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2017 hedge fund contest

Posted: Fri Dec 30, 2016 10:07 am
by BackOfTheNet
I meant to get this up earlier but this is the thread for the 2017 hedge fund contest. You can find the previous year's contest (2016) here:

https://www.bogleheads.org/forum/viewtopic.php?f=10&t=181033

Rules (Trying to keep it as similar as possible to previous years).

  1. Pick a fancy name for your hedge fund.
  2. 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.
  3. Since time is limited and a new group running this contest, the opening prices will be based on Jan 6th close.
  4. No trades during the year, except that you can elect at any time during normal exchange business hours to "freeze" a price for any individual position at that day's closing price, i.e. liquidate any position. (Each position carries this option; you can choose to freeze different positions on different days.) Other than that, you're stuck with what you choose for the year.
  5. If a stock is taken out in a merger or a bankruptcy during 2017, I will do my best to do the right thing. An all cash offer will result in a freeze at the takeout price. An all stock offer will result in the conversion of the position to the acquiring company's shares. Mixed cash and stock offers, you'll just have to trust me to saw things off fairly.
  6. The universe from which to choose is the Russell 3000 http://www.ftserussell.com/files/support-documents/membership-russell-3000. If you pick shares not on this list and it's not caught and corrected before the deadline, your portfolio will be disqualified.

Edit: To be extra clear, dividends won't be counted. This is because how it's been done in the past and also because it would be very hard to do. Thanks Tanelorn for this addendum.

This is the first year for this group running the contest so go easy on us!

The contest will be run on a public (read only) google sheet for easy automation. Good luck!

Edit (1-4-2017):
Here are the entries I have so far:

https://docs.google.com/spreadsheets/d/ ... sp=sharing

Sorry about the wide format. I could not figure out a better way to display the data and get it to sort correctly.
Note that the numbers here reflect prices opening on 1-2-2017. This is to make sure the sorting and calculations work. They will be changed to the close of Jan 6th when the contest officially opens.

Let me know if you see something wrong.

Re: 2017 hedge fund contest

Posted: Fri Dec 30, 2016 11:26 am
by Gropes & Ray
Mr. Smartypants's Smart Stuff Stocks Based on Politics Fund:

Long:
AJRD (Defense)
RICE (Shale Fracker, and I know people who work for them)

Short:
ASGN (Picked as a top stock for 2017)
OCLR (Picked as a top stock for 2017)
AET (Health insurer)

Re: 2017 hedge fund contest

Posted: Fri Dec 30, 2016 11:30 am
by Tanelorn
Thank you BackOfTheNet for your help with the 2016 contest and for generously offering to run the 2017 one. I am happy to help out, so just let me know via PM and I can email you suggestions or tweaks that might make things easier.

Re: 2017 hedge fund contest

Posted: Fri Dec 30, 2016 2:26 pm
by new2bogle2
Bogle-less Hedge Fund
- we pick winners or we lose you money


LONG: SYRG, WLL, XOM

SHORT: ULTA, ALB, NVDA

Re: 2017 hedge fund contest

Posted: Fri Dec 30, 2016 3:22 pm
by paper200
Billionaire Yacht Fund Ticker MYG
My Yacht Guaranteed

Long: SUPN, IPXL, BREW

Short: SHLD, WINS, ARIA

Re: 2017 hedge fund contest

Posted: Fri Dec 30, 2016 3:53 pm
by JiveTurkey
Tuesday's Not Forever

Long
RT: Ruby Tuesday, Inc.
TUES: Tuesday Morning Corp.

Short
INFI: Infinity Pharmaceuticals, Inc.
IPCC: Infinity Property & Casualty Corp.

Re: 2017 hedge fund contest

Posted: Fri Dec 30, 2016 4:21 pm
by honduranhurricane
Long: TPX, GOOGL, DIS

Short: SHLD, WFM, HLF

Sadly GNC not in the Index~replaced with WFM, a lower conviction short

Re: 2017 hedge fund contest

Posted: Fri Dec 30, 2016 6:34 pm
by ValueInvestor99
Low PE vs High PE

Long: UTHR GILD DAL

Short: SHLD JCP FSLR

Re: 2017 hedge fund contest

Posted: Fri Dec 30, 2016 11:20 pm
by oldzey
0LDZEY'$ 0SAGE 0RANGE FUND ($0.00 FUND)

LONG
OLBK
OSK
ORLY

SHORT
OLN
OSG
ORN

Thanks and Happy New Year! :beer
oldzey

Re: 2017 hedge fund contest

Posted: Fri Dec 30, 2016 11:45 pm
by k66
2016 closes the book on the Wrecked Files--a deep and often unmeaningful search for higher intelligence in the stock market. Investigators searched with unfruitful passion to uncover hidden meanings in the ticker tapes and expose higher level conspiracies at work in the trading desks around the world. But all to no avail, and although the fund did post a small profit for the year, the Director has closed the Files permanently.

