2017 hedge fund contest

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BackOfTheNet
Posts: 144
Joined: Mon Nov 30, 2009 9:24 pm

2017 hedge fund contest

Post by BackOfTheNet » Fri Dec 30, 2016 10:07 am

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.
Last edited by BackOfTheNet on Wed Jan 04, 2017 4:08 pm, edited 3 times in total.

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

Re: 2017 hedge fund contest

Post by Gropes & Ray » Fri Dec 30, 2016 11:26 am

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)

Tanelorn
Posts: 1321
Joined: Thu May 01, 2014 9:35 pm

Re: 2017 hedge fund contest

Post by Tanelorn » Fri Dec 30, 2016 11:30 am

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.

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new2bogle2
Posts: 381
Joined: Sun Dec 29, 2013 12:49 pm

Re: 2017 hedge fund contest

Post by new2bogle2 » Fri Dec 30, 2016 2:26 pm

Bogle-less Hedge Fund
- we pick winners or we lose you money


LONG: SYRG, WLL, XOM

SHORT: ULTA, ALB, NVDA

paper200
Posts: 254
Joined: Sat Feb 02, 2008 11:40 am

Re: 2017 hedge fund contest

Post by paper200 » Fri Dec 30, 2016 3:22 pm

Billionaire Yacht Fund Ticker MYG
My Yacht Guaranteed

Long: SUPN, IPXL, BREW

Short: SHLD, WINS, ARIA
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.

JiveTurkey
Posts: 65
Joined: Thu Jun 25, 2015 7:11 pm
Location: Corvallis, OR

Re: 2017 hedge fund contest

Post by JiveTurkey » Fri Dec 30, 2016 3:53 pm

Tuesday's Not Forever

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

Short
INFI: Infinity Pharmaceuticals, Inc.
IPCC: Infinity Property & Casualty Corp.
Accumulator w/Age-in-Bonds AA. Fossil fuel-free equity index funds: 2/3 U.S. (GCEQX), 1/3 Int'l (GCINX); Intermediate-term government bond index funds: 2/3 TIPS (FSIQX, TIP), 1/3 Treasury (FIBIX, GOVT).

honduranhurricane
Posts: 48
Joined: Tue Oct 18, 2016 10:18 pm
Location: boston, ma

Re: 2017 hedge fund contest

Post by honduranhurricane » Fri Dec 30, 2016 4:21 pm

Long: TPX, GOOGL, DIS

Short: SHLD, WFM, HLF

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

ValueInvestor99
Posts: 49
Joined: Thu Dec 23, 2010 2:25 pm

Re: 2017 hedge fund contest

Post by ValueInvestor99 » Fri Dec 30, 2016 6:34 pm

Low PE vs High PE

Long: UTHR GILD DAL

Short: SHLD JCP FSLR

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oldzey
Posts: 741
Joined: Sun Apr 13, 2014 8:38 pm
Location: Land of Lincoln

Re: 2017 hedge fund contest

Post by oldzey » Fri Dec 30, 2016 11:20 pm

0LDZEY'$ 0SAGE 0RANGE FUND ($0.00 FUND)

LONG
OLBK
OSK
ORLY

SHORT
OLN
OSG
ORN

Thanks and Happy New Year! :beer
oldzey
"The broker said the stock was 'poised to move.' Silly me, I thought he meant up." ― Randy Thurman

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k66
Posts: 415
Joined: Sat Oct 27, 2012 1:36 pm

Re: 2017 hedge fund contest

Post by k66 » Fri Dec 30, 2016 11:45 pm

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...
LOSER of the Boglehead Contest 2015 | lang may yer lum reek

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abuss368
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Location: Where the water is warm, the drinks are cold, and I don't know the names of the players!

