2017 hedge fund contest
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- Posts: 179
- Joined: Mon Nov 21, 2016 9:22 am
Re: 2017 hedge fund contest
YUUGE!
Long:
FGEN FibroGen Inc.
RARE Ultragenyx Pharmaceuticals Inc.
Short:
TOL Toll Brothers Inc.
Long:
FGEN FibroGen Inc.
RARE Ultragenyx Pharmaceuticals Inc.
Short:
TOL Toll Brothers Inc.
Re: 2017 hedge fund contest
Rozay Advisors 2017
Long:
AGN - Allergan plc
AMGN - Amgen Inc
SRPT - Sarepta Therapeutics Inc
Short:
RGR - Sturm Ruger & Co Inc
SWHC - Smith & Wesson Holding
WFC - Wells Fargo & Co
Long:
AGN - Allergan plc
AMGN - Amgen Inc
SRPT - Sarepta Therapeutics Inc
Short:
RGR - Sturm Ruger & Co Inc
SWHC - Smith & Wesson Holding
WFC - Wells Fargo & Co
Re: 2017 hedge fund contest
Name: MDC Capital
Long:
STAR - iStar Inc
RSO - Resource Capital Corp
WMIH - WMIH Corp
Short:
TRUP - Trupanion
Long:
STAR - iStar Inc
RSO - Resource Capital Corp
WMIH - WMIH Corp
Short:
TRUP - Trupanion
Re: 2017 hedge fund contest
Name: The Ryzen Fund
Long:
AMD
Long:
AMD
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- Posts: 259
- Joined: Mon Nov 30, 2009 8:24 pm
Re: 2017 hedge fund contest
I added a link to the contest in the OP.
Re: 2017 hedge fund contest
Could you please include the member's username fund manager with the fund name, perhaps a 2nd column? Otherwise, it will be difficult to know who's running the fund.
My Ladies First fund entries are OK.
My Ladies First fund entries are OK.
Re: 2017 hedge fund contest
Looking good. I didn't think of a better way to avoid making it a very wide spreadsheet either. In light of this, however, I think you might want make the first three columns the most important ones - fund name, manager / username, and current fund return (rather than the fund return being the last column).BackOfTheNet wrote:I added a link to the contest in the OP.
Re: 2017 hedge fund contest
NeXtGen Partners
Long
XONE
SDRL
IRBT
Short
AAPL
GPRO
AA
Long
XONE
SDRL
IRBT
Short
AAPL
GPRO
AA
Re: 2017 hedge fund contest
Delivering Alpha Fund 2 ---
Long: FDC, AMD, DB, --
Short: SHLD, FB, NFLX --
Best 2U Norbert w/the gators!
--off today---thx!
Long: FDC, AMD, DB, --
Short: SHLD, FB, NFLX --
Best 2U Norbert w/the gators!
--off today---thx!
Last edited by snowshoes on Wed Jan 04, 2017 8:52 pm, edited 3 times in total.
Re: 2017 hedge fund contest
All picks are equally weighted per the contest terms, but you can only have up to 3 longs (and 3 shorts). Please edit your post to remove one of your 4 longs. You could pick a 3rd short if you wish, but you certainly don't have to.snowshoes wrote:Delivering Alpha Fund 2 ---
Long: FDC, AMD, CVX, DB, -- equal weighted @ 25%X4.
Short: SHLD, NFLX --- 50/50%.
Edit: looks good now
Last edited by Tanelorn on Thu Jan 05, 2017 12:14 am, edited 1 time in total.
Re: 2017 hedge fund contest
Last edited by syndicate on Wed Jan 04, 2017 10:35 pm, edited 1 time in total.
Re: 2017 hedge fund contest
Welcome! The spreadsheet will not pick up the link for your fund's name. Consider changing the fund name.
Re: 2017 hedge fund contest
Wake Me Up When December Ends Fund
Long:
AME (AMETEK INC)
RECN (RESOURCES CONNECTION)
Short:
IDT (IDT CORP)
My original list of shorts was stymied by a late year fund name change, so this shortened list of shorts will have to suffice.
