2018 Hedge Fund contest

Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
BackOfTheNet
Posts: 184
Joined: Mon Nov 30, 2009 9:24 pm

2018 Hedge Fund contest

Post by BackOfTheNet » Tue Jan 02, 2018 10:31 am

Again, I meant to get this up earlier, but this is the thread for the 2018 hedge fund contest. You can find the previous year's contest (2017) here:

viewtopic.php?f=10&t=206778

  1. Pick a fancy name for your hedge fund.
  2. Before 9:30 am EST on 8 Jan 2018, 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. Opening prices will be based on Jan 8th 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 2018, 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/suppor ... rship-list. If you pick shares not on this list and it's not caught and corrected before the deadline, your portfolio will be disqualified.
  7. Dividends will not be counted.
EDIT. Here is the corrected link to the Russell. I have corrected it above as well. Thanks to those who pointed this out. http://www.ftserussell.com/files/suppor ... rship-list

Like last year, Tanelorn will be providing fixes and commentary as the year goes on.

Edit: Contest is live here:

https://docs.google.com/spreadsheets/d/ ... sp=sharing
Last edited by BackOfTheNet on Mon Jan 08, 2018 2:47 pm, edited 3 times in total.

User avatar
cfs
Posts: 4154
Joined: Fri Feb 23, 2007 1:22 am
Location: ~ Mi Propio Camino ~

Re: 2018 Hedge Fund contest

Post by cfs » Tue Jan 02, 2018 10:46 am

Name: The Lowest Rated Fund (cfs is founding manager)

Long
Amazon (AMZN)
Facebook (FB)
Alphabet CL A (GOOGL)

Short
None because 2018 will be an awesome UP market year!

Good luck to all guessers and thanks for reading!
~ Member of the Active Retired Force since 2014 ~

tarmangani
Posts: 106
Joined: Thu Dec 28, 2017 10:14 am

Re: 2018 Hedge Fund contest

Post by tarmangani » Tue Jan 02, 2018 11:00 am

Name: It's not a Scam, People, It's a Sure Thing


Long
Spirit Airlines (SAVE)
Dollar Tree (DLTR)
Tesla (TSLA)

Short
Disney (DIS)
Walmart (WMT)
Regal (RGC)

GibsonL6s
Posts: 231
Joined: Tue Aug 29, 2017 12:17 pm

Re: 2018 Hedge Fund contest

Post by GibsonL6s » Tue Jan 02, 2018 12:03 pm

Name: 2 + 20% Seems Fair

Long 2 names

United Rentals - URI
Amazon - AMZN

Short 1 name

Apple - AAPL

Thanks for running this

Tanelorn
Posts: 1546
Joined: Thu May 01, 2014 9:35 pm

Re: 2018 Hedge Fund contest

Post by Tanelorn » Tue Jan 02, 2018 12:11 pm

Thanks for getting this set up. Good luck everyone!

Gropes & Ray
Posts: 1067
Joined: Wed Jul 16, 2014 7:28 am

Re: 2018 Hedge Fund contest

Post by Gropes & Ray » Tue Jan 02, 2018 12:36 pm

Mr. Smartypants' Smart Stuff Stocks

Long on Netflix (NFLX)

Short on YELP

McGilicutty
Posts: 159
Joined: Tue Dec 13, 2016 5:24 pm

Re: 2018 Hedge Fund contest

Post by McGilicutty » Tue Jan 02, 2018 12:47 pm

Name: Dewey, Cheatham, and Howe Fund

Long:
Shopify (SHOP)
Roku (ROKU)

No shorts

boglewill34
Posts: 84
Joined: Thu Nov 16, 2017 12:52 pm

Re: 2018 Hedge Fund contest

Post by boglewill34 » Tue Jan 02, 2018 2:39 pm

Not Cheap & Not Good

Long: XOM, F, VSLR

Short: INTC, TSLA

azanon
Posts: 1951
Joined: Mon Nov 07, 2011 10:34 am
Location: Little Rock, AR

Re: 2018 Hedge Fund contest

Post by azanon » Tue Jan 02, 2018 2:40 pm

Name: Upside Tiger-blood

Longs: Devon Energy Corp (DVN)
Advanced Micro Devices (AMD)

