2019 Hedge Fund Contest

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BackOfTheNet
Posts: 189
Joined: Mon Nov 30, 2009 9:24 pm

2019 Hedge Fund Contest

Post by BackOfTheNet » Tue Jan 01, 2019 3:22 pm

Again, I meant to get this up earlier, but this is the thread for the 2019 hedge fund contest. You can find the previous year's contest (2018) here:

viewtopic.php?f=10&t=236514
  • Pick a fancy name for your hedge fund.
  • Before 9:30 am EST on 7 Jan 2019, 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.
  • Opening prices will be based on Jan 7th close.
  • 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.
  • If a stock is taken out in a merger or a bankruptcy during 2019, we will do our 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.
  • The universe from which to choose is the Russell 3000
https://www.google.com/url?sa=t&rct=j&q ... QQzbu3hG-B

If you pick shares not on this list and it's not caught and corrected before the deadline, your portfolio will be disqualified.
Dividends will not be counted.

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

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dougger5
Posts: 300
Joined: Fri Nov 27, 2015 11:58 am
Location: Not far from Malvern

Re: 2019 Hedge Fund Contest

Post by dougger5 » Tue Jan 01, 2019 3:58 pm

Electric Sheep Dream Anticipation Fund

Long
UTX - United Technologies
NOC - Northrop Grumman
ALLY - Ally Financial

Short
FB - Facebook
WFC - Wells Fargo
"I've been ionized, but I'm okay now." -Buckaroo Banzai

Tanelorn
Posts: 1576
Joined: Thu May 01, 2014 9:35 pm

Re: 2019 Hedge Fund Contest

Post by Tanelorn » Tue Jan 01, 2019 4:10 pm

Thanks for getting this ready for the next years contest. Here’s a link to the list of eligible companies for the 2019 contest:

https://www.ftserussell.com/files/suppo ... ssell-3000

Note a few may have changed their names or tickers since June’18 when that list was made, and if so, they would still be eligible.

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k66
Posts: 499
Joined: Sat Oct 27, 2012 1:36 pm

Re: 2019 Hedge Fund Contest

Post by k66 » Tue Jan 01, 2019 4:12 pm

By using the latest in CRISPR technologies to pathologically alter ordinary fund expense ratios into perverse and grotesque derivatives of their once-benign original selves; K66 fund engineers release what we hope is our biggest release (of capital from your pockets into ours) to date:

Fund: MER-page!

Long: GEO

Short: CROX, WLFC
LOSER of the Boglehead Contest 2015 | lang may yer lum reek

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DanMahowny
Posts: 573
Joined: Sun Aug 06, 2017 8:25 pm

Re: 2019 Hedge Fund Contest

Post by DanMahowny » Tue Jan 01, 2019 4:17 pm

"Funding Secured"

Long:
SLB
HAL

Short:
TSLA
Funding secured

fire4fun
Posts: 91
Joined: Tue Dec 25, 2018 2:29 am

Re: 2019 Hedge Fund Contest

Post by fire4fun » Tue Jan 01, 2019 4:26 pm

Just a suggestion. In looking at the 2018 contest, the top 5 winners did not pick a single stock LONG. This means that to have the best chance of winning with these particular rules, you would only pick a short (or two), and do not declare any long stocks. I cannot contribute this purely to chance alone as there is not a single person in the top 5 who picked any stock LONG.

I meant to post this only in the 2019 thread, not the 2018 thread.

aristotelian
Posts: 5083
Joined: Wed Jan 11, 2017 8:05 pm

Re: 2019 Hedge Fund Contest

Post by aristotelian » Tue Jan 01, 2019 5:41 pm

"Up In Smoke"

Short - INSY

Jiu Jitsu Fighter
Posts: 156
Joined: Mon Nov 21, 2016 10:22 am

Re: 2019 Hedge Fund Contest

Post by Jiu Jitsu Fighter » Tue Jan 01, 2019 5:48 pm

Biosimilarly

Short: ABBV

TIAX
Posts: 1220
Joined: Sat Jan 11, 2014 12:19 pm

Re: 2019 Hedge Fund Contest

Post by TIAX » Tue Jan 01, 2019 6:29 pm

Slightly Better Than Artemis Investment Management LLP

Long:
PKI

Short:
TSLA

ccieemeritus
Posts: 583
Joined: Thu Mar 06, 2014 10:43 pm

Re: 2019 Hedge Fund Contest

Post by ccieemeritus » Tue Jan 01, 2019 6:50 pm

Name: diversified ultra safe admirals fund.