Long:
AME (AMETEK INC)
RECN (RESOURCES CONNECTION)
Short:
IDT (IDT CORP)
My original list of shorts was stymied by a late year fund name change, so this shortened list of shorts will have to suffice.
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- Posts: 259
- Joined: Mon Nov 30, 2009 8:24 pm
Re: 2017 hedge fund contest
I'd also like to participate but will withdraw if that seems like a conflict.
Fund name: Priced in
Long:
SHLD
DIS
AXP
Short:
WMT
CAT
MMM
Fund name: Priced in
Long:
SHLD
DIS
AXP
Short:
WMT
CAT
MMM
Re: 2017 hedge fund contest
Since your spreadsheet is public and reviewed by everyone, I don't see anything that would stop you from participating. (The same contest rules apply.)
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- Posts: 1094
- Joined: Wed Jul 16, 2014 7:28 am
Re: 2017 hedge fund contest
Look at all the Smartypants shorting Sears!
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- Posts: 206
- Joined: Wed Nov 13, 2013 2:46 pm
Re: 2017 hedge fund contest
Investing Around the World Fund
Long:
EBAY
TRIP
Short:
UAL
AMZN
TAP
Long:
EBAY
TRIP
Short:
UAL
AMZN
TAP
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- Posts: 1819
- Joined: Thu May 26, 2011 9:36 pm
Re: 2017 hedge fund contest
NANOPARTICLE HEDGE FUND
LONG: Novavax (NVAX)
LONG: Novavax (NVAX)
I love simulated data. It turns the impossible into the possible!
Re: 2017 hedge fund contest
FYI - The Canadian contest entry deadline has been extended until market open on Monday.
Want to try your luck skill with a market that is 1/10th the size and not as diversified as the US market?*
See: 2017 Hedge Fund Contest - Financial Wisdom Forum You are welcome to join the forum and experience first-hand how investing works with markets outside the US.
BTW, I won the Canadian 2016 hedge fund contest on a single long pick.
* Canadian-US investing differences - finiki, the Canadian financial wiki
Want to try your luck skill with a market that is 1/10th the size and not as diversified as the US market?*
See: 2017 Hedge Fund Contest - Financial Wisdom Forum You are welcome to join the forum and experience first-hand how investing works with markets outside the US.
BTW, I won the Canadian 2016 hedge fund contest on a single long pick.
* Canadian-US investing differences - finiki, the Canadian financial wiki
Re: 2017 hedge fund contest
The Snobby Hipster Fund III
Who cares that our picks significantly trailed the S&P 500 in 2016? You want to invest with us, because deep down you know we're still better than you.
Long
Skechers (SKX)
Regions Financial (RF)
Inovio Pharmaceuticals (INO)
Short
Abercrombie & Fitch (ANF)
Gamestop (GME)
Castlight Health (CSLT)
Who cares that our picks significantly trailed the S&P 500 in 2016? You want to invest with us, because deep down you know we're still better than you.
Long
Skechers (SKX)
Regions Financial (RF)
Inovio Pharmaceuticals (INO)
Short
Abercrombie & Fitch (ANF)
Gamestop (GME)
Castlight Health (CSLT)
Re: 2017 hedge fund contest
Fund Name: The 10 minutes of Research Hedge Fund
Long:
RIG
NVAX
Short:
AMD
SHLD
TJX
Long:
RIG
NVAX
Short:
AMD
SHLD
TJX
- PuddlesTheDuck
- Posts: 50
- Joined: Thu Jan 05, 2017 4:28 pm
- Location: Bay Area
Re: 2017 hedge fund contest
Many Puddles Fund
Long
AMZN
BRK.B
FSLR
Short
GPRO
TWTR
WFC
Long
AMZN
BRK.B
FSLR
Short
GPRO
TWTR
WFC
Re: 2017 hedge fund contest
Consternatio Partners
Long
WOR
EPE
ESV
Short
GLBL
AI (Arlington Asset)
ORC
Long
WOR
EPE
ESV
Short
GLBL
AI (Arlington Asset)
ORC
RIP Mr. Bogle.
