 1/11/18 at 3:39 pm
Posted by wutangfinancial
Treasure Valley
Member since Sep 2015
11066 posts
Posted on 1/11/18 at 2:50 pm to
CVX just hit it's 52 week high as well today.
Posted by b-rab2
N. Louisiana
Member since Dec 2005
12575 posts
Posted on 1/11/18 at 2:50 pm to
Thank you sir.. glad you corrected WM it will be a big winner in 2018

I cant type today..
This post was edited on 1/11/18 at 3:01 pm
Posted by LSURussian
Member since Feb 2005
126935 posts
Posted on 1/11/18 at 2:54 pm to
quote:

glad you corrected WM is be a big winner in 2018
Of course it will!
Posted by LSUcam7
FL
Member since Sep 2016
7900 posts
Posted on 1/11/18 at 7:31 pm to
quote:




Ok... took out JPM.
This post was edited on 1/17/18 at 5:32 pm
Posted by Moots
Gonzales, LA
Member since Nov 2007
978 posts
Posted on 1/11/18 at 9:00 pm to
quote:

Ok... took out JPM.


LSUcam7, saw you edited your post down to 5

AXP
UNP
STLD
TGT
CSCO

If this is your final answer, I'll get you added in the mix.

Also, I know the 10th was the deadline, but I see leoj came in just under the wire @ 9:44 on the 11th.
Unless someone "strenuously objects" I'll throw him in the mix also and we'll call it locked down at that point.

This post was edited on 1/11/18 at 9:01 pm
Posted by HYDRebs
Houston
Member since Sep 2014
1241 posts
Posted on 1/11/18 at 9:12 pm to
Let him in as the last one.
Posted by LSUtoOmaha
Nashville
Member since Apr 2004
26573 posts
Posted on 1/11/18 at 9:12 pm to
I strenuously support
Posted by LSUcam7
FL
Member since Sep 2016
7900 posts
Posted on 1/11/18 at 9:23 pm to
Put me in! I’ve held these positions all year so put me in and consider me on the honor system with you.
This post was edited on 1/11/18 at 9:24 pm
Posted by windshieldman
Member since Nov 2012
12818 posts
Posted on 1/11/18 at 9:38 pm to
OP, may wanna put in your initial post that deadline is up for new people coming in and adding their picks.

I’m meaning from here out, not the last few people that made posts on their picks
This post was edited on 1/11/18 at 9:39 pm
Posted by LSURussian
Member since Feb 2005
126935 posts
Posted on 1/11/18 at 9:55 pm to
I've already added him to my list. I'll delete JPM and replace it with CSCO tomorrow.
Posted by Moots
Gonzales, LA
Member since Nov 2007
978 posts
Posted on 1/11/18 at 11:11 pm to
quote:

I've already added him to my list. I'll delete JPM and replace it with CSCO tomorrow.



Sounds Good! I'll get caught up and hopefully land on the same numbers of funds as you.

I'll probably post an updated list also to get the last couple of folks and their funds in the mix!

Curious...does any know if the YTD returns from Morningstar update throughout the day? Or is it just updated once a day after trading??? If the later, I wonder what time that happens?
Posted by leoj
Member since Nov 2010
3106 posts
Posted on 1/12/18 at 8:02 am to
My bad, didn’t see the deadline
Posted by LSURussian
Member since Feb 2005
126935 posts
Posted on 1/12/18 at 8:37 am to
quote:

Curious...does any know if the YTD returns from Morningstar update throughout the day? Or is it just updated once a day after trading??? If the later, I wonder what time that happens?


Good question. I think the YTD is not updated during the day real time and only gets updated after the market closes. But I won't bet on that.

What time that update happens, I have not watched it close enough to see the update occur.

I'll start paying attention to see if I can figure it out.

ETA: The YTD values definitely do not change during the day. I've watched our stocks this morning on MorningStar and the values are the same as they were before the market opened.

Next is to determine at what time after the market closes the YTD values are updated.

ETA2: My numbers show the following 10 YTD leaders as of close of trading yesterday:

(Moots, please check your figures and see if we agree.)

Zilla +14.22%
bayoubengals88 +12.47%
wutangfinancial +11.53%
ynlvr +10.71%
TimeOutdoors +8.36%
b-rab2 +8.23%
LSUtoOmaha +8.20%
Who_Dat_Tiger +7.54%
Moots +7.52%
Costanza +7.50%

(stout, you're #11 at +7.20%. )
This post was edited on 1/12/18 at 10:30 am
Posted by LSUcam7
FL
Member since Sep 2016
7900 posts
Posted on 1/12/18 at 8:43 am to
The YTD returns are from previous trade day close from what I can tell.
Posted by leoj
Member since Nov 2010
3106 posts
Posted on 1/12/18 at 11:24 am to
I actually hate my picks now
Posted by Moots
Gonzales, LA
Member since Nov 2007
978 posts
Posted on 1/12/18 at 1:33 pm to
Ok, Everyone and all of their stock picks have been added...Shout if you see anything that doesn't look right!

As it sits now...

CURRENT STANDINGS



STOCK RANKINGS - BEST TO WORSE

Posted by LSURussian
Member since Feb 2005
126935 posts
Posted on 1/12/18 at 1:41 pm to
Really nice work, Moots! Kudos!!

And, even better, our numbers agree!
Posted by LSUtoOmaha
Nashville
Member since Apr 2004
26573 posts
Posted on 1/12/18 at 2:02 pm to
I like how 85 of the 95 equities are in the green
Posted by LSUcam7
FL
Member since Sep 2016
7900 posts
Posted on 1/12/18 at 3:21 pm to
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