2020 Hedge Fund contest

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Topic Author
Tanelorn
Posts: 1677
Joined: Thu May 01, 2014 9:35 pm

2020 Hedge Fund contest

Post by Tanelorn » Fri Jan 10, 2020 3:09 am

Current Standings - 2020 hedge fund contest

It’s that time of the year again, when the old year’s missteps and blunders are history (and only your investors’ problem at this point), and the New Year offers all the promise in the world for aspiring fund managers to show their skills and try beat the market. So put on your thinking caps this weekend and show us your favorite picks by Monday morning.

I meant to get this up earlier, but this is the thread for the 2020 hedge fund contest. The official start of the contest will begin using Monday Jan 13th’s closing prices, so the hard cutoff for entries is 4pm ET when the market closes on Monday. I suggest trying to make up your mind by Monday morning and posting earlier so you don’t get busy during the day and forget. For reference, here is previous year's contest (2019) thread.

Here are the contest guidelines, same format as in previous years.
  • Pick a fancy name for your hedge fund.
  • Before 4:00pm EST on 13 Jan 2020, 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. Remember this is a stock picking contest, so ETFs and other funds are not allowed.
  • Opening prices will be based on Jan 13th 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 2020, 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. For mixed cash and stock offers or other more complicated events, you'll just have to trust me to saw things off fairly.
  • The universe from which to choose is the Russell 3000. You should be able find all your stock choices in the list below (up to name changes or similar):
Russell 3000 List - 2019

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

Like last year, Tanelorn will be providing fixes and commentary as the year goes on. I will try to be more involved this time around. Once we get a spreadsheet prepared, you’ll be able to see that here:

Current Standings - 2020 hedge fund contest
Last edited by Tanelorn on Wed Jan 15, 2020 9:17 am, edited 5 times in total.

User avatar
stickman731
Posts: 305
Joined: Sun Jan 01, 2012 10:42 am
Location: New Jersey

Re: 2020 Hedge Fund contest

Post by stickman731 » Fri Jan 10, 2020 5:41 am

Sticky Wonder Fund

LONG
MBII
GS
GE

SHORT
ASH

Thank you !!!

Alchemist
Posts: 370
Joined: Sat Aug 30, 2014 6:35 am
Location: Florida

Re: 2020 Hedge Fund contest

Post by Alchemist » Fri Jan 10, 2020 6:32 am

The Philosophers Stone Fund by the Financial Alchemy Group

Long:
TMUS
LMT
BA

Short:
BBBY
Last edited by Alchemist on Fri Jan 10, 2020 9:05 pm, edited 1 time in total.

User avatar
happyisland
Posts: 481
Joined: Thu Oct 03, 2013 1:36 pm

Re: 2020 Hedge Fund contest

Post by happyisland » Fri Jan 10, 2020 6:43 am

Monkeydart Hedge

Long:
RUN


Short:
BABY
Last edited by happyisland on Sat Jan 11, 2020 6:43 am, edited 1 time in total.

Vanguard Fan 1367
Posts: 1249
Joined: Wed Feb 08, 2017 3:09 pm

Re: 2020 Hedge Fund contest

Post by Vanguard Fan 1367 » Fri Jan 10, 2020 7:21 am

The Florida Divers Fund

Long:

T

EMN

SYY

bgf
Posts: 1181
Joined: Fri Nov 10, 2017 9:35 am

Re: 2020 Hedge Fund contest

Post by bgf » Fri Jan 10, 2020 8:10 am

Bushwood Capital

Long:

EBIX

Short:

TSLA
“TE OCCIDERE POSSUNT SED TE EDERE NON POSSUNT NEFAS EST"

jeroly
Posts: 74
Joined: Wed Jan 24, 2018 2:07 pm

Re: 2020 Hedge Fund contest

Post by jeroly » Fri Jan 10, 2020 8:44 am

Jeroly Capital

Long: AAL, DIS, IONS
Short: TSLA, UBER

b42
Posts: 342
Joined: Thu Apr 11, 2013 7:00 pm

Re: 2020 Hedge Fund contest

Post by b42 » Fri Jan 10, 2020 9:24 am

Penny Stock Year 3

Short
JCP

User avatar
ReformedSpender
Posts: 416
Joined: Fri Mar 16, 2018 1:24 pm
Location: Stone's Throw from Vanguard

Re: 2020 Hedge Fund contest

Post by ReformedSpender » Fri Jan 10, 2020 9:34 am

Hedge Fund: Wrecked Capital

Short: Apple (APPL) and Tesla (TSLA)

Looking forward to a rewarding year
:beer
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.