Shorts: Twitter Inc. (TWTR)
Chipotle Mexican Grill (CMG)

User avatar
El Greco
Posts: 305
Joined: Tue Aug 23, 2016 2:21 pm

Re: 2018 Hedge Fund contest

Post by El Greco » Tue Jan 02, 2018 3:11 pm

Fund Name: Deep State Investments

Longs:
Altaba-AABA
Freeport McMoran- FCX
EncaNA- ECA

Shorts:
Tesla-TSLA
American Express-AXP
Chipotle Mexican Grill- CMG

User avatar
stickman731
Posts: 271
Joined: Sun Jan 01, 2012 10:42 am
Location: New Jersey

Re: 2018 Hedge Fund contest

Post by stickman731 » Tue Jan 02, 2018 4:08 pm

NAME: Sticky Wonder Fund

Long: ACET, FB, ZAYO

Short: ASH

Thank you BackOfTheNet and Tanelorn !!!

crazcarl
Posts: 24
Joined: Wed Jun 28, 2017 11:27 am

Re: 2018 Hedge Fund contest

Post by crazcarl » Tue Jan 02, 2018 4:16 pm

LONG:
F
T
VALE



SHORT:

CHK
GE
TGT

tedclu
Posts: 180
Joined: Fri Feb 06, 2015 3:13 pm

Re: 2018 Hedge Fund contest

Post by tedclu » Tue Jan 02, 2018 4:22 pm

Name: Retirement Fund

Long:
CNX
CTL
MAT

Short: prefer not to short, but free money.
TSLA
SQ
F

B3GINN3R
Posts: 72
Joined: Fri Oct 28, 2016 4:05 pm
Location: chicago

Re: 2018 Hedge Fund contest

Post by B3GINN3R » Tue Jan 02, 2018 4:26 pm

NAME: Goin' for broke

Long: FB, SNAP, AMZN
Short: SHLD, FENX, BABA

Minty
Posts: 164
Joined: Sun Mar 24, 2013 3:19 pm
Location: NorCal

Re: 2018 Hedge Fund contest

Post by Minty » Tue Jan 02, 2018 4:41 pm

Name: UnoSimian (30/65 in last year's contest, up 5.63%, not counting my compensation of course)

Long: Cambrex Corp CBM
Essendant Inc ESND
Chemung Finl Corpo. CHMG

Short: Contango Oil & Gas Co. MCF
Stamps.com Inc. STMP
Tronc Inc. TRNC
Core Four with nominal bonds and TIPS.

User avatar
hornet96
Posts: 428
Joined: Sun Nov 25, 2012 6:45 pm

Re: 2018 Hedge Fund contest

Post by hornet96 » Tue Jan 02, 2018 5:16 pm

After a decisively average year in 2017 (finishing smack in the middle: 32nd out of 64 funds), the Snobby Hipster Fund series has decided to rebrand itself as it can no longer justify such an ostentatious sounding name.

Therefore, in 2018, we are proud to present the Hornet Capital Pairs Trading Fund

Long

YUM - YUM! Brands
AMZN - Amazon
TGTX - TG Therapeutics

Short

CMG - Chipotle
TCO - Taubman Centers
OPK - Opko Health

User avatar
dougger5
Posts: 277
Joined: Fri Nov 27, 2015 11:58 am
Location: Not far from Malvern

Re: 2018 Hedge Fund contest

Post by dougger5 » Tue Jan 02, 2018 6:25 pm

The Middle Branch Multiflora Rose Capital Thorn Fund shall continue operations into 2018, after a narrow majority of the Board Of Directors voted to retain the name, even as they parted ways with the fund managers who showed such startling malpractice in selecting their 2017 short positions.