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- Posts: 2365
- Joined: Tue May 27, 2014 3:50 pm
Re: 2017 hedge fund contest
20%4Me Hedge Fund
Short SHLD
Short SMG
Short AAPL
Disregard below the line
____________________
Long Swiss Francs
Long Chicago Blackhawks
Long Anaconda
Short SHLD
Short SMG
Short AAPL
Disregard below the line
____________________
Long Swiss Francs
Long Chicago Blackhawks
Long Anaconda
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- Posts: 2728
- Joined: Mon Nov 10, 2014 10:34 pm
Re: 2017 hedge fund contest
Ha Ha! Below the line is the Stream of Consciousness Fund.trueblueky wrote:20%4Me Hedge Fund
Short SHLD
Short SMG
Short AAPL
Disregard below the line
____________________
Long Swiss Francs
Long Chicago Blackhawks
Long Anaconda
Re: 2017 hedge fund contest
And DearLady, what did those Canadians award you for your great victory?LadyGeek wrote:BTW, I won the Canadian 2016 hedge fund contest on a single long pick.
Re: 2017 hedge fund contest
I'm going stick with my 2016 plan, sooner or later I have to be right
Fund Name: ACE in the Hole
Long:
Apache (APA)
Chevron (CVX)
ExxonMobil (XOM)
Short:
Facebook (FB)
Netflix (NFLX)
Amazon (AMZN)
Fund Name: ACE in the Hole
Long:
Apache (APA)
Chevron (CVX)
ExxonMobil (XOM)
Short:
Facebook (FB)
Netflix (NFLX)
Amazon (AMZN)
"The greatest enemy of a good plan is the dream of a perfect plan" - Carl Von Clausewitz
Re: 2017 hedge fund contest
The same great honours and awards bestowed upon the winner of the Bogleheads 2016 hedge fund contest, with a favourable exchange rate.Miriam2 wrote:And DearLady, what did those Canadians award you for your great victory?LadyGeek wrote:BTW, I won the Canadian 2016 hedge fund contest on a single long pick.
Re: 2017 hedge fund contest
congratulations!LadyGeek wrote:
BTW, I won the Canadian 2016 hedge fund contest on a single long pick.
* Canadian-US investing differences - finiki, the Canadian financial wiki
RIP Mr. Bogle.
- quantAndHold
- Posts: 10141
- Joined: Thu Sep 17, 2015 10:39 pm
- Location: West Coast
Re: 2017 hedge fund contest
The Long and the Short of It
Long
AMD - Advanced Micro Devices
AKS - AK Steel
NAV - Navistar
Short
DVAX - Dynavax
CYH - Community Health Systems
OPHT - Ophthotech
Long
AMD - Advanced Micro Devices
AKS - AK Steel
NAV - Navistar
Short
DVAX - Dynavax
CYH - Community Health Systems
OPHT - Ophthotech
- whodidntante
- Posts: 13090
- Joined: Thu Jan 21, 2016 10:11 pm
- Location: outside the echo chamber
Re: 2017 hedge fund contest
The Ex-Craftsman Poopman Fund
Long: CMG
Short: SHLD
Long: CMG
Short: SHLD
Re: 2017 hedge fund contest
Sports hedge fund
Long. DXCM. DAL. COST
Short CCL. H.
Long. DXCM. DAL. COST
Short CCL. H.
Re: 2017 hedge fund contest
The Unstable Value Fund
"We guarantee you'll go for a ride."
LONG:
WATT
GOGO
SUP
SHORT:
MUSA
COMM
DOW
"We guarantee you'll go for a ride."
LONG:
WATT
GOGO
SUP
SHORT:
MUSA
COMM
DOW
Re: 2017 hedge fund contest
Name: Go Bankrupt or Go Home
LONG
{None}
SHORT
FES - Forbes Energy
LONG
{None}
SHORT
FES - Forbes Energy
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- Posts: 60
- Joined: Fri Dec 19, 2014 8:44 am
Re: 2017 hedge fund contest
Dartboard Fund
Long
AVHI - AV Homes Inc.