Still, we here at K66 management holdings, "want to believe", so for 2017, we will be bringing our customers a new kind of hedge fund, the kind only found in a galaxy far, far away....

Name: Rogue Won

Long: JNS, CASY, ADS

Short: KRNY, DVA, IMPV

May the Market Forces be with you...

Re: 2017 hedge fund contest

Posted: Fri Dec 30, 2016 11:54 pm
by abuss368
This will be tough. Must think about this some more.

Re: 2017 hedge fund contest

Posted: Sat Dec 31, 2016 6:18 am
by stickman731
Sticky Wonder Fund

LONG: OLED, CC, ACET

SHORT: ASH, TSLA

Re: 2017 hedge fund contest

Posted: Sat Dec 31, 2016 11:58 am
by madpunster
New Wrinkles in the Shar-Pei Ratio

Longs: PDLI, ALXN, UTHR
Shorts: NVDA, FCX, CHK

Re: 2017 hedge fund contest

Posted: Sat Dec 31, 2016 12:03 pm
by grok87
abuss368 wrote:This will be tough. Must think about this some more.

+1

Re: 2017 hedge fund contest

Posted: Sat Dec 31, 2016 2:05 pm
by LadyGeek
BackOfTheNet wrote:2. Before 9:30 am EST on 6 Jan 2016, 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.

I think you mean 2017 for the start date.

FYI - The Canadian contest is up and running: 2017 Hedge Fund Contest - Financial Wisdom Forum

Re: 2017 hedge fund contest

Posted: Sun Jan 01, 2017 11:32 am
by goblue100
The Two Minute Portfolio hedge fund.*
Your pain is our gain

Long:
ILMN - Illumina Inc - Looking for a bounce in this gene mapping company
CVI - CVR Energy - [**]
TWTR - Twitter Inc - Everyone's doing it

Short:
X - US steel - [**]
WINS - Wins finance Hldgs - 2016 high flyer crashes and burns
SIVB - SVB Financial Group - ditto


*Time spent constructing this portfolio.

Although this information has been obtained from sources which we believe to be reliable, we do not guarantee its accuracy, and it may be incomplete or condensed. This is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. All herein listed securities are subject to availability and change in price. Past performance is not indicative of future results, while changes in any assumptions may have a material effect on projected results. Ratings on all securities are subject to change.

The Two Minute Portfolio(TMP) is not acting as your advisor and does not owe a fiduciary duty under the securities laws to you, any municipal entity, or any obligated person with respect to, among other things, the information and material contained in this communication. Instead, TMP is acting for its own interests. You should discuss any information or material contained in this communication with any and all internal or external advisors and experts that you deem appropriate before acting on this information or material.

[** OT comments removed by admin LadyGeek]

Re: 2017 hedge fund contest

Posted: Sun Jan 01, 2017 12:56 pm
by amp
Out of Left Field

Long
COG - CABOT OIL & GAS CORP
HLX - HELIX ENERGY SOLUTIONS
TTWO - TAKE-TWO INTERACTIVE

Short
AMD - ADVANCED MICRO DEVICES
JMBA - JAMBA INC
SHLD - SEARS HOLDINGS CORP

Fortunato and the Amontillado Hedge Fund

Posted: Sun Jan 01, 2017 1:33 pm
by Water
Fortunato and the Amontillado Hedge Fund
When money bags want only the best...

Long
NYSE:JWN
NASDAQ:CPSI
NYSE:CTL

Short
NASDAQ:WINS
NYSE:BMY
NYSE:FMSA

:sharebeer

Went a little nuts with my longs, have read the wiki...updated to comply with the rules.