Our Long-Only portfolio:
UTX - United Technologies
GD - General Dynamics
WFC - Wells Fargo Corp

:beer
"I've been ionized, but I'm okay now." -Buckaroo Banzai

Daryl
Posts: 451
Joined: Thu May 22, 2008 9:34 am
Location: Malvern, PA (I like to sleep near my money!)

Re: 2018 Hedge Fund contest

Post by Daryl » Tue Jan 02, 2018 7:23 pm

Blockchain Technologies
^ Included "Blockchain" in the name in order to justify my high fees!

Long:
AAPL
AMZN
XOM

Short:
NVDA
AMD
TSLA
Last edited by Daryl on Sun Jan 07, 2018 7:57 pm, edited 2 times in total.

overthought
Posts: 203
Joined: Tue Oct 17, 2017 3:44 am

Re: 2018 Hedge Fund contest

Post by overthought » Tue Jan 02, 2018 7:49 pm

The kids' initials.

Three tall kids (long):
AMZN - Amazon
SAGE - Sage Therapeutics
HD - Home Depot

Three short kids (short):
ELGX - Endologix
KFRC - Kforce
JMBA - Jamba

For my own convenience, a performance chart
Last edited by overthought on Wed Jan 03, 2018 10:58 am, edited 2 times in total.

GoldenFinch
Posts: 1647
Joined: Mon Nov 10, 2014 11:34 pm

Re: 2018 Hedge Fund contest

Post by GoldenFinch » Tue Jan 02, 2018 8:04 pm

Commonwealth of Buckaroo Dough Holdings

Long: ESPR - Esperion

grok87
Posts: 8443
Joined: Tue Feb 27, 2007 9:00 pm

Re: 2018 Hedge Fund contest

Post by grok87 » Tue Jan 02, 2018 8:13 pm

consternatio partners

longs
tnet
cnc
xpo

shorts
CIM
NLY
MFA
Keep calm and Boglehead on. KCBO.

desafinado
Posts: 118
Joined: Wed Dec 28, 2016 3:14 am

Re: 2018 Hedge Fund contest

Post by desafinado » Tue Jan 02, 2018 8:55 pm

Everything Is Awesome Hedge Fund

Long:
XIV
YINN
TQQQ

Short:
None!

Emeralds
Posts: 24
Joined: Sat Oct 05, 2013 8:41 pm

Re: 2018 Hedge Fund contest

Post by Emeralds » Tue Jan 02, 2018 8:56 pm

Name:
NeXtGen Partners

Long:
Bank of New York Mellon - BK
Stamps.com - STMP
Raytheon - RTN

Short:
Caterpillar - CAT
Ocular Therapeutix - OCUL

jmg229
Posts: 320
Joined: Mon Jan 31, 2011 1:21 pm

Re: 2018 Hedge Fund contest

Post by jmg229 » Tue Jan 02, 2018 10:25 pm

Name: Bravo PP Holdings

Long:
DG
VSTO
NFLX

Short:
KSS
TWTR
CME
Last edited by jmg229 on Wed Jan 03, 2018 8:54 pm, edited 1 time in total.

Tanelorn
Posts: 1546
Joined: Thu May 01, 2014 9:35 pm

Re: 2018 Hedge Fund contest

Post by Tanelorn » Tue Jan 02, 2018 10:59 pm

jmg229 wrote:
Tue Jan 02, 2018 10:25 pm
Name: Bravo PP Holdings
Short:
RIOT
I appreciate the sentiment with your short RIOT pick, but neither RIOT nor BIOP, their precursor ticker before their name change, are listed as Russell 3000 members and so are not eligible for the contest. Feel free to edit your picks, post a replacement short or just remove RIOT before the final Monday deadline.

More generally, It's worth double checking your picks against the link in OP since even big companies are sometimes foreign based or aren't eligible for the indexes for some reason even if you think they "ought" to be.