SENEA - Seneca Foods Corp
Short
BKS - Barnes & Noble
SHAK - Shake Shack
Long
AVHI - AV Homes Inc.
SENEA - Seneca Foods Corp
Short
BKS - Barnes & Noble
SHAK - Shake Shack
- McGilicutty
- Posts: 349
- Joined: Tue Dec 13, 2016 4:24 pm
Re: 2017 hedge fund contest
CRAZY DONKEY HEDGEPIE
SHORT: SYRG, WLL, XOM
LONG: ULTA, ALB, NVDA
SHORT: SYRG, WLL, XOM
LONG: ULTA, ALB, NVDA
Re: 2017 hedge fund contest
Orange Apocalypse
LONG
XOM (Exxxon-Mobil)
BAC (Bank of America)
SHORT
UNH (United Health Group)
WMT (Wal-Mart)
LONG
XOM (Exxxon-Mobil)
BAC (Bank of America)
SHORT
UNH (United Health Group)
WMT (Wal-Mart)
"Don't trust everything you read on the Internet"- Abraham Lincoln
Re: 2017 hedge fund contest
While I agree with your sentiment, Forbes Energy (FES-now-FESL) is not in the Russell 3000 list from OP, so it's not eligible as a pick. Care to make another bankruptcy prediction?noraz123 wrote:Name: Go Bankrupt or Go Home
LONG
{None}
SHORT
FES - Forbes Energy
Re: 2017 hedge fund contest
Tanelorn Capital: Better Lucky Than Good
Our concentrated portfolios are designed to debunk that myth that short selling is risky and remind potential investors that no matter how cheap a stock is, there is always 100% to be made on the way to zero.
Short:
PIP - PharmAthene Inc (last price $3.30)
We know some may take issue with our unusual approach so we also offer a more diversified short-bias alternative portfolio, in case the concentrated one above is for any reason found unsuitable:
Short:
ERN - Erin Energy Corp
WATT - Energous Corp
WINS - Wins Finance Holdings
Our concentrated portfolios are designed to debunk that myth that short selling is risky and remind potential investors that no matter how cheap a stock is, there is always 100% to be made on the way to zero.
Short:
PIP - PharmAthene Inc (last price $3.30)
We know some may take issue with our unusual approach so we also offer a more diversified short-bias alternative portfolio, in case the concentrated one above is for any reason found unsuitable:
Short:
ERN - Erin Energy Corp
WATT - Energous Corp
WINS - Wins Finance Holdings
- zaboomafoozarg
- Posts: 2430
- Joined: Sun Jun 12, 2011 12:34 pm
Re: 2017 hedge fund contest
I think everyone should have to pick 3 longs and 3 shorts.
Re: 2017 hedge fund contest
Just a quick reminder - the signup deadline is coming up in about half an hour. Last chance to play a fund manager and show us all how lucky good a stock picker you are.BackOfTheNet wrote: [*]Pick a fancy name for your hedge fund.
[*]Before 9:30 am EST on 6 Jan 2017, in this thread, pick up to three stocks to go long and up to three to short. Equal dollar amounts are placed on each position, long or short.
[*]Since time is limited and a new group running this contest, the opening prices will be based on Jan 6th close.
Edit: the deadline has past, thanks to everyone who signed up.
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- Posts: 259
- Joined: Mon Nov 30, 2009 8:24 pm
Re: 2017 hedge fund contest
Looks like the deadline has passed. 65 entries.
https://docs.google.com/spreadsheets/d/ ... edit#gid=0
As of this posting the open price is still Jan 2nd. Sometime in the next few days I will update the sheet to be based on the correct day (Jan 6th).
https://docs.google.com/spreadsheets/d/ ... edit#gid=0
As of this posting the open price is still Jan 2nd. Sometime in the next few days I will update the sheet to be based on the correct day (Jan 6th).