Re: 2017 hedge fund contest

Posted: Sun Jan 01, 2017 1:41 pm
by slapfish
Long-time reader, minimal poster here...thought I'd toss my hat in the ring with the launch of Snark Tank Investments, LLC:

Short:
EGRX
MNTA
SLCA

Long:
CRR
FLIR
LLNW

Re: 2017 hedge fund contest

Posted: Sun Jan 01, 2017 2:38 pm
by StormShadow
Monkey Throwing Darts

Long:
Lockheed Martin LMT
Activision Blizzard ATVI
Nvidia NVDA

Short:
Sears SHLD
Whole Foods WFM
General Motors GM

Happy New Year!

Re: Fortunato and the Amontillado Hedge Fund

Posted: Sun Jan 01, 2017 2:58 pm
by Tanelorn
Water wrote:Fortunato and the Amontillado Hedge Fund
When money bags want only the best...

Long
NASDAQ:PDLI
NYSE:JWN
NYSE:S
NASDAQ:CPSI
NYSE:CTL

Short
NASDAQ:WINS
NYSE:BMY

:sharebeer

You're limited to at most 3 long picks and 3 short ones, although you don't have to have that many of each. Please update your longs and let us know which 3 you want to keep.

Edit: looks good now, thanks for the update.

Re: 2017 hedge fund contest

Posted: Sun Jan 01, 2017 3:36 pm
by corysold
AMISH MAFIA INVESTMENTS, LLC

Long: ROCK, DOOR, MORE

Short: NEWS, BABY, TRIP

Re: 2017 hedge fund contest

Posted: Sun Jan 01, 2017 5:20 pm
by chw
Piranha Fund

Long:
LC Lending Club

Short:
SHLD. Sears Holdings

Re: 2017 hedge fund contest

Posted: Sun Jan 01, 2017 5:41 pm
by inbox788
I'm betting 2017 is going to be a big year for electric cars:

Charge My Car Fund

LONG
TSLA - Tesla
FMC - FMC Corporation
ALB - Albemarle Corporation

SHORT
XOM - Exxon Mobile
GM - General Motors
F - Ford

Re: 2017 hedge fund contest

Posted: Sun Jan 01, 2017 8:35 pm
by camper
Death Knell Fund

Short: SHLD

Re: 2017 hedge fund contest

Posted: Sun Jan 01, 2017 9:18 pm
by Bondman
Anti- /r/Investing Fund

LONG
-
-
-

SHORT
$TSLA
$NVDA
-

Re: 2017 hedge fund contest

Posted: Sun Jan 01, 2017 9:27 pm
by renter
Long WMB
Short STZ


Eduard Gones Fund

Re: 2017 hedge fund contest

Posted: Sun Jan 01, 2017 10:09 pm
by snottypie
Snotty's Slice 'O Pie

Long:
TSLA (Tesla)
CMG (Chipotle)

Short:
M (Macy's)
JCP (JC Penney)
SHLD (Sears)

Re: 2017 hedge fund contest

Posted: Sun Jan 01, 2017 10:10 pm
by cowboy
Lord of the Ringers Fund

Long:
GILD
GME
MSGN

Short:
CUTR
CYTK
NL

Re: 2017 hedge fund contest

Posted: Mon Jan 02, 2017 1:13 am
by analogsavior
Regalia Absolute Equity

LONG
XOM - Exxon Mobil Corp
AMZN - Amazon.com Inc
GD - General Dynamics Corp

SHORT
SHLD - Sears Holdings Corp
GME - GameStop Corp

Re: 2017 hedge fund contest

Posted: Mon Jan 02, 2017 1:14 am
by Grt2bOutdoors
The Crowing Rooster Fund

Fund picks to be culled from 3000 seeds, this will take some careful planning. Will revert shortly. :)

Whoops! It appears I did not revert fast enough. Have fun guys!! I will sit this one out and watch from afar. :D

Re: 2017 hedge fund contest

Posted: Mon Jan 02, 2017 1:32 am
by whodidntante
The Poopman Fund

Long: CMG
Short: TLT

Re: 2017 hedge fund contest

Posted: Mon Jan 02, 2017 1:59 am
by HurdyGurdy
"Make those yachts great again"

Long: TWTR, TACO, HLT

Short: BBBY, RAI

Re: 2017 hedge fund contest

Posted: Mon Jan 02, 2017 2:02 am
by Tanelorn
whodidntante wrote:The Poopman Fund

Long: CMG
Short: TLT

Sorry, ETFs like TLT aren't included, only individual stocks. Feel free to edit or post an updated version before the deadline.