Re: 2017 hedge fund contest

Post by abuss368 » Fri Dec 30, 2016 11:54 pm

This will be tough. Must think about this some more.
John C. Bogle: "You simply do not need to put your money into 8 different mutual funds!" | | Disclosure: Three Fund Portfolio + U.S. & International REITs

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stickman731
Posts: 248
Joined: Sun Jan 01, 2012 10:42 am
Location: New Jersey

Re: 2017 hedge fund contest

Post by stickman731 » Sat Dec 31, 2016 6:18 am

Sticky Wonder Fund

LONG: OLED, CC, ACET

SHORT: ASH, TSLA

madpunster
Posts: 104
Joined: Sun Nov 02, 2008 12:58 am

Re: 2017 hedge fund contest

Post by madpunster » Sat Dec 31, 2016 11:58 am

New Wrinkles in the Shar-Pei Ratio

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

grok87
Posts: 7594
Joined: Tue Feb 27, 2007 9:00 pm

Re: 2017 hedge fund contest

Post by grok87 » Sat Dec 31, 2016 12:03 pm

abuss368 wrote:This will be tough. Must think about this some more.

+1
"...people always live for ever when there is any annuity to be paid them"- Jane Austen

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LadyGeek
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Re: 2017 hedge fund contest

Post by LadyGeek » Sat Dec 31, 2016 2:05 pm

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
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.

goblue100
Posts: 352
Joined: Sun Dec 01, 2013 10:31 am

Re: 2017 hedge fund contest

Post by goblue100 » Sun Jan 01, 2017 11:32 am

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]
Some people are immune to good advice. - Saul Goodman

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amp
Posts: 149
Joined: Sun May 04, 2008 9:40 am

Re: 2017 hedge fund contest

Post by amp » Sun Jan 01, 2017 12:56 pm

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

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Water
Posts: 8
Joined: Fri Nov 14, 2014 11:24 am
Location: Denver, Colorado

Fortunato and the Amontillado Hedge Fund

Post by Water » Sun Jan 01, 2017 1:33 pm

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.
Last edited by Water on Mon Jan 02, 2017 12:20 am, edited 2 times in total.
You might be probably aware of this, human beings do not always behave in a rational manner. - Water

slapfish
Posts: 26
Joined: Fri Dec 02, 2016 9:50 am

Re: 2017 hedge fund contest

Post by slapfish » Sun Jan 01, 2017 1:41 pm

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

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StormShadow
Posts: 514
Joined: Thu Feb 09, 2012 6:20 pm

Re: 2017 hedge fund contest

Post by StormShadow » Sun Jan 01, 2017 2:38 pm

Monkey Throwing Darts

Long:
Lockheed Martin LMT
Activision Blizzard ATVI
Nvidia NVDA

Short:
Sears SHLD
Whole Foods WFM
General Motors GM

Happy New Year!

Tanelorn
Posts: 1321
Joined: Thu May 01, 2014 9:35 pm

Re: Fortunato and the Amontillado Hedge Fund

Post by Tanelorn » Sun Jan 01, 2017 2:58 pm

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.
Last edited by Tanelorn on Wed Jan 04, 2017 7:13 pm, edited 1 time in total.

corysold
Posts: 616
Joined: Mon Mar 24, 2014 12:58 pm

Re: 2017 hedge fund contest

Post by corysold » Sun Jan 01, 2017 3:36 pm

AMISH MAFIA INVESTMENTS, LLC

Long: ROCK, DOOR, MORE

Short: NEWS, BABY, TRIP

chw
Posts: 329
Joined: Thu May 24, 2012 4:22 pm

Re: 2017 hedge fund contest

Post by chw » Sun Jan 01, 2017 5:20 pm

Piranha Fund

Long:
LC Lending Club

Short:
SHLD. Sears Holdings

inbox788
Posts: 4194
Joined: Thu Mar 15, 2012 5:24 pm

Re: 2017 hedge fund contest

Post by inbox788 » Sun Jan 01, 2017 5:41 pm

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

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camper
Posts: 840
Joined: Thu Dec 04, 2008 11:51 pm
Location: My side of the mountain

Re: 2017 hedge fund contest

Post by camper » Sun Jan 01, 2017 8:35 pm

Death Knell Fund

Short: SHLD
My goal: "One day I might wake up and decide to call in "rich"!" :D ~posted by bhsince87