FinancialDave
Posts: 1585
Joined: Thu May 26, 2011 9:36 pm

Re: 2018 Hedge Fund contest

Post by FinancialDave » Tue Jan 02, 2018 11:02 pm

BackOfTheNet wrote:
Tue Jan 02, 2018 10:31 am
Again, I meant to get this up earlier, but this is the thread for the 2018 hedge fund contest. You can find the previous year's contest (2017) here:

viewtopic.php?f=10&t=206778

  1. Pick a fancy name for your hedge fund.
  2. Before 9:30 am EST on 8 Jan 2018, 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. Opening prices will be based on Jan 8th 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 2018, 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/suppor ... ssell-3000. If you pick shares not on this list and it's not caught and corrected before the deadline, your portfolio will be disqualified.
  7. Dividends will not be counted.
Like last year, Tanelorn will be providing fixes and commentary as the year goes on.
If I am not mistaken this Russell 3000 list is the one from the end of 2016 -- a number of stocks on this list do not exist??

Are we to choose from this older list and verify or can we choose from the current Russell 3000?

Dave
Last edited by FinancialDave on Wed Jan 03, 2018 12:25 am, edited 1 time in total.
I love simulated data. It turns the impossible into the possible!

User avatar
unclescrooge
Posts: 2595
Joined: Thu Jun 07, 2012 7:00 pm

Re: 2018 Hedge Fund contest

Post by unclescrooge » Wed Jan 03, 2018 12:10 am

McScrooge's blockchain capital management

Long:
NVidia

Short:
JCPenny

User avatar
whodidntante
Posts: 4153
Joined: Thu Jan 21, 2016 11:11 pm

Re: 2018 Hedge Fund contest

Post by whodidntante » Wed Jan 03, 2018 12:25 am

The Bet Against Eddie Fund
Short -- SHLD
Last edited by whodidntante on Wed Jan 03, 2018 7:38 am, edited 1 time in total.

FinancialDave
Posts: 1585
Joined: Thu May 26, 2011 9:36 pm

Re: 2018 Hedge Fund contest

Post by FinancialDave » Wed Jan 03, 2018 12:27 am

FinancialDave wrote:
Tue Jan 02, 2018 11:02 pm
BackOfTheNet wrote:
Tue Jan 02, 2018 10:31 am
Again, I meant to get this up earlier, but this is the thread for the 2018 hedge fund contest. You can find the previous year's contest (2017) here:

viewtopic.php?f=10&t=206778

  1. Pick a fancy name for your hedge fund.
  2. Before 9:30 am EST on 8 Jan 2018, 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. Opening prices will be based on Jan 8th 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 2018, 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/suppor ... ssell-3000. If you pick shares not on this list and it's not caught and corrected before the deadline, your portfolio will be disqualified.
  7. Dividends will not be counted.
Like last year, Tanelorn will be providing fixes and commentary as the year goes on.
If I am not mistaken this Russell 3000 list is the one from the end of 2016 -- a number of stocks on this list do not exist??

Are we to choose from this older list and verify or can we choose from the current Russell 3000?

Is the Vanguard russell 3000 index VTHR a valid source of stocks?

Dave
I love simulated data. It turns the impossible into the possible!

User avatar
Hawaiishrimp
Posts: 433
Joined: Tue Apr 14, 2015 4:13 am

Re: 2018 Hedge Fund contest

Post by Hawaiishrimp » Wed Jan 03, 2018 1:07 am

Name: "I Know Better!" Fund

Long:
1. IPGP

Short:
1.TSLA
I save and invest my money, so money can make money for me, so I don't have to make money eventually.

User avatar
aspirit
Posts: 201
Joined: Wed Jan 03, 2018 12:52 am
Location: Bos/Mia-south

Re: 2018 Hedge Fund contest

Post by aspirit » Wed Jan 03, 2018 1:26 am

Animal Spirits are Alive Fund:

Long: AMD, TMUS, TEVA


Short: TSLA, SHLD, CMG


I'm doing some research on additional positions before the deadline of the 7th/8th. I have not been doing well the last few years w/my equity speculation.
Last edited by aspirit on Sun Jan 07, 2018 8:35 pm, edited 3 times in total.
Time & tides wait for no one. A man has to know his limitations.

