2017 hedge fund contest

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Jiu Jitsu Fighter
Posts: 57
Joined: Mon Nov 21, 2016 10:22 am

Re: 2017 hedge fund contest

Post by Jiu Jitsu Fighter » Wed Jan 04, 2017 9:55 am

YUUGE!

Long:
FGEN FibroGen Inc.
RARE Ultragenyx Pharmaceuticals Inc.

Short:
TOL Toll Brothers Inc.

themesrob
Posts: 108
Joined: Fri Jul 15, 2016 1:58 pm

Re: 2017 hedge fund contest

Post by themesrob » Wed Jan 04, 2017 11:21 am

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

4 Iron
Posts: 25
Joined: Thu Sep 24, 2009 2:35 pm
Location: Chicago

Re: 2017 hedge fund contest

Post by 4 Iron » Wed Jan 04, 2017 11:39 am

Name: MDC Capital

Long:
STAR - iStar Inc
RSO - Resource Capital Corp
WMIH - WMIH Corp

Short:
TRUP - Trupanion

b42
Posts: 184
Joined: Thu Apr 11, 2013 7:00 pm

Re: 2017 hedge fund contest

Post by b42 » Wed Jan 04, 2017 11:46 am

Name: The Ryzen Fund

Long:
AMD

BackOfTheNet
Posts: 133
Joined: Mon Nov 30, 2009 9:24 pm

Re: 2017 hedge fund contest

Post by BackOfTheNet » Wed Jan 04, 2017 4:10 pm

I added a link to the contest in the OP.

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LadyGeek
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Re: 2017 hedge fund contest

Post by LadyGeek » Wed Jan 04, 2017 4:50 pm

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.
To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.

Tanelorn
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Re: 2017 hedge fund contest

Post by Tanelorn » Wed Jan 04, 2017 6:02 pm

BackOfTheNet wrote:I added a link to the contest in the OP.

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).

Emeralds
Posts: 23
Joined: Sat Oct 05, 2013 8:41 pm

Re: 2017 hedge fund contest

Post by Emeralds » Wed Jan 04, 2017 7:09 pm

NeXtGen Partners

Long
XONE
SDRL
IRBT

Short
AAPL
GPRO
AA

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snowshoes
Posts: 348
Joined: Tue Feb 03, 2015 12:33 pm

Re: 2017 hedge fund contest

Post by snowshoes » Wed Jan 04, 2017 9:17 pm

Delivering Alpha Fund 2 --- :happy

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 9:52 pm, edited 3 times in total.

Tanelorn
Posts: 1255
Joined: Thu May 01, 2014 9:35 pm

Re: 2017 hedge fund contest

Post by Tanelorn » Wed Jan 04, 2017 9:23 pm

snowshoes wrote:Delivering Alpha Fund 2 --- :happy

Long: FDC, AMD, CVX, DB, -- equal weighted @ 25%X4.

Short: SHLD, NFLX --- 50/50%.

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.

Edit: looks good now
Last edited by Tanelorn on Thu Jan 05, 2017 1:14 am, edited 1 time in total.

syndicate
Posts: 1
Joined: Wed Jan 04, 2017 10:04 pm

Re: 2017 hedge fund contest

Post by syndicate » Wed Jan 04, 2017 10:58 pm

Name: George Kesarios
Long: GPRO, GRPN
Short: FB, NVDA
Source: Long And Short Picks For 2017
Last edited by syndicate on Wed Jan 04, 2017 11:35 pm, edited 1 time in total.

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LadyGeek
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Re: 2017 hedge fund contest

Post by LadyGeek » Wed Jan 04, 2017 11:19 pm

Welcome! The spreadsheet will not pick up the link for your fund's name. Consider changing the fund name.
To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.

Mudpuppy
Posts: 5284
Joined: Sat Aug 27, 2011 2:26 am
Location: Sunny California

Re: 2017 hedge fund contest

Post by Mudpuppy » Thu Jan 05, 2017 2:02 am

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.