Bondman
Posts: 24
Joined: Sun May 08, 2016 6:06 pm

Re: 2017 hedge fund contest

Post by Bondman » Sun Jan 01, 2017 9:18 pm

Anti- /r/Investing Fund

LONG
-
-
-

SHORT
$TSLA
$NVDA
-

renter
Posts: 320
Joined: Sat Aug 23, 2008 2:14 pm

Re: 2017 hedge fund contest

Post by renter » Sun Jan 01, 2017 9:27 pm

Long WMB
Short STZ


Eduard Gones Fund

snottypie
Posts: 5
Joined: Sat Dec 31, 2016 1:55 am

Re: 2017 hedge fund contest

Post by snottypie » Sun Jan 01, 2017 10:09 pm

Snotty's Slice 'O Pie

Long:
TSLA (Tesla)
CMG (Chipotle)

Short:
M (Macy's)
JCP (JC Penney)
SHLD (Sears)
Last edited by snottypie on Sun Jan 01, 2017 10:21 pm, edited 1 time in total.

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cowboy
Posts: 57
Joined: Mon Aug 19, 2013 7:13 pm

Re: 2017 hedge fund contest

Post by cowboy » Sun Jan 01, 2017 10:10 pm

Lord of the Ringers Fund

Long:
GILD
GME
MSGN

Short:
CUTR
CYTK
NL

analogsavior
Posts: 26
Joined: Thu May 19, 2016 3:22 pm

Re: 2017 hedge fund contest

Post by analogsavior » Mon Jan 02, 2017 1:13 am

Regalia Absolute Equity

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

SHORT
SHLD - Sears Holdings Corp
GME - GameStop Corp

Grt2bOutdoors
Posts: 17254
Joined: Thu Apr 05, 2007 8:20 pm
Location: New York

Re: 2017 hedge fund contest

Post by Grt2bOutdoors » Mon Jan 02, 2017 1:14 am

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
Last edited by Grt2bOutdoors on Fri Jan 06, 2017 3:38 pm, edited 2 times in total.
"One should invest based on their need, ability and willingness to take risk - Larry Swedroe" Asking Portfolio Questions

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whodidntante
Posts: 2321
Joined: Thu Jan 21, 2016 11:11 pm

Re: 2017 hedge fund contest

Post by whodidntante » Mon Jan 02, 2017 1:32 am

The Poopman Fund

Long: CMG
Short: TLT

HurdyGurdy
Posts: 1166
Joined: Wed May 09, 2012 10:21 pm

Re: 2017 hedge fund contest

Post by HurdyGurdy » Mon Jan 02, 2017 1:59 am

"Make those yachts great again"

Long: TWTR, TACO, HLT

Short: BBBY, RAI

Tanelorn
Posts: 1321
Joined: Thu May 01, 2014 9:35 pm

Re: 2017 hedge fund contest

Post by Tanelorn » Mon Jan 02, 2017 2:02 am

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.

Minty
Posts: 103
Joined: Sun Mar 24, 2013 3:19 pm

Re: 2017 hedge fund contest

Post by Minty » Mon Jan 02, 2017 2:04 am

Name: Uno Simian

Long: SCOR, CMTL, CAG

Short: MXL, MXWL, MBFI
Core Four with nominal bonds and TIPS.

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celia
Posts: 7168
Joined: Sun Mar 09, 2008 6:32 am
Location: SoCal

Re: 2017 hedge fund contest

Post by celia » Mon Jan 02, 2017 2:14 am

Dinner's Ready!

LONG
HABT Habit Restaurants
NSRGY Nestle CMG Chipotle (since Nestle isn't eligible)
K Kellogg
Last edited by celia on Tue Jan 03, 2017 6:03 pm, edited 1 time in total.
A dollar in Roth is worth more than a dollar in a taxable account. A dollar in taxable is worth more than a dollar in a tax-deferred account.

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hornet96
Posts: 399
Joined: Sun Nov 25, 2012 6:45 pm

Re: 2017 hedge fund contest

Post by hornet96 » Mon Jan 02, 2017 10:07 am

Entries to come....placeholder to come back and edit prior to the deadline.