Long AAPL

That’s it!

honduranhurricane
Posts: 105
Joined: Tue Oct 18, 2016 10:18 pm
Location: boston, ma

Re: 2019 Hedge Fund Contest

Post by honduranhurricane » Tue Jan 01, 2019 7:13 pm

Gandalf or Gollum

Long:
Apple
Waste Management
Amazon

Short:
JC Penny
Sears

renter
Posts: 335
Joined: Sat Aug 23, 2008 2:14 pm

Re: 2019 Hedge Fund Contest

Post by renter » Tue Jan 01, 2019 7:47 pm

Gotcha Fund

Short: TSLA, AAPL
Long: PTX

ladycat
Posts: 94
Joined: Fri Sep 28, 2018 5:02 pm

Re: 2019 Hedge Fund Contest

Post by ladycat » Tue Jan 01, 2019 7:49 pm

JustForFun

Long
PETS
ADBE
GE

Short
PCG
CMG

bgf
Posts: 720
Joined: Fri Nov 10, 2017 9:35 am

Re: 2019 Hedge Fund Contest

Post by bgf » Tue Jan 01, 2019 7:55 pm

Mo Problems Fund

Long:
EBIX
QCOM
“TE OCCIDERE POSSUNT SED TE EDERE NON POSSUNT NEFAS EST"

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mokaThought
Posts: 12
Joined: Tue Jan 01, 2019 7:57 pm
Location: Texas
Contact:

Re: 2019 Hedge Fund Contest

Post by mokaThought » Tue Jan 01, 2019 8:13 pm

Petulant Hamster Investments

Long:
AMD — Advanced Micro Devices
BRK.B — Berkshire Hathaway
COST — Costco

Short:
FB — Facebook
CMG — Chipotle
JNJ — Johnson & Johnson

I know. No editing after the 9th. :)
Last edited by mokaThought on Sun Jan 06, 2019 9:02 am, edited 4 times in total.

indexlover
Posts: 94
Joined: Mon May 11, 2015 10:39 am

Re: 2019 Hedge Fund Contest

Post by indexlover » Tue Jan 01, 2019 8:34 pm

Name: Brainee Capital Markets

Long:
INFY (Infosys) GE (General Electric)
BRK-A (Berkshire Hathaway Inc)
MO (Altria)
Last edited by indexlover on Sun Jan 06, 2019 3:58 pm, edited 1 time in total.
“If a statue is ever erected to honor the person who has done the most for American investors, the hands-down choice should be Jack Bogle.” - Mr. Buffett - Berkshire Hathaway ’s 2016 annual report.

columbia
Posts: 1254
Joined: Tue Aug 27, 2013 5:30 am

Re: 2019 Hedge Fund Contest

Post by columbia » Tue Jan 01, 2019 8:48 pm

Pessimism Fund

Long:
TMF

HockeyFan99
Posts: 56
Joined: Wed May 22, 2013 8:53 pm

Re: 2019 Hedge Fund Contest

Post by HockeyFan99 » Tue Jan 01, 2019 8:54 pm

Name: Vogon Value Fund

Short:
TSLA
FB
M
"I'm spending a year dead for tax reasons." - Hotblack Desiato

Time2Quit
Posts: 63
Joined: Thu Nov 01, 2018 9:47 am

Re: 2019 Hedge Fund Contest

Post by Time2Quit » Tue Jan 01, 2019 9:00 pm

Name Trifecta Capital

Long:

RF
NEOG

Short:

FB
TSLA

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StormShadow
Posts: 631
Joined: Thu Feb 09, 2012 6:20 pm

Re: 2019 Hedge Fund Contest

Post by StormShadow » Tue Jan 01, 2019 10:48 pm

Name: Electric Boogaloo, Inc

Long
Albemarle Corp - ALB

User avatar
Carlos Danger
Posts: 53
Joined: Fri Mar 16, 2018 6:32 pm

Re: 2019 Hedge Fund Contest

Post by Carlos Danger » Tue Jan 01, 2019 11:12 pm

Grayson Moorhead Securities

Image

Long:

BRK.B
JPM
BAC


Short:

TSLA
ZG
LC


"If the day ever comes that a client knows more about the market than we do, copy him. Do what he does."

-Arthur Grayson
Last edited by Carlos Danger on Wed Jan 02, 2019 2:25 pm, edited 2 times in total.

