2023 Hedge Fund contest

Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Weathering
Posts: 795
Joined: Sun Oct 15, 2017 4:20 pm

Re: 2023 Hedge Fund contest

Post by Weathering »

Weather Inside Fund (WIF)

Long:
MU, EPD, GE

Short:
VNO, KSS, HD
zanerta
Posts: 3
Joined: Fri Jul 10, 2020 6:51 pm

Re: 2023 Hedge Fund contest

Post by zanerta »

Sarlacc Money Pit

Long:
WFC, LUV, COST

Short:
X, SBUX, GME
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Drew31
Posts: 736
Joined: Mon Oct 22, 2012 1:18 pm

Re: 2023 Hedge Fund contest

Post by Drew31 »

Irrational Exuberance

Long: ENPH, META, BABA

SHORT: TSLA, AFRM
User avatar
9Iron
Posts: 339
Joined: Fri Feb 23, 2007 5:41 pm
Location: South Florida

Re: 2023 Hedge Fund contest

Post by 9Iron »

Randolph Mortimer Venture Fund


Long:

C - Citigroup
Goog - Alphabet
TSLA - Tesla


Short:

CVNA - Carvana
KMX - Carmax
NKLA - Nikola
itsmeagain
Posts: 224
Joined: Sat Jan 09, 2016 6:24 pm

Re: 2023 Hedge Fund contest

Post by itsmeagain »

Goldberg Variations

Long: NEM
Ms434343
Posts: 11
Joined: Sat Jul 31, 2021 7:35 pm

Re: 2023 Hedge Fund contest

Post by Ms434343 »

“Too long to handle, too short to hold”

Long
-
DIS
GOOG
TSM

Short
-
KMX
KSS
W
Robin1234
Posts: 167
Joined: Mon Sep 11, 2017 11:23 am

Re: 2023 Hedge Fund contest

Post by Robin1234 »

"Copycat from Dataroma.com"

Long: V, MA, BAC
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Lawrence of Suburbia
Posts: 691
Joined: Mon Aug 08, 2022 12:04 pm

Re: 2023 Hedge Fund contest

Post by Lawrence of Suburbia »

Beensabu wrote: Mon Jan 02, 2023 5:34 pm Never Gonna Give You Up

Long:

RICK
ROLL
I looked those tickers up on Zack's -- you've actually got something there!
Last edited by Lawrence of Suburbia on Thu Jan 05, 2023 3:03 am, edited 4 times in total.
74% VTHRX/8% DODWX/12% TIAA Traditional/6% SWVXX
User avatar
Lawrence of Suburbia
Posts: 691
Joined: Mon Aug 08, 2022 12:04 pm

Re: 2023 Hedge Fund contest

Post by Lawrence of Suburbia »

Monkeys & Darts Fund, LLC
Nassau, Bahamas

Long -- MSTR

Short -- XOM

This explains everything.
https://youtu.be/o-YBDTqX_ZU
74% VTHRX/8% DODWX/12% TIAA Traditional/6% SWVXX
Mainlandjones
Posts: 79
Joined: Wed May 11, 2016 6:10 am

Re: 2023 Hedge Fund contest

Post by Mainlandjones »

The Bay of Fundy Fund

Long
XOM
AAPL
QCOM

Short
TSLA
Last edited by Mainlandjones on Thu Jan 05, 2023 8:28 pm, edited 1 time in total.
GibsonL6s
Posts: 571
Joined: Tue Aug 29, 2017 12:17 pm

Re: 2023 Hedge Fund contest

Post by GibsonL6s »

Fees R Us Wealth Management

Long

BA
JPM
JNJ

Short

BBBY
META
User avatar
imak
Posts: 212
Joined: Fri Mar 22, 2019 5:18 pm
Location: Austin, TX

Re: 2023 Hedge Fund contest

Post by imak »

Ted & Todd capital

Long:
BRK.B
"Take a simple idea and take it seriously" ~ Charlie Munger
GoldenFinch
Posts: 2728
Joined: Mon Nov 10, 2014 10:34 pm

Re: 2023 Hedge Fund contest

Post by GoldenFinch »

Commonwealth of Buckaroo Dough Holdings

Loooooooong SRPT: Sarepta Theraputics
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Beensabu
Posts: 5657
Joined: Sun Aug 14, 2016 3:22 pm

Re: 2023 Hedge Fund contest

Post by Beensabu »

Lawrence of Suburbia wrote: Thu Jan 05, 2023 2:43 am
Beensabu wrote: Mon Jan 02, 2023 5:34 pm Never Gonna Give You Up

Long:

RICK
ROLL
I looked those tickers up on Zack's -- you've actually got something there!
They'll have to pry widgets and strip clubs out of civilization's cold dead hands. :twisted:
"The only thing that makes life possible is permanent, intolerable uncertainty; not knowing what comes next." ~Ursula LeGuin
aristotelian
Posts: 12277
Joined: Wed Jan 11, 2017 7:05 pm

Re: 2023 Hedge Fund contest

Post by aristotelian »

Positions: Long AVAV

Following our successful prediction of a 2022 bear market, analysts for the fund formerly known as Up In Smoke predict sentiment will shift to capitalize on low valuations as interest rates stabilize and stocks recover in 2023. Even if the global economy encounters a mild recession, we forecast stock prices rising as market participants seek to get back in ahead of the recovery.

[Political comment and fund name removed. Moderator Pops1860]
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LadyGeek
Site Admin
Posts: 95695
Joined: Sat Dec 20, 2008 4:34 pm
Location: Philadelphia
Contact:

Re: 2023 Hedge Fund contest

Post by LadyGeek »

aristotelian - Please submit a fund name that's different than was there before. You'll need to make a new post for that.
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.
ThreeFundie
Posts: 35
Joined: Sat Sep 04, 2021 3:42 pm

Re: 2023 Hedge Fund contest

Post by ThreeFundie »

ThreeFundie's "Unadulterated Hubris Leading to Bankruptcy and Repossession of Lamborghini" Fund

Long: GOOG, COIN, COF
Short: CRM, LLY, O
60% VTSAX, 30% VTIAX, 10% VBTLX/G fund
aristotelian
Posts: 12277
Joined: Wed Jan 11, 2017 7:05 pm

Re: 2023 Hedge Fund contest

Post by aristotelian »

LadyGeek wrote: Fri Jan 06, 2023 1:12 pm aristotelian - Please submit a fund name that's different than was there before. You'll need to make a new post for that.
Fund Name: Redacted
Positions: Long AVAV
investorpeter
Posts: 609
Joined: Sun Jul 31, 2016 5:46 pm

Re: 2023 Hedge Fund contest

Post by investorpeter »

Same Old Fund Again:
Long: TSLA, NVDA
impatientInv
Posts: 349
Joined: Fri Sep 03, 2021 1:26 pm

Re: 2023 Hedge Fund contest

Post by impatientInv »

impatientInv wrote: Mon Jan 02, 2023 2:23 pm Hedge fund name: Plug-In Hybrids, NOT EVs

SHORT:
RIVN
LCID
TSLA

Shorting EV stock worked last year, so continuing.. Switching from bad EV companies(NKLA, GOEV. FUV), to good EV companies(RIVN, LCID, TSLA).. Didn't expect them to drop 69%-84% in 2022, but can they drop further?

Changing to just two stocks short.

Hedge fund name: Plug-In Hybrids, NOT EVs

SHORT:
RIVN
LCID
=========

Don't think Tesla will drop more than 50% but who knows. Much of the bad news