Mudpuppy
Posts: 5889
Joined: Sat Aug 27, 2011 2:26 am
Location: Sunny California

Re: 2018 Hedge Fund contest

Post by Mudpuppy » Wed Jan 03, 2018 1:43 am

FinancialDave wrote:
Wed Jan 03, 2018 12:27 am
Is the Vanguard russell 3000 index VTHR a valid source of stocks?
Vanguard's fund seeks to match the composition and returns of Russell 3000, but does not guarantee an exact match. The link given in the rules is directly to FTSE Russell, which maintains the official Russell 3000 index.

However, the OP did accidentally link to the 2016 list because FTSE Russell changed their naming scheme for the files on the website. They used to just update the given link with each year's list, but it appears that the link for the 2017 list is actually https://www.ftserussell.com/files/suppo ... rship-list

And here is the page that lists the additions and deletions to the list for June 2017, as well as the final membership list for June 2017: https://www.ftserussell.com/index-serie ... nstitution

bsdsecprof
Posts: 10
Joined: Tue May 30, 2017 11:09 am

Re: 2018 Hedge Fund contest

Post by bsdsecprof » Wed Jan 03, 2018 3:14 am

Name: Cartel Oaks Capital

Long:
Invitae (NVTA)
Incyte Corp. (INCY)
Alexion Pharmaceuticals Inc. (ALXN)

Short:
Tesla (TSLA)
Sears Holdings Corp. (SHLD)
GameStop Corp. (GME)
Last edited by bsdsecprof on Sun Jan 07, 2018 7:34 pm, edited 1 time in total.

User avatar
stickman731
Posts: 271
Joined: Sun Jan 01, 2012 10:42 am
Location: New Jersey

Re: 2018 Hedge Fund contest

Post by stickman731 » Wed Jan 03, 2018 5:58 am

B3GINN3R wrote:
Tue Jan 02, 2018 4:26 pm
NAME: Goin' for broke

Long: FB, SNAP, AMZN
Short: SHLD, FENX, BABA
I do not think BABA is the Russell 3000 list.

Engineer250
Posts: 1048
Joined: Wed Jun 22, 2016 1:41 pm

Re: 2018 Hedge Fund contest

Post by Engineer250 » Wed Jan 03, 2018 6:07 am

Financial Engines

Long-
Insys Therapeutics Inc (INSY)
United Technologies (UTX)

Short-
Sears (SHLD)
Electronic Arts Inc (EA)
Where the tides of fortune take us, no man can know.

b42
Posts: 293
Joined: Thu Apr 11, 2013 7:00 pm

Re: 2018 Hedge Fund contest

Post by b42 » Wed Jan 03, 2018 8:54 am

Penny Stock

Short - JCP

jdb
Posts: 1485
Joined: Wed Dec 05, 2012 8:21 pm

Re: 2018 Hedge Fund contest

Post by jdb » Wed Jan 03, 2018 10:06 am

The Play It Again, Sam Fund
My portfolio manager prefers product research, enjoys driving his Teslas and listening to music on Alexa (I think she is his secret AI girlfriend) and drinking craft beer from Whole Foods and browsing internet on Google platform. So with an almost 37 percent return last year hard for me to tell him not to try a repeat performance. He especially thanks all the shorts in Tesla which helped make his investors happy to pay the ridiculous 2 and 20 last year. But I did my own market research by going to a Sears mall store and realizing I could roll a bowling ball down aisle without hitting anyone other than occasional salesperson.
Long:
Tesla
Amazon
Alphabet
Short:
Sears Holding

Good luck everyone and Happy New Year.