HEDGEFUNDIE
Posts: 1569
Joined: Sun Oct 22, 2017 2:06 pm

Re: 2019 Hedge Fund Contest

Post by HEDGEFUNDIE » Tue Jan 01, 2019 11:31 pm

Sympatry Global Alpha

Long:

SSTI
TWLO
ZS

Short:

SHLD

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stickman731
Posts: 282
Joined: Sun Jan 01, 2012 10:42 am
Location: New Jersey

Re: 2019 Hedge Fund Contest

Post by stickman731 » Wed Jan 02, 2019 5:47 am

Sticky Wonder Fund

LONG
FB
GE
MBII

Short
ASH

motorcyclesarecool
Posts: 621
Joined: Sun Dec 14, 2014 7:39 am

Re: 2019 Hedge Fund Contest

Post by motorcyclesarecool » Wed Jan 02, 2019 7:10 am

Low Tech Transport Fund

Short
TSLA
GE
IBM

Long
BRK.B
EGLE
CSX

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Rick Ferri
Posts: 8664
Joined: Mon Feb 26, 2007 11:40 am
Location: Georgetown, TX. Twitter: @Rick_Ferri
Contact:

Re: 2019 Hedge Fund Contest

Post by Rick Ferri » Wed Jan 02, 2019 7:25 am

LONG: GE
SHORT: TSLA

EAST-WEST FUND
Last edited by Rick Ferri on Fri Jan 04, 2019 11:46 am, edited 1 time in total.
The Education of an Index Investor: born in darkness, finds indexing enlightenment, overcomplicates everything, embraces simplicity.

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ReformedSpender
Posts: 267
Joined: Fri Mar 16, 2018 1:24 pm
Location: Stone's Throw from Vanguard

Re: 2019 Hedge Fund Contest

Post by ReformedSpender » Wed Jan 02, 2019 8:34 am

Name: Wrecked Capital

Short:
M
TSLA
FB
Market history shows that when there's economic blue sky, future returns are low, and when the economy is on the skids, future returns are high. The best fishing is done in the most stormy waters.

madpunster
Posts: 115
Joined: Sun Nov 02, 2008 12:58 am

Re: 2019 Hedge Fund Contest

Post by madpunster » Wed Jan 02, 2019 10:01 am

Crypt-o-Currencies Fund

Longs: TNDM, NIHD, HEAR
Shorts: VTL, SGYP, MLNT

ResearchMed
Posts: 7907
Joined: Fri Dec 26, 2008 11:25 pm

Re: 2019 Hedge Fund Contest

Post by ResearchMed » Wed Jan 02, 2019 10:22 am

Okay, I'll play this year:

The MOXIE Fund (tm)

Long:

ILMN

That's all...

RM
This signature is a placebo. You are in the control group.

Walkure
Posts: 68
Joined: Tue Apr 11, 2017 9:59 pm

Re: 2019 Hedge Fund Contest

Post by Walkure » Wed Jan 02, 2019 12:13 pm

The "If you can't beat 'em, buy 'em Fund"

LONG:
SPGI
MSCI

overthought
Posts: 244
Joined: Tue Oct 17, 2017 3:44 am

Re: 2019 Hedge Fund Contest

Post by overthought » Wed Jan 02, 2019 12:51 pm

Fund name: Retail me not

All short:
- BGFV
- JCP
- ODP

===

Runners-up were:
- SNAP (not in Russell 3000 index)
- SAGE (revenues down, debts up, bleeding cash)
- NVDA (slapped w/ a class-action lawsuit)

Aside: Surprised to see SHLD showing up in contest entries... it's technically on the list, but wasn't it delisted?
(More importantly, do they have anything left to lose at this point?)
Last edited by overthought on Fri Jan 04, 2019 3:51 pm, edited 1 time in total.

Tanelorn
Posts: 1576
Joined: Thu May 01, 2014 9:35 pm

Re: 2019 Hedge Fund Contest

Post by Tanelorn » Wed Jan 02, 2019 2:10 pm

overthought wrote:
Wed Jan 02, 2019 12:51 pm
Aside: Surprised to see SHLD showing up in contest entries... it's technically on the list, but wasn't it delisted?
(More importantly, do they have anything left to lose at this point?)
SHLD was indeed delisted and now trades as SHLDQ. It's an eligible stock for the contest since it was in the index last summer (presumably it won't be next year, although who knows how their bankruptcy plays out). The stock has nearly tripled off its lows in the past week, so those betting either way on Sears stock are likely in for a crazy ride.
Last edited by Tanelorn on Wed Jan 02, 2019 3:46 pm, edited 1 time in total.

goblue100
Posts: 790
Joined: Sun Dec 01, 2013 10:31 am

Re: 2019 Hedge Fund Contest

Post by goblue100 » Wed Jan 02, 2019 2:30 pm

This year the "Two Minute Portfolio" believes the energy sector is due for a comeback:
Long:
XOM (Exon Mobile)
OXY (Occidental Petroleum)
PSXP (PHilips 66)