BackOfTheNet
Posts: 133
Joined: Mon Nov 30, 2009 9:24 pm

Re: 2017 hedge fund contest

Post by BackOfTheNet » Thu Jan 05, 2017 2:46 pm

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

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LadyGeek
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Re: 2017 hedge fund contest

Post by LadyGeek » Thu Jan 05, 2017 4:18 pm

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.)
To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.

Gropes & Ray
Posts: 1054
Joined: Wed Jul 16, 2014 7:28 am

Re: 2017 hedge fund contest

Post by Gropes & Ray » Thu Jan 05, 2017 4:58 pm

Look at all the Smartypants shorting Sears! :twisted:

traveler90
Posts: 206
Joined: Wed Nov 13, 2013 3:46 pm

Re: 2017 hedge fund contest

Post by traveler90 » Thu Jan 05, 2017 5:12 pm

Investing Around the World Fund

Long:
EBAY
TRIP

Short:
UAL
AMZN
TAP

FinancialDave
Posts: 1512
Joined: Thu May 26, 2011 9:36 pm

Re: 2017 hedge fund contest

Post by FinancialDave » Thu Jan 05, 2017 5:16 pm

NANOPARTICLE HEDGE FUND

LONG: Novavax (NVAX)
I love simulated data. It turns the impossible into the possible!

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LadyGeek
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Re: 2017 hedge fund contest

Post by LadyGeek » Thu Jan 05, 2017 5:26 pm

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
To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.

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hornet96
Posts: 393
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Re: 2017 hedge fund contest

Post by hornet96 » Thu Jan 05, 2017 5:44 pm

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)

sharpjm
Posts: 649
Joined: Fri Feb 20, 2015 2:41 pm

Re: 2017 hedge fund contest

Post by sharpjm » Thu Jan 05, 2017 5:56 pm

Fund Name: The 10 minutes of Research Hedge Fund

Long:
RIG
NVAX

Short:
AMD
SHLD
TJX

PuddlesTheDuck
Posts: 15
Joined: Thu Jan 05, 2017 5:28 pm

Re: 2017 hedge fund contest

Post by PuddlesTheDuck » Thu Jan 05, 2017 6:03 pm

Many Puddles Fund

Long
AMZN
BRK.B
FSLR

Short
GPRO
TWTR
WFC

grok87
Posts: 7477
Joined: Tue Feb 27, 2007 9:00 pm

Re: 2017 hedge fund contest

Post by grok87 » Thu Jan 05, 2017 8:18 pm

Consternatio Partners

Long
WOR
EPE
ESV

Short
GLBL
AI (Arlington Asset)
ORC
"...people always live for ever when there is any annuity to be paid them"- Jane Austen

trueblueky
Posts: 1158
Joined: Tue May 27, 2014 3:50 pm

Re: 2017 hedge fund contest

Post by trueblueky » Thu Jan 05, 2017 9:11 pm

20%4Me Hedge Fund

Short SHLD
Short SMG
Short AAPL

Disregard below the line :mrgreen:
____________________

Long Swiss Francs
Long Chicago Blackhawks
Long Anaconda

GoldenFinch
Posts: 1299
Joined: Mon Nov 10, 2014 11:34 pm

Re: 2017 hedge fund contest

Post by GoldenFinch » Thu Jan 05, 2017 9:52 pm

trueblueky wrote:20%4Me Hedge Fund

Short SHLD
Short SMG
Short AAPL

Disregard below the line :mrgreen:
____________________

Long Swiss Francs
Long Chicago Blackhawks
Long Anaconda


Ha Ha! Below the line is the Stream of Consciousness Fund.

Miriam2
Posts: 1660
Joined: Fri Nov 14, 2014 11:51 am

Re: 2017 hedge fund contest

Post by Miriam2 » Thu Jan 05, 2017 10:29 pm

LadyGeek wrote:BTW, I won the Canadian 2016 hedge fund contest on a single long pick.

And DearLady, what did those Canadians award you for your great victory?