aristotelian
Posts: 4766
Joined: Wed Jan 11, 2017 8:05 pm

Re: 2018 Hedge Fund contest

Post by aristotelian » Wed Jan 03, 2018 12:32 pm

Willpon and Maddoff Investments

Long:
Xylem XYL
Nvidia NVDA

Short:
Occidental Petroleum OXY
Centurylink CTL

User avatar
randomizer
Posts: 1529
Joined: Sun Jul 06, 2014 3:46 pm

Re: 2018 Hedge Fund contest

Post by randomizer » Wed Jan 03, 2018 12:58 pm

Name: Incipient Watermelon LLC

Long:
- Amazon (AMZN)
- Apple (AAPL)
- Netflix (NFLX)

Short:
- Tesla (TSLA)
- Snap On Inc (SNA)
- Twitter (TWTR)

Edited: had to remove Snapchat (SNAP) because it is not on the Russell 3000. Doh! I have substituted it for the closest ticker symbol I could find, SNA (Snap On Inc), because that seems as good a reason as any to short a stock.
Last edited by randomizer on Wed Jan 03, 2018 8:55 pm, edited 1 time in total.
87.5:12.5, EM tilt — HODL the course!

alfaspider
Posts: 1586
Joined: Wed Sep 09, 2015 4:44 pm

Re: 2018 Hedge Fund contest

Post by alfaspider » Wed Jan 03, 2018 1:32 pm

Name: Gold City Advantage (created with the hedge fund name generator http://www.hedgefundnamegenerator.com/ )

Long:
-Conoco Phillips (COP)
-Anadarko Petroleum (APC)
-Amazon (AMZN)

Short:
-Sears Holdings (SHLD)
-JC Penny (JCP)
-United Air Lines (UAL)

B3GINN3R
Posts: 72
Joined: Fri Oct 28, 2016 4:05 pm
Location: chicago

Re: 2018 Hedge Fund contest

Post by B3GINN3R » Wed Jan 03, 2018 2:05 pm

stickman731 wrote:
Wed Jan 03, 2018 5:58 am
B3GINN3R wrote:
Tue Jan 02, 2018 4:26 pm
NAME: Goin' for broke

Long: FB, SNAP, AMZN
Short: SHLD, FENX, UA
I do not think BABA is the Russell 3000 list.
You are correct. Sorry about that. I have changed mine.

aristotelian
Posts: 4766
Joined: Wed Jan 11, 2017 8:05 pm

Re: 2018 Hedge Fund contest

Post by aristotelian » Wed Jan 03, 2018 2:27 pm

B3GINN3R wrote:
Wed Jan 03, 2018 2:05 pm
stickman731 wrote:
Wed Jan 03, 2018 5:58 am
B3GINN3R wrote:
Tue Jan 02, 2018 4:26 pm
NAME: Goin' for broke

Long: FB, SNAP, AMZN
Short: SHLD, FENX, UA
I do not think BABA is the Russell 3000 list.
You are correct. Sorry about that. I have changed mine.
Neither is SNAP. I wanted to short it in my fund.

https://www.thestreet.com/story/1422519 ... ights.html

User avatar
k66
Posts: 496
Joined: Sat Oct 27, 2012 1:36 pm

Re: 2018 Hedge Fund contest

Post by k66 » Wed Jan 03, 2018 2:32 pm

Alas, the "Rogue Won" fund ended 2017 without achieving a final definitive victory and, as a result, will find itself meeting a cruel end...

This year's entry however is intended to bring new life--and a smattering of robo-investing--to investors looking for a brighter future. Trade Blunder 20/49 will provide superior portfolio results through real-time replications of the markets and synthesize only the best results for use in our active trading process. Because of the high cost of this (obviously!) superior investing paradigm, Trade Blunder will retain 20% of profits and 49% of assets under management.

LONG: DECK, K, RCL

SHORT: RGEN, TYL, BBY
LOSER of the Boglehead Contest 2015 | lang may yer lum reek

nmanieri
Posts: 36
Joined: Wed May 22, 2013 7:39 pm

Re: 2018 Hedge Fund contest

Post by nmanieri » Wed Jan 03, 2018 4:28 pm

Name: To Infinity and Beyond!