Walkure
Posts: 148
Joined: Tue Apr 11, 2017 9:59 pm

Re: 2020 Hedge Fund contest

Post by Walkure » Fri Jan 10, 2020 10:28 am

Fund: Furst Quinn Tyler Lasch

Long: UBNT, JNPR

madpunster
Posts: 121
Joined: Sun Nov 02, 2008 12:58 am

Re: 2020 Hedge Fund contest

Post by madpunster » Fri Jan 10, 2020 10:53 am

Fund: Cassius King

longs: MYOK, FBHS, EQIX
shorts: SAVE, OEC, LXU

Float like the money supply
Sting like QE

User avatar
Rick Ferri
Posts: 8989
Joined: Mon Feb 26, 2007 11:40 am
Location: Georgetown, TX. Twitter: @Rick_Ferri
Contact:

Re: 2020 Hedge Fund contest

Post by Rick Ferri » Fri Jan 10, 2020 11:13 am

East-West Fund

Long: GE
Short: TSLA

:mrgreen:
The Education of an Index Investor: born in darkness, finds indexing enlightenment, overcomplicates everything, embraces simplicity.

Grt2bOutdoors
Posts: 21773
Joined: Thu Apr 05, 2007 8:20 pm
Location: New York

Re: 2020 Hedge Fund contest

Post by Grt2bOutdoors » Fri Jan 10, 2020 11:25 am

Fund: Not a Factor

Long: OXY
GE
NTNX

Short:
"One should invest based on their need, ability and willingness to take risk - Larry Swedroe" Asking Portfolio Questions

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Raymond
Posts: 1486
Joined: Mon Apr 16, 2012 6:04 am

Re: 2020 Hedge Fund contest

Post by Raymond » Fri Jan 10, 2020 11:26 am

Fall Ocean Management

Long:

APA - Apache Corp
CRMT - Americas Car-Mart Inc
PBIP - Prudential Bancorp Inc

Short:

OPB - Opus Bk Irvine Calif
XEL - Xcel Energy Inc
SYNH - Syneos Health Inc
Last edited by Raymond on Fri Jan 10, 2020 7:11 pm, edited 1 time in total.
"Ritter, Tod und Teufel"

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Water
Posts: 13
Joined: Fri Nov 14, 2014 11:24 am
Location: Greenwood Village, Colorado

Re: 2020 Hedge Fund contest

Post by Water » Fri Jan 10, 2020 11:28 am

Name: Terminator Rising

Long
AMD - Advanced Micro Devices, Inc.
TSLA - Tesla, Inc.
MU - Micron Technology, Inc.

Short
FIZZ - National Beverage Corp.
UNFI - United Natural Foods, Inc.
USFD - US Foods Holding Corp.
You might be probably aware of this, human beings do not always behave in a rational manner. - Water

User avatar
Darth Xanadu
Posts: 721
Joined: Sat Jan 27, 2018 1:47 am
Location: Middle Earth

Re: 2020 Hedge Fund contest

Post by Darth Xanadu » Fri Jan 10, 2020 11:35 am

Fund: Sacred River Alph-a

Long
PRTY
DOCU
EXAS

Short
TSLA
AJG
"A courageous teacher, failure is."

aristotelian
Posts: 6692
Joined: Wed Jan 11, 2017 8:05 pm

Re: 2020 Hedge Fund contest

Post by aristotelian » Fri Jan 10, 2020 11:53 am

Despite last year's outstanding success with a bear strategy in the cannabis sector, this year, Up In Smoke's algorithm calls for a tech-centered bull strategy. Based on extensive market research and a proprietary screening methodology (Google search of "small cap tech stocks"):