Moolala
Posts: 39
Joined: Fri May 27, 2016 11:25 pm

Re: 2017 hedge fund contest

Post by Moolala » Mon Jan 02, 2017 10:46 am

Short: JWN, VSI, XRX

Long: PZZA, DIS, HSY

Grt2bOutdoors
Posts: 17254
Joined: Thu Apr 05, 2007 8:20 pm
Location: New York

Re: 2017 hedge fund contest

Post by Grt2bOutdoors » Mon Jan 02, 2017 11:29 am

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

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LadyGeek
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Posts: 41611
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Contact:

Re: 2017 hedge fund contest

Post by LadyGeek » Mon Jan 02, 2017 12:50 pm

Name: Ladies First

We believe that everyone should be First.

Long:

BLDR - Builders FirstSource, Inc.

Short:

FSLR - First Solar, Inc.
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.

jdb
Posts: 1242
Joined: Wed Dec 05, 2012 8:21 pm

Re: 2017 hedge fund contest

Post by jdb » Mon Jan 02, 2017 1:10 pm

The Unpresidented Opportunity Fund a/k/a I Prefer Intelligence of the Artificial Kind.

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

GoldenFinch
Posts: 1388
Joined: Mon Nov 10, 2014 11:34 pm

Re: 2017 hedge fund contest

Post by GoldenFinch » Mon Jan 02, 2017 10:32 pm

Commonwealth of Buckaroo Dough Holdings

Going L O N G on Sarepta Theraputics SRPT
:sharebeer

henry A
Posts: 36
Joined: Mon Feb 04, 2013 9:37 am

Re: 2017 hedge fund contest

Post by henry A » Tue Jan 03, 2017 6:17 am

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

DCA
Posts: 4
Joined: Tue Oct 20, 2015 8:34 pm

Re: 2017 hedge fund contest

Post by DCA » Tue Jan 03, 2017 3:04 pm

Pickle Under Barnyard Fund
Short
INO
IDXX

Long
THFF
CINF

wsgosset
Posts: 6
Joined: Tue Jan 03, 2017 1:02 pm

Re: 2017 hedge fund contest

Post by wsgosset » Tue Jan 03, 2017 3:47 pm

The Stochastic Capital Fund (RUNIF) uses a proprietary long-only sampling strategy. Our picks for this year are GUID, MDCA, and ROP, all long.

nmanieri
Posts: 34
Joined: Wed May 22, 2013 7:39 pm

Re: 2017 hedge fund contest

Post by nmanieri » Tue Jan 03, 2017 4:26 pm

Opulent Hammer Fund- For building your lavish yacht and extravagant mansion

Long:
INFI
UA
MRK

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dougger5
Posts: 216
Joined: Fri Nov 27, 2015 11:58 am
Location: Not far from Malvern

Re: 2017 hedge fund contest

Post by dougger5 » Tue Jan 03, 2017 8:03 pm

Middle Branch Multiflora Rose Capital Thorn Fund
The market goes up, the market goes down, but Rosa Multiflora grows on. Trust The Bramble®

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

SHORT
RHT - Red Hat Software
SCAI - Surgical Care Affiliates
"I've been ionized, but I'm okay now." -Buckaroo Banzai

Daryl
Posts: 355
Joined: Thu May 22, 2008 9:34 am
Location: Malvern, PA (I like to sleep near my money!)

Re: 2017 hedge fund contest

Post by Daryl » Tue Jan 03, 2017 8:49 pm

Deleted. I'll participate next year.
Last edited by Daryl on Fri Jan 06, 2017 5:49 am, edited 1 time in total.

veggivet
Posts: 217
Joined: Sun Jan 25, 2015 1:07 pm
Location: New England

Re: 2017 hedge fund contest

Post by veggivet » Wed Jan 04, 2017 9:26 am

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
Last edited by veggivet on Fri Jan 06, 2017 4:03 pm, edited 1 time in total.

Wolfpacker
Posts: 17
Joined: Thu Dec 15, 2016 10:33 am

Re: 2017 hedge fund contest

Post by Wolfpacker » Wed Jan 04, 2017 9:28 am

California Penal Fund 8-)
Long: NEM
Short: SHLD
Last edited by Wolfpacker on Wed Jan 04, 2017 12:48 pm, edited 1 time in total.

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