Re: 2017 hedge fund contest

Posted: Mon Jan 02, 2017 2:04 am
by Minty
Name: Uno Simian

Long: SCOR, CMTL, CAG

Short: MXL, MXWL, MBFI

Re: 2017 hedge fund contest

Posted: Mon Jan 02, 2017 2:14 am
by celia
Dinner's Ready!

LONG
HABT Habit Restaurants
NSRGY Nestle CMG Chipotle (since Nestle isn't eligible)
K Kellogg

Re: 2017 hedge fund contest

Posted: Mon Jan 02, 2017 10:07 am
by hornet96
Entries to come....placeholder to come back and edit prior to the deadline.

Re: 2017 hedge fund contest

Posted: Mon Jan 02, 2017 10:46 am
by Moolala
Short: JWN, VSI, XRX

Long: PZZA, DIS, HSY

Re: 2017 hedge fund contest

Posted: Mon Jan 02, 2017 11:29 am
by Grt2bOutdoors
celia wrote:Dinner's Ready!

LONG
HABT Habit Restaurants
NSRGY Nestle
K Kellogg



Nestle is not in the Russell 3000, it's part of the FTSE All World Ex-US Index.

Re: 2017 hedge fund contest

Posted: Mon Jan 02, 2017 12:50 pm
by LadyGeek
Name: Ladies First

We believe that everyone should be First.

Long:

BLDR - Builders FirstSource, Inc.

Short:

FSLR - First Solar, Inc.

Re: 2017 hedge fund contest

Posted: Mon Jan 02, 2017 1:10 pm
by jdb
The Unpresidented Opportunity Fund a/k/a I Prefer Intelligence of the Artificial Kind.

Long:
Alphabet (GOOGL)
Amazon (AMZN)
Tesla Motors (TSLA)

Re: 2017 hedge fund contest

Posted: Mon Jan 02, 2017 10:32 pm
by GoldenFinch
Commonwealth of Buckaroo Dough Holdings

Going L O N G on Sarepta Theraputics SRPT
:sharebeer

Re: 2017 hedge fund contest

Posted: Tue Jan 03, 2017 6:17 am
by henry A
Healthcare hedging

LONG:
INCY
MRK
GILD

SHORT:
SKX - does anyone buy these shoes anymore?

It's not real money so this is my version of 'play money' for the year :sharebeer

Re: 2017 hedge fund contest

Posted: Tue Jan 03, 2017 3:04 pm
by DCA
Pickle Under Barnyard Fund
Short
INO
IDXX

Long
THFF
CINF

Re: 2017 hedge fund contest

Posted: Tue Jan 03, 2017 3:47 pm
by wsgosset
The Stochastic Capital Fund (RUNIF) uses a proprietary long-only sampling strategy. Our picks for this year are GUID, MDCA, and ROP, all long.

Re: 2017 hedge fund contest

Posted: Tue Jan 03, 2017 4:26 pm
by nmanieri
Opulent Hammer Fund- For building your lavish yacht and extravagant mansion

Long:
INFI
UA
MRK

Re: 2017 hedge fund contest

Posted: Tue Jan 03, 2017 8:03 pm
by dougger5
Middle Branch Multiflora Rose Capital Thorn Fund
The market goes up, the market goes down, but Rosa Multiflora grows on. Trust The BrambleĀ®

LONG
UTX - United Technologies Corp
JEC - Jacobs Engineering Corp
GD - General Dynamics

SHORT
RHT - Red Hat Software
SCAI - Surgical Care Affiliates

Re: 2017 hedge fund contest

Posted: Tue Jan 03, 2017 8:49 pm
by Daryl
Deleted. I'll participate next year.

Re: 2017 hedge fund contest

Posted: Wed Jan 04, 2017 9:26 am
by veggivet
The Mirage Fund is pleased to announce its selections for the 2017 hedge fund contest.

Continuing with a previous winner in 2016, going with Chesapeake Energy (CHK) long.

Shorting First Solar (FSLR).

Good luck to all!

Closing prices as of January 6th: CHK $7.01 FSLR: $33.32

Re: 2017 hedge fund contest

Posted: Wed Jan 04, 2017 9:28 am
by Wolfpacker
California Penal Fund 8-)
Long: NEM
Short: SHLD