Up In Smoke

Long: DOMO

User avatar
Carlos Danger
Posts: 147
Joined: Fri Mar 16, 2018 6:32 pm

Re: 2020 Hedge Fund contest

Post by Carlos Danger » Fri Jan 10, 2020 12:24 pm

Grayson Moorhead Securites' otherwise stellar 2019 was tanked by our Tesla short, and we underperformed delivering only a 5.17% return.

But 2020 will be better!!!

FUND: GRAYSON MOORHEAD SECURITIES

LONG:
MDT - Medtronic PLC
NVDA - Nvidia Corporation
DIS - Walt Disney Co

SHORT:
KSS - Kohl's Corporation
JCP - J C Penney Company
PIR - Pier 1 Imports


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

-Arthur Grayson, founder of Grayson Moorhead Securities

Oregano
Posts: 6
Joined: Fri Nov 22, 2019 9:30 pm

Re: 2020 Hedge Fund contest

Post by Oregano » Fri Jan 10, 2020 2:54 pm

Short Tesla Fund

Short: Tesla

TNWoods
Posts: 64
Joined: Sun Feb 10, 2019 10:04 am

Re: 2020 Hedge Fund contest

Post by TNWoods » Fri Jan 10, 2020 5:13 pm

TNWoods MoneyMouth Fund

Long:
AAPL
MSFT
MA

Short:
TSLA
UBER


TNWoods

User avatar
hornet96
Posts: 536
Joined: Sun Nov 25, 2012 6:45 pm

Re: 2020 Hedge Fund contest

Post by hornet96 » Fri Jan 10, 2020 5:39 pm

High Hopes Fund

Long
Innovative Industrial Properties (IIPR)
Exelixis (EXEL)
Aimmune Therapeutics (AIMT)

Short
Frontier Communications Corp. (FTR)
Ascena Retail Group (ASNA)
Tanger Factory Outlet Centers (SKT)

User avatar
hornet96
Posts: 536
Joined: Sun Nov 25, 2012 6:45 pm

Re: 2020 Hedge Fund contest

Post by hornet96 » Fri Jan 10, 2020 5:42 pm

Carlos Danger wrote:
Fri Jan 10, 2020 12:24 pm
PIR - Pier 1 Imports
FYI, unfortunately Pier 1 isn't listed in the Russell 3000 Index, so it will be ineligible for this contest. (That stock was on my original list to short as well.)
Last edited by hornet96 on Sat Jan 11, 2020 12:05 am, edited 1 time in total.

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jriding
Posts: 167
Joined: Tue Jan 15, 2013 2:06 pm
Location: CO

Re: 2020 Hedge Fund contest

Post by jriding » Fri Jan 10, 2020 6:09 pm

In-site Fund "You've got to see it to pick it"

Long
GRMN
LNT
LUV

Short
PLT
BYND
AAPL

User avatar
abuss368
Posts: 17195
Joined: Mon Aug 03, 2009 2:33 pm
Location: Where the water is warm, the drinks are cold, and I don't know the names of the players!
Contact:

Re: 2020 Hedge Fund contest

Post by abuss368 » Fri Jan 10, 2020 7:31 pm

The Gekko Fund

Long:
Apple
GE
Equity Residential

Short:
Aramco
Uber
Lyft
John C. Bogle - Two Fund Portfolio: Total Stock & Total Bond. "Simplicity is the master key to financial success."

PoppyA
Posts: 526
Joined: Sat Oct 11, 2014 4:24 pm

Re: 2020 Hedge Fund contest

Post by PoppyA » Fri Jan 10, 2020 7:53 pm

The Dickie Bird Fund

Long

AMD
CACI
APPL*

* Edited on 1.16.20 - yes, this should have read AAPL
Last edited by PoppyA on Thu Jan 16, 2020 3:18 pm, edited 1 time in total.