BigJohn
Posts: 1363
Joined: Wed Apr 02, 2014 11:27 pm

Re: 2017 hedge fund contest

Post by BigJohn » Thu Jan 05, 2017 10:32 pm

I'm going stick with my 2016 plan, sooner or later I have to be right :oops:

Fund Name: ACE in the Hole

Long:
Apache (APA)
Chevron (CVX)
ExxonMobil (XOM)

Short:
Facebook (FB)
Netflix (NFLX)
Amazon (AMZN)

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LadyGeek
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Re: 2017 hedge fund contest

Post by LadyGeek » Thu Jan 05, 2017 10:35 pm

Miriam2 wrote:
LadyGeek wrote:BTW, I won the Canadian 2016 hedge fund contest on a single long pick.

And DearLady, what did those Canadians award you for your great victory?

The same great honours and awards bestowed upon the winner of the Bogleheads 2016 hedge fund contest, with a favourable exchange rate.
To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.

grok87
Posts: 7477
Joined: Tue Feb 27, 2007 9:00 pm

Re: 2017 hedge fund contest

Post by grok87 » Thu Jan 05, 2017 10:57 pm

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

congratulations!
"...people always live for ever when there is any annuity to be paid them"- Jane Austen

quantAndHold
Posts: 911
Joined: Thu Sep 17, 2015 10:39 pm

Re: 2017 hedge fund contest

Post by quantAndHold » Fri Jan 06, 2017 12:16 am

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

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whodidntante
Posts: 2010
Joined: Thu Jan 21, 2016 11:11 pm

Re: 2017 hedge fund contest

Post by whodidntante » Fri Jan 06, 2017 12:39 am

The Ex-Craftsman Poopman Fund

Long: CMG
Short: SHLD

westcoast
Posts: 159
Joined: Tue Mar 13, 2012 6:50 pm

Re: 2017 hedge fund contest

Post by westcoast » Fri Jan 06, 2017 12:46 am

Sports hedge fund

Long. DXCM. DAL. COST

Short CCL. H.

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boo-yah
Posts: 35
Joined: Wed Sep 25, 2013 10:25 am

Re: 2017 hedge fund contest

Post by boo-yah » Fri Jan 06, 2017 1:41 am

The Unstable Value Fund
"We guarantee you'll go for a ride."

LONG:
WATT
GOGO
SUP

SHORT:
MUSA
COMM
DOW

noraz123
Posts: 140
Joined: Tue Jun 10, 2014 1:23 am
Location: SF Bay Area

Re: 2017 hedge fund contest

Post by noraz123 » Fri Jan 06, 2017 2:04 am

Name: Go Bankrupt or Go Home

LONG
{None}

SHORT
FES - Forbes Energy

wbrianwhite
Posts: 38
Joined: Fri Dec 19, 2014 9:44 am

Re: 2017 hedge fund contest

Post by wbrianwhite » Fri Jan 06, 2017 2:20 am

Dartboard Fund

Long
AVHI - AV Homes Inc.
SENEA - Seneca Foods Corp

Short
BKS - Barnes & Noble
SHAK - Shake Shack

McGilicutty
Posts: 108
Joined: Tue Dec 13, 2016 5:24 pm

Re: 2017 hedge fund contest

Post by McGilicutty » Fri Jan 06, 2017 3:25 am

CRAZY DONKEY HEDGEPIE

SHORT: SYRG, WLL, XOM

LONG: ULTA, ALB, NVDA

denovo
Posts: 3282
Joined: Sun Oct 13, 2013 1:04 pm

Re: 2017 hedge fund contest

Post by denovo » Fri Jan 06, 2017 3:55 am

Orange Apocalypse


LONG

XOM (Exxxon-Mobil)

BAC (Bank of America)


SHORT

UNH (United Health Group)

WMT (Wal-Mart)

Tanelorn
Posts: 1255
Joined: Thu May 01, 2014 9:35 pm

Re: 2017 hedge fund contest

Post by Tanelorn » Fri Jan 06, 2017 4:30 am

noraz123 wrote:Name: Go Bankrupt or Go Home

LONG
{None}

SHORT
FES - Forbes Energy

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?