Short:
TSLA (Tesla)
Increasing oil prices should be good for Tesla, but I feel like their CEO is one misstep from jail, so it is my only short.
Financial planners are savers. They want us to be 95 percent confident we can finance a 30-year retirement even though there is an 82 percent probability of being dead by then. - Scott Burns

bsdsecprof
Posts: 12
Joined: Tue May 30, 2017 11:09 am

Re: 2019 Hedge Fund Contest

Post by bsdsecprof » Wed Jan 02, 2019 2:33 pm

Legacy Capital

Long:
General Electric (GE) Axon Enterprise Inc. (AAXN)
T2 BioSystems (TTOO)
Kennametal (KMT) ANI Pharmaceuticals (ANIP)

Short:
Facebook (FB)
Activision (ATVI) Twitter (TWTR)
Apple (AAPL)
Last edited by bsdsecprof on Sun Jan 06, 2019 11:16 pm, edited 3 times in total.
Hedge Fund Contest Results: | 2018: 18 out of 72 (Benchmark = 55)

BigJohn
Posts: 1628
Joined: Wed Apr 02, 2014 11:27 pm

Re: 2019 Hedge Fund Contest

Post by BigJohn » Wed Jan 02, 2019 5:26 pm

Old School Hedge Fund

A very concentrated strategy predicting an oil crisis and continued privacy/regulatory issues for big tech

Long
XOM - ExxonMobil
CVX - Chevron
COP - ConocoPhillips

Short
FB - Facebook
GOOG - Alphabet Class C
AAPL - Apple

ge1
Posts: 462
Joined: Sat Apr 28, 2012 8:15 pm

Re: 2019 Hedge Fund Contest

Post by ge1 » Wed Jan 02, 2019 10:13 pm

Matterhorn Money Maker

Long:
XOM
CVX

Short:
NFLX
Tesla

97trophy
Posts: 14
Joined: Tue Nov 21, 2017 9:57 pm

Re: 2019 Hedge Fund Contest

Post by 97trophy » Wed Jan 02, 2019 10:13 pm

Fund Trophy Trading.

long: MSFT, PYPL, IDXX

MnD
Posts: 3883
Joined: Mon Jan 14, 2008 12:41 pm

Re: 2019 Hedge Fund Contest

Post by MnD » Wed Jan 02, 2019 10:20 pm

The top fund of 2018 with long and short positions is back again to dominate the competition!

Name:
Takeover and Gameover II

Long:
GE - General Electric Co

Short:
JCP - Penney JC INC

drk
Posts: 1005
Joined: Mon Jul 24, 2017 10:33 pm
Location: Seattle

Re: 2019 Hedge Fund Contest

Post by drk » Wed Jan 02, 2019 10:59 pm

Health and Foolishness

Long:
* PM
* TAP

Short:
* AMD
* PCG
Last edited by drk on Sun Jan 06, 2019 2:13 pm, edited 2 times in total.

Tico_75
Posts: 152
Joined: Thu Jan 08, 2015 5:36 pm

Re: 2019 Hedge Fund Contest

Post by Tico_75 » Wed Jan 02, 2019 11:13 pm

Lifelong Working Assurance Fund

The best blindfolded monkeys throwing darts in the dark while eating bananas at your service

Long
General Electric GE

Short
Sears Holding SHLD
Tesla Corporation TSLA
"Check ID" is my actual signature.

ccieemeritus
Posts: 583
Joined: Thu Mar 06, 2014 10:43 pm

Re: 2019 Hedge Fund Contest

Post by ccieemeritus » Thu Jan 03, 2019 5:50 am

ccieemeritus wrote:
Tue Jan 01, 2019 6:50 pm
Name: diversified ultra safe admirals fund.

Long AAPL

That’s it!
Ouch. I just picked AAPL one trading day before they issued a revenue warning. Welcome to the perils of investing in individual stocks. 😀

Tanelorn
Posts: 1576
Joined: Thu May 01, 2014 9:35 pm

Re: 2019 Hedge Fund Contest

Post by Tanelorn » Thu Jan 03, 2019 9:06 am

ccieemeritus wrote:
Thu Jan 03, 2019 5:50 am
Ouch. I just picked AAPL one trading day before they issued a revenue warning. Welcome to the perils of investing in individual stocks. 😀
Don’t worry, you’ll be buying cheaper since the buy date for the contest is Monday’s close. The contest hasn’t started yet.