Chrono Triggered
Posts: 141
Joined: Wed Feb 17, 2016 12:55 pm

Re: 2020 Hedge Fund contest

Post by Chrono Triggered » Fri Jan 10, 2020 8:05 pm

Lavos Inc.

LONG:
BA
FB
F

SHORT:
JAZZ
VZ
WFC

larrydmsn
Posts: 87
Joined: Thu Aug 28, 2008 8:58 pm

Re: 2020 Hedge Fund contest

Post by larrydmsn » Fri Jan 10, 2020 8:06 pm

Much Ado Fund
Long:
ABMD
M
OXY

Short:
AMD
LRCX
KLAC

honduranhurricane
Posts: 134
Joined: Tue Oct 18, 2016 10:18 pm
Location: boston, ma

Re: 2020 Hedge Fund contest

Post by honduranhurricane » Fri Jan 10, 2020 8:06 pm

Gandolf or Gollum
long: Apple, GE, Boeing
Short: Sears, JC Penney

Frankieg48336
Posts: 34
Joined: Sun Sep 16, 2018 11:38 pm

Re: 2020 Hedge Fund contest

Post by Frankieg48336 » Fri Jan 10, 2020 8:22 pm

This Time Its Different fund

Long
VZ
AMZN


Short
TSLA

cb474
Posts: 812
Joined: Tue Jan 19, 2010 6:32 am

Re: 2020 Hedge Fund contest

Post by cb474 » Fri Jan 10, 2020 8:35 pm

Mistakes Were Made

Short

BA (Boeing)
AAPL (Apple)
TSLA (Tesla)


This fund seeks to hedge sound investment strategies with bets placed on superficial hunches derived from the most commonplace and banal new sources.

User avatar
whodidntante
Posts: 7134
Joined: Thu Jan 21, 2016 11:11 pm
Location: outside the echo chamber

Re: 2020 Hedge Fund contest

Post by whodidntante » Fri Jan 10, 2020 9:06 pm

A lot of y'all seem to think that Dan Mahowny was not wrong, just early.

Grt2bOutdoors
Posts: 21773
Joined: Thu Apr 05, 2007 8:20 pm
Location: New York

Re: 2020 Hedge Fund contest

Post by Grt2bOutdoors » Fri Jan 10, 2020 9:49 pm

abuss368 wrote:
Fri Jan 10, 2020 7:31 pm
The Gekko Fund

Long:
Apple
GE
Equity Residential

Short:
Aramco
Uber
Lyft
Aramco is not in Russell 3000.
"One should invest based on their need, ability and willingness to take risk - Larry Swedroe" Asking Portfolio Questions

User avatar
StormShadow
Posts: 768
Joined: Thu Feb 09, 2012 6:20 pm

Re: 2020 Hedge Fund contest

Post by StormShadow » Fri Jan 10, 2020 10:39 pm

Into the unknooooooown!

Long:
DIS (Disney)

paper200
Posts: 268
Joined: Sat Feb 02, 2008 11:40 am

Re: 2020 Hedge Fund contest

Post by paper200 » Fri Jan 10, 2020 10:56 pm

Losers are Winners

Long
MDR
KLXE
ACOR
Last edited by paper200 on Sat Jan 11, 2020 6:49 pm, edited 1 time in total.
Having freedom, food and roof is being 90% lucky in life and so is index investing. So, don't let the remaining 10% bother you.

bovineplane
Posts: 83
Joined: Wed Jul 26, 2017 5:24 am

Re: 2020 Hedge Fund contest

Post by bovineplane » Fri Jan 10, 2020 11:00 pm

Prestige Worldwide Financial Management

Long - SRPT

Topic Author
Tanelorn
Posts: 1677
Joined: Thu May 01, 2014 9:35 pm

Re: 2020 Hedge Fund contest

Post by Tanelorn » Fri Jan 10, 2020 11:54 pm

paper200 wrote:
Fri Jan 10, 2020 10:56 pm
Losers are Winners

Long
MDR
KLXE
ACOR
TUP
You can only pick up to 3 longs, so you should edit your post and remove one of those. If you wish, you can also pick up to 3 shorts.