Tanelorn
Posts: 1255
Joined: Thu May 01, 2014 9:35 pm

Re: 2017 hedge fund contest

Post by Tanelorn » Fri Jan 06, 2017 7:29 am

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

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zaboomafoozarg
Posts: 1827
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Re: 2017 hedge fund contest

Post by zaboomafoozarg » Fri Jan 06, 2017 8:11 am

I think everyone should have to pick 3 longs and 3 shorts.

Tanelorn
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Joined: Thu May 01, 2014 9:35 pm

Re: 2017 hedge fund contest

Post by Tanelorn » Fri Jan 06, 2017 8:53 am

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.

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.

Edit: the deadline has past, thanks to everyone who signed up.

BackOfTheNet
Posts: 133
Joined: Mon Nov 30, 2009 9:24 pm

Re: 2017 hedge fund contest

Post by BackOfTheNet » Fri Jan 06, 2017 11:12 am

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).

noraz123
Posts: 140
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Location: SF Bay Area

Re: 2017 hedge fund contest

Post by noraz123 » Fri Jan 06, 2017 3:58 pm

Tanelorn wrote:
noraz123 wrote:Name: Go Bankrupt or Go Home

LONG
{None}

SHORT
FES - Forbes Energy

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?


Too late. Thanks for pointing out. I was rushing to get a pick in by the deadline. I'll get it right next year. :oops:

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StormShadow
Posts: 507
Joined: Thu Feb 09, 2012 6:20 pm

Re: 2017 hedge fund contest

Post by StormShadow » Fri Jan 06, 2017 8:07 pm

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).

Thanks for setting this up, BackOfTheNet! :beer

zaboomafoozarg wrote:I think everyone should have to pick 3 longs and 3 shorts.

Agreed. Maybe for 2018 contest. :mrgreen:

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LadyGeek
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Re: 2017 hedge fund contest

Post by LadyGeek » Fri Jan 06, 2017 8:36 pm

noraz123 wrote:
Tanelorn wrote:
noraz123 wrote:Name: Go Bankrupt or Go Home

LONG
{None}

SHORT
FES - Forbes Energy

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?


Too late. Thanks for pointing out. I was rushing to get a pick in by the deadline. I'll get it right next year. :oops:

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.

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).
To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.

Moolala
Posts: 37
Joined: Fri May 27, 2016 11:25 pm

Re: 2017 hedge fund contest

Post by Moolala » Sat Jan 07, 2017 8:57 am

BackOfTheNet wrote:I

Let me know if you see something wrong.

Oops! All of my shorts are listed as longs and my longs are listed as shorts!

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

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oldzey
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Location: Land of Lincoln

Re: 2017 hedge fund contest

Post by oldzey » Sat Jan 07, 2017 2:31 pm

zaboomafoozarg wrote:I think everyone should have to pick 3 longs and 3 shorts.


Agreed for the 2018 contest.
"The broker said the stock was 'poised to move.' Silly me, I thought he meant up." ― Randy Thurman

BackOfTheNet
Posts: 133
Joined: Mon Nov 30, 2009 9:24 pm

Re: 2017 hedge fund contest

Post by BackOfTheNet » Sat Jan 07, 2017 5:17 pm

Moolala wrote:
BackOfTheNet wrote:I

Let me know if you see something wrong.

Oops! All of my shorts are listed as longs and my longs are listed as shorts!

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


Fixed it.

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LadyGeek
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Re: 2017 hedge fund contest

Post by LadyGeek » Sat Jan 07, 2017 6:05 pm

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
To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.

Mudpuppy
Posts: 5284
Joined: Sat Aug 27, 2011 2:26 am
Location: Sunny California

Re: 2017 hedge fund contest

Post by Mudpuppy » Sat Jan 07, 2017 6:47 pm

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).

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