Long: INFI (Infinity Pharmaceuticals)

Short: BBBY (Bed Bath & Beyond Inc)

honduranhurricane
Posts: 96
Joined: Tue Oct 18, 2016 10:18 pm
Location: boston, ma

Re: 2018 Hedge Fund contest

Post by honduranhurricane » Wed Jan 03, 2018 7:43 pm

Gandalf Or Gollum

Long:
AMZN
SPB (could have done without the 8+% jump today, though my Roth is happy)
GOOGL

Short
SHLD (again)
SVU

EDIT to add SVU
Last edited by honduranhurricane on Wed Jan 03, 2018 7:47 pm, edited 1 time in total.

madpunster
Posts: 113
Joined: Sun Nov 02, 2008 12:58 am

Re: 2018 Hedge Fund contest

Post by madpunster » Wed Jan 03, 2018 7:43 pm

Bitqueen Advantage Trust Co

Shorts: MDGL, SGMO, STRP
Longs: FTR, EPE, RAD

User avatar
resurgemus
Posts: 22
Joined: Fri Jan 01, 2016 11:45 pm

Re: 2018 Hedge Fund contest

Post by resurgemus » Wed Jan 03, 2018 8:00 pm

Lexicographic Advisers

Long:
ABCD
BLUE
CUBE

Short:
XOXO
YHOO
ZNGA
Domestic 42%, Int'l 21%, REIT 7%, Fixed 30%

User avatar
LadyGeek
Site Admin
Posts: 48536
Joined: Sat Dec 20, 2008 5:34 pm
Location: Philadelphia
Contact:

Re: 2018 Hedge Fund contest

Post by LadyGeek » Wed Jan 03, 2018 8:34 pm

BackOfTheNet wrote:
Tue Jan 02, 2018 10:31 am
...
6. The universe from which to choose is the Russell 3000 http://www.ftserussell.com/files/suppor ... ssell-3000. If you pick shares not on this list and it's not caught and corrected before the deadline, your portfolio will be disqualified.
Please double-check. The file I downloaded is for 2016, as it was named: ru3000_membershiplist_20160627.pdf (2016-06-27)

The master copy is here: Russell Reconstitution | FTSE Russell

Near the bottom of the page, under "Recon resources and materials" --> Click on "2017 Index membership lists (PDFs)", then Russell 3000 which will download as ru3000_membershiplist_20170626.pdf (2017-06-26)

I think you want the 2017 list.

Update: I missed mudpuppy's earlier post which had already flagged the 2016 membership list.
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.

jmg229
Posts: 320
Joined: Mon Jan 31, 2011 1:21 pm

Re: 2018 Hedge Fund contest

Post by jmg229 » Wed Jan 03, 2018 8:53 pm

Tanelorn wrote:
Tue Jan 02, 2018 10:59 pm
jmg229 wrote:
Tue Jan 02, 2018 10:25 pm
Name: Bravo PP Holdings
Short:
RIOT
I appreciate the sentiment with your short RIOT pick, but neither RIOT nor BIOP, their precursor ticker before their name change, are listed as Russell 3000 members and so are not eligible for the contest. Feel free to edit your picks, post a replacement short or just remove RIOT before the final Monday deadline.

More generally, It's worth double checking your picks against the link in OP since even big companies are sometimes foreign based or aren't eligible for the indexes for some reason even if you think they "ought" to be.
Thanks for the catch. Edited

Agggm
Posts: 232
Joined: Mon Dec 25, 2017 6:18 pm

Re: 2018 Hedge Fund contest

Post by Agggm » Wed Jan 03, 2018 9:44 pm

Name: Luna

Long:
Facebook
Apple
Amazon
Netflix
Google

Short:
Ford
Snapchat
Tesla

Post Reply