2017 hedge fund contest

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Jiu Jitsu Fighter
Posts: 180
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Re: 2017 hedge fund contest

Post by Jiu Jitsu Fighter »

YUUGE!

Long:
FGEN FibroGen Inc.
RARE Ultragenyx Pharmaceuticals Inc.

Short:
TOL Toll Brothers Inc.
themesrob
Posts: 284
Joined: Fri Jul 15, 2016 1:58 pm

Re: 2017 hedge fund contest

Post by themesrob »

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: 28
Joined: Thu Sep 24, 2009 2:35 pm
Location: Chicago

Re: 2017 hedge fund contest

Post by 4 Iron »

Name: MDC Capital

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

Short:
TRUP - Trupanion
b42
Posts: 376
Joined: Thu Apr 11, 2013 7:00 pm

Re: 2017 hedge fund contest

Post by b42 »

Name: The Ryzen Fund

Long:
AMD
Topic Author
BackOfTheNet
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Re: 2017 hedge fund contest

Post by BackOfTheNet »

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 »

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.
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.
Tanelorn
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Re: 2017 hedge fund contest

Post by Tanelorn »

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: 27
Joined: Sat Oct 05, 2013 8:41 pm

Re: 2017 hedge fund contest

Post by Emeralds »

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 »

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: 1800
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Re: 2017 hedge fund contest

Post by Tanelorn »

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
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Re: 2017 hedge fund contest

Post by syndicate »

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 »

Welcome! The spreadsheet will not pick up the link for your fund's name. Consider changing the fund name.
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.
Mudpuppy
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Location: Sunny California

Re: 2017 hedge fund contest

Post by Mudpuppy »

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.
Topic Author
BackOfTheNet
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Re: 2017 hedge fund contest

Post by BackOfTheNet »

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 »

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.)
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.
Gropes & Ray
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Re: 2017 hedge fund contest

Post by Gropes & Ray »

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 »

Investing Around the World Fund

Long:
EBAY
TRIP

Short:
UAL
AMZN
TAP
FinancialDave
Posts: 1681
Joined: Thu May 26, 2011 9:36 pm

Re: 2017 hedge fund contest

Post by FinancialDave »

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 »

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
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: 636
Joined: Sun Nov 25, 2012 6:45 pm

Re: 2017 hedge fund contest

Post by hornet96 »

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: 657
Joined: Fri Feb 20, 2015 2:41 pm

Re: 2017 hedge fund contest

Post by sharpjm »

Fund Name: The 10 minutes of Research Hedge Fund

Long:
RIG
NVAX

Short:
AMD
SHLD
TJX
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PuddlesTheDuck
Posts: 48
Joined: Thu Jan 05, 2017 5:28 pm
Location: Bay Area

Re: 2017 hedge fund contest

Post by PuddlesTheDuck »

Many Puddles Fund

Long
AMZN
BRK.B
FSLR

Short
GPRO
TWTR
WFC
grok87
Posts: 9164
Joined: Tue Feb 27, 2007 9:00 pm

Re: 2017 hedge fund contest

Post by grok87 »

Consternatio Partners

Long
WOR
EPE
ESV

Short
GLBL
AI (Arlington Asset)
ORC
RIP Mr. Bogle.
trueblueky
Posts: 1915
Joined: Tue May 27, 2014 3:50 pm

Re: 2017 hedge fund contest

Post by trueblueky »

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: 2329
Joined: Mon Nov 10, 2014 11:34 pm

Re: 2017 hedge fund contest

Post by GoldenFinch »

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.
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Miriam2
Posts: 3218
Joined: Fri Nov 14, 2014 11:51 am

Re: 2017 hedge fund contest

Post by Miriam2 »

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?
John Bogle, "The Twelve Pillars of [Financial] Wisdom"- Pillar 6: The Eternal Triangle. Risk, return & cost are the 3 sides of the eternal triangle of investing and are too powerful to ignore.
BigJohn
Posts: 1923
Joined: Wed Apr 02, 2014 11:27 pm

Re: 2017 hedge fund contest

Post by BigJohn »

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 »

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.
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.
grok87
Posts: 9164
Joined: Tue Feb 27, 2007 9:00 pm

Re: 2017 hedge fund contest

Post by grok87 »

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!
RIP Mr. Bogle.
quantAndHold
Posts: 5174
Joined: Thu Sep 17, 2015 10:39 pm

Re: 2017 hedge fund contest

Post by quantAndHold »

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
Yes, I’m really that pedantic.
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whodidntante
Posts: 9556
Joined: Thu Jan 21, 2016 11:11 pm
Location: outside the echo chamber

Re: 2017 hedge fund contest

Post by whodidntante »

The Ex-Craftsman Poopman Fund

Long: CMG
Short: SHLD
westcoast
Posts: 193
Joined: Tue Mar 13, 2012 6:50 pm

Re: 2017 hedge fund contest

Post by westcoast »

Sports hedge fund

Long. DXCM. DAL. COST

Short CCL. H.
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boo-yah
Posts: 37
Joined: Wed Sep 25, 2013 10:25 am

Re: 2017 hedge fund contest

Post by boo-yah »

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

LONG:
WATT
GOGO
SUP

SHORT:
MUSA
COMM
DOW
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noraz123
Posts: 375
Joined: Tue Jun 10, 2014 1:23 am
Location: SF Bay Area

Re: 2017 hedge fund contest

Post by noraz123 »

Name: Go Bankrupt or Go Home

LONG
{None}

SHORT
FES - Forbes Energy
wbrianwhite
Posts: 60
Joined: Fri Dec 19, 2014 9:44 am

Re: 2017 hedge fund contest

Post by wbrianwhite »

Dartboard Fund

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

Short
BKS - Barnes & Noble
SHAK - Shake Shack
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McGilicutty
Posts: 349
Joined: Tue Dec 13, 2016 5:24 pm

Re: 2017 hedge fund contest

Post by McGilicutty »

CRAZY DONKEY HEDGEPIE

SHORT: SYRG, WLL, XOM

LONG: ULTA, ALB, NVDA
denovo
Posts: 4569
Joined: Sun Oct 13, 2013 1:04 pm

Re: 2017 hedge fund contest

Post by denovo »

Orange Apocalypse


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
Tanelorn
Posts: 1800
Joined: Thu May 01, 2014 9:35 pm

Re: 2017 hedge fund contest

Post by Tanelorn »

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: 1800
Joined: Thu May 01, 2014 9:35 pm

Re: 2017 hedge fund contest

Post by Tanelorn »

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: 2193
Joined: Sun Jun 12, 2011 12:34 pm

Re: 2017 hedge fund contest

Post by zaboomafoozarg »

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 »

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.
Topic Author
BackOfTheNet
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Re: 2017 hedge fund contest

Post by BackOfTheNet »

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).
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noraz123
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Re: 2017 hedge fund contest

Post by noraz123 »

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
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Re: 2017 hedge fund contest

Post by StormShadow »

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 »

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).
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.
Moolala
Posts: 72
Joined: Fri May 27, 2016 11:25 pm

Re: 2017 hedge fund contest

Post by Moolala »

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 »

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
Topic Author
BackOfTheNet
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Re: 2017 hedge fund contest

Post by BackOfTheNet »

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 »

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
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.
Mudpuppy
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Re: 2017 hedge fund contest

Post by Mudpuppy »

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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