Re: 2017 hedge fund contest
Too late. Thanks for pointing out. I was rushing to get a pick in by the deadline. I'll get it right next year.Tanelorn wrote:While I agree with your sentiment, Forbes Energy (FES-now-FESL) is not in the Russell 3000 list from OP, so it's not eligible as a pick. Care to make another bankruptcy prediction?noraz123 wrote:Name: Go Bankrupt or Go Home
LONG
{None}
SHORT
FES - Forbes Energy
- StormShadow
- Posts: 1005
- Joined: Thu Feb 09, 2012 5:20 pm
Re: 2017 hedge fund contest
Thanks for setting this up, BackOfTheNet!BackOfTheNet wrote:Looks like the deadline has passed. 65 entries.
https://docs.google.com/spreadsheets/d/ ... edit#gid=0
As of this posting the open price is still Jan 2nd. Sometime in the next few days I will update the sheet to be based on the correct day (Jan 6th).
Agreed. Maybe for 2018 contest.zaboomafoozarg wrote:I think everyone should have to pick 3 longs and 3 shorts.
Re: 2017 hedge fund contest
You still have time if you want to participate from the Canadian side. Registration is open until the markets open on Monday. Since the spreadsheets use the same methodologies, results are comparable. It might be interesting to compare performance over the course of the year.noraz123 wrote:Too late. Thanks for pointing out. I was rushing to get a pick in by the deadline. I'll get it right next year.Tanelorn wrote:While I agree with your sentiment, Forbes Energy (FES-now-FESL) is not in the Russell 3000 list from OP, so it's not eligible as a pick. Care to make another bankruptcy prediction?noraz123 wrote:Name: Go Bankrupt or Go Home
LONG
{None}
SHORT
FES - Forbes Energy
See: 2017 Hedge Fund Contest - Financial Wisdom Forum
If anyone wants to try cross-border fund management, you can select the same Russell 3000 funds. Or, give your fund an international flavor with selections from the Toronto Stock Exchange (TSX).
Re: 2017 hedge fund contest
Oops! All of my shorts are listed as longs and my longs are listed as shorts!BackOfTheNet wrote:I
Let me know if you see something wrong.
Short: JWN, VSI, XRX
Long: PZZA, DIS, HSY
I also forgot a name but that's my bad! Unofficial name for the record: Topiary Prosperity
Re: 2017 hedge fund contest
Agreed for the 2018 contest.zaboomafoozarg wrote:I think everyone should have to pick 3 longs and 3 shorts.
"The broker said the stock was 'poised to move.' Silly me, I thought he meant up." ― Randy Thurman
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- Posts: 259
- Joined: Mon Nov 30, 2009 8:24 pm
Re: 2017 hedge fund contest
Fixed it.Moolala wrote:Oops! All of my shorts are listed as longs and my longs are listed as shorts!BackOfTheNet wrote:I
Let me know if you see something wrong.
Short: JWN, VSI, XRX
Long: PZZA, DIS, HSY
I also forgot a name but that's my bad! Unofficial name for the record: Topiary Prosperity
Re: 2017 hedge fund contest
Administrative: Consider changing the title of Column C from "Total" to "Fund Return %".
Dartboard fund
Long: SENA is missing the Close and Return % cell formulas.
(The spreadsheet may be sorted, so I don't know if giving the cell location would be correct.)
Spreadsheet link: 2017 Hedge Fund Contest Bogleheads
Dartboard fund
Long: SENA is missing the Close and Return % cell formulas.
(The spreadsheet may be sorted, so I don't know if giving the cell location would be correct.)
Spreadsheet link: 2017 Hedge Fund Contest Bogleheads
Re: 2017 hedge fund contest
It also looks like the open price for BREW in paper200's fund "Billionaire Yacht Fund Ticker MYG" and for GOGO in boo-yah's "The Unstable Value Fund" fund were not reset to the January 6th closing price. Or there's a rounding issue between the open and close columns that just happens to be apparent for those two funds (and perhaps the other cells that are showing red or green backgrounds, even though they're displaying 0 as the difference).