Edit: fixed, I see. thanks
Last edited by Tanelorn on Sun Jan 12, 2020 11:08 pm, edited 1 time in total.

finite_difference
Posts: 1559
Joined: Thu Jul 09, 2015 7:00 pm

Re: 2020 Hedge Fund contest

Post by finite_difference » Fri Jan 10, 2020 11:57 pm

So You Want To Be A Hedge Fund?

Long
AMD
MSFT
DIS

Short
INTC
TSLA
BA
The most precious gift we can offer anyone is our attention. - Thich Nhat Hanh

User avatar
AbelArcher
Posts: 24
Joined: Sat Nov 17, 2018 2:19 am

Re: 2020 Hedge Fund contest

Post by AbelArcher » Sat Jan 11, 2020 5:10 am

Compu-Global-Hyper-Mega-Net Fund

Long:
ALXN- ALEXION PHARMACEUTICALS
MPC- MARATHON PETROLEUM CORP
GM- GENERAL MTRS CO

Short:
BKS- BARNES & NOBLE INC
FDX- FEDEX CORP
GME- GAMESTOP CORP

goblue100
Posts: 1107
Joined: Sun Dec 01, 2013 10:31 am

Re: 2020 Hedge Fund contest

Post by goblue100 » Sat Jan 11, 2020 8:07 am

This year the "Two Minute Portfolio" plans to do better.
Long:
BA
COST

Short:
TSLA (Tesla)
GE
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

grok87
Posts: 8920
Joined: Tue Feb 27, 2007 9:00 pm

Re: 2020 Hedge Fund contest

Post by grok87 » Sat Jan 11, 2020 9:01 am

Consternatio Partners

After delivering strong top quartile performance in 2019, Consternatio Partners is reopening to fresh investor capital for 2020.

Longs

ARWR Arrowhead Pharmaceuticals Inc.
ESPR Esperion Therapeutics Inc.
ATKR Atkore International Group Inc

Shorts

NRZ New Residential Investment Corp
TWO Two Harbors Investment Corp
IVR Invesco Mortgage Capital Inc

cheers,
grok
RIP Mr. Bogle.

User avatar
dougger5
Posts: 376
Joined: Fri Nov 27, 2015 11:58 am
Location: Not far from Malvern

Re: 2020 Hedge Fund contest

Post by dougger5 » Sat Jan 11, 2020 9:06 am

Get 2 & 20. Die. Repeat. Fund

Long
FB - Facebook
NOC - Northrop Grumman
GE - General Electric
"I've been ionized, but I'm okay now." -Buckaroo Banzai

User avatar
timboktoo
Posts: 723
Joined: Sun Mar 31, 2013 3:42 pm

Re: 2020 Hedge Fund contest

Post by timboktoo » Sat Jan 11, 2020 10:12 am

Name: Perfectly Safe Money Management
Long: BRK.B
Short: GME

- Tim

veggivet
Posts: 484
Joined: Sun Jan 25, 2015 1:07 pm
Location: New England

Re: 2020 Hedge Fund contest

Post by veggivet » Sat Jan 11, 2020 10:46 am

The Mirage Fund is pleased to announce we are accepting new investors at this time, as many of our old ones have disappeared from our vision. Our results last year, when viewed through our proprietary 'Mirage Glasses' had us at the top of the pack, even after accounting for our nominal 5% upfront load, 40% of profits, and 8% redemption fee. We are also announcing our expense ratio will be doubled this year to 4% to allow us to redecorate our offices and provide fresh flowers for all employees (both of us) on a weekly basis. We thank you for your continued confidence and look forward to 2020; we hope you can join our 'vision'.

Long: Beyond Meat BYND
Long: Epizyme EPZM
Short: JCPenney JCP
Short: Tesla TSLA
If you watch your pennies, your dollars will take care of themselves.