FinanceStudent
Posts: 6
Joined: Tue Apr 09, 2013 2:42 pm
Location: Honolulu, Hawaii

Re: 2019 Hedge Fund Contest

Post by FinanceStudent » Thu Jan 03, 2019 5:03 pm

Catch a Falling Knife Fund

Long
AAPL
GE
FB

trueblueky
Posts: 1393
Joined: Tue May 27, 2014 3:50 pm

Re: 2019 Hedge Fund Contest

Post by trueblueky » Thu Jan 03, 2019 5:50 pm

Name: mo4me

Long: A record 417 people running in the Iowa caucus boosts farm prices temporarily.
Kellogg K
Archer ADM

Short: losers!
Apple AAPL
Tesla TSLA
Wells Fargo WFC

slbnoob
Posts: 454
Joined: Thu Jul 25, 2013 1:31 pm

Re: 2019 Hedge Fund Contest

Post by slbnoob » Thu Jan 03, 2019 6:01 pm

No Link?

User avatar
librarianaire
Posts: 13
Joined: Mon Dec 04, 2017 5:15 pm
Location: New Jersey

Re: 2019 Hedge Fund Contest

Post by librarianaire » Thu Jan 03, 2019 8:12 pm

These companies are overdue for a correction so I’m adding them to my collection.

Name: The Social Epistemology Cardigan Fund

Short:
* GoDaddy Inc. (GDDY)
* The KeyW Holding Corporation (KEYW)
* Quorum Health Corporation (QHC)

Social Epistemology will add no long positions to its Cardigan Fund books for 2019.
“Our own experience provides the basic material for our imagination, whose range is therefore limited.” Thomas Nagel, What is it like to be a bat?

YoungBogle
Posts: 25
Joined: Thu Nov 08, 2018 10:04 pm

Re: 2019 Hedge Fund Contest

Post by YoungBogle » Thu Jan 03, 2019 8:56 pm

Fund: “GSS wasn’t available Capital Mgmt”

Long: CRC

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LadyGeek
Site Admin
Posts: 50243
Joined: Sat Dec 20, 2008 5:34 pm
Location: Philadelphia
Contact:

Re: 2019 Hedge Fund Contest

Post by LadyGeek » Fri Jan 04, 2019 10:05 am

Fund: Lagrange Point

Long:
* Maxwell Technologies (MXWL)

Short:
* Harmonic Inc (HLIT)

We take stable, balanced approach.
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.

HenryBemis
Posts: 19
Joined: Thu Feb 23, 2012 1:44 pm

Re: 2019 Hedge Fund Contest

Post by HenryBemis » Fri Jan 04, 2019 10:22 am

The Flavor Aid Fund

Long
FIVE- Five Below
MO- Altria Group Inc
NOC- NORTHROP GRUMMAN CORP

Short
FB- FACEBOOK INC
M- MACYS INC

*We aim to overcharge and underperform.

User avatar
LadyGeek
Site Admin
Posts: 50243
Joined: Sat Dec 20, 2008 5:34 pm
Location: Philadelphia
Contact:

Re: 2019 Hedge Fund Contest

Post by LadyGeek » Fri Jan 04, 2019 11:18 am

If there are any new investors who would like to participate, but don't understand what to do, here's a quick explanation:
  • Pick up to 3 stocks (none, 1, 2, or 3) you think will be higher at the end of year. This is the "long" selection.
  • Pick up to 3 stocks (none, 1, 2, or 3) you think will be lower at the end of the year. This is the "short" section.
  • You can pick a single fund (long or short).
  • Pick a fancy name for your fund.
That's it.

Important: The stocks have to be listed in the Russell 3000 index, https://www.ftserussell.com/files/suppo ... ssell-3000.

Helpful suggestions:

- Real-time performance of the stocks within the Russell 3000 index can be found here: Russell 3000 Index Chart, Components, Prices - Barchart.com If you select a stock from this site, double-check it against the "official" contest list, which is not the latest (June 2018).

Tip: The URL can be hacked to sort the list, e.g. "orderDir=asc" can be changed to "orderDir=desc"

- Google "hedge fund name generator" for tips on naming your fund.

- Don't worry about the details. If you get stuck, just pick something. The point is to enter the contest and participate. Then, see how your choices perform over the course of the year.
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.

SagaciousTraveler
Posts: 200
Joined: Thu May 03, 2018 6:05 am

Re: 2019 Hedge Fund Contest

Post by SagaciousTraveler » Fri Jan 04, 2019 11:29 am

HowNowBrownCow

Long:
COHR
USCR
MHK


Short:
TSLA
HEAR
TWLO

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