User avatar
Carlos Danger
Posts: 147
Joined: Fri Mar 16, 2018 6:32 pm

Re: 2020 Hedge Fund contest

Post by Carlos Danger » Sat Jan 11, 2020 1:29 pm

hornet96 wrote:
Fri Jan 10, 2020 5:42 pm
Carlos Danger wrote:
Fri Jan 10, 2020 12:24 pm
PIR - Pier 1 Imports
FYI, unfortunately Pier 1 isn't listed in the Russell 3000 Index, so it will be ineligible for this contest. (That stock was on my original list to short as well.)
This is unacceptable. This silly rule should not apply to me, I am the portfolio manager of the Grayson Moorhead Hedge Fund. I am a very important person and I sit behind an expensive, rich mahogany desk paid for by the perfectly reasonable 5% front load we charge our suckers valued clients.

azanon
Posts: 2633
Joined: Mon Nov 07, 2011 10:34 am

Re: 2020 Hedge Fund contest

Post by azanon » Sat Jan 11, 2020 1:38 pm

Upside Tiger-blood was one of the worst performers for both 2018 and 2019. You know what that means though - reversion to the mean! We really planned for this to happen because you've gotta fall down hard to set yourself up for a meteoric rise, so we're right where we want to be. It's time to invest with us!

2020 "Upside Tiger-blood" official positions:

Long: EOG, and BLK
Shorts: FB and DG

Wind_Reaver
Posts: 73
Joined: Mon Jan 05, 2009 3:15 pm

Re: 2020 Hedge Fund contest

Post by Wind_Reaver » Sat Jan 11, 2020 2:19 pm

"Newly formed Reaver Investment Partners (RIP) launches first hedge fund with the introduction of the Dynamically Allocated Financial Timebomb (DAFT) for the 2020 new year." - Digital Derp Online Services (DDOS)

Long: AMT, DTE, TSLA
Short: CSNL CNSL, HOPE, VZ
Last edited by Wind_Reaver on Sun Jan 12, 2020 11:55 pm, edited 1 time in total.

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JamalJones
Posts: 169
Joined: Sat May 28, 2016 12:53 pm
Location: Virgo Super Cluster

Re: 2020 Hedge Fund contest

Post by JamalJones » Sat Jan 11, 2020 2:46 pm

.

Straight Outta Compton Intertwined Securities Limited Dutch Holdings

Long:
CENT
FPRX
MBII

Short:
WDFC
TMO
PSTG
TSP + Vanguard Roth IRA + Vanguard Taxable: 80% equities / 20% bonds | "Yap, yap, yap, yap, - the bottom line is ya gotta buckle up the chin strap!" --R. Lewis

overthought
Posts: 271
Joined: Tue Oct 17, 2017 3:44 am

Re: 2020 Hedge Fund contest

Post by overthought » Sat Jan 11, 2020 4:59 pm

The Retail Me Not fund is back, better than ever, with a new selection of retail sector stocks that have proven resistant to market rallies (***):

Short:
ASNA - Ascena Retail Group
FL - Foot Locker
GPS - Gap

Macy's (M) gets a dishonorable mention, since I can only pick three to short.

(***) We are quite proud of our 48% return last year, and we extend our sincerest condolences if you failed to lock in your gains in August, before our picks rode the market rally upward.

JBTX
Posts: 5768
Joined: Wed Jul 26, 2017 12:46 pm

Re: 2020 Hedge Fund contest

Post by JBTX » Sat Jan 11, 2020 5:22 pm

Introducing the WTHDOINO American Opportunities Fund

Long: TSLA
Last edited by JBTX on Mon Jan 13, 2020 10:11 am, edited 1 time in total.

User avatar
Didymograptus
Posts: 56
Joined: Mon Nov 06, 2017 8:18 pm
Location: Austin, TX

Re: 2020 Hedge Fund contest

Post by Didymograptus » Sat Jan 11, 2020 6:51 pm

Privet Hedge Fund

Long: CHK, APC, HES
Short: NKTR, ORGO, RST
The best things in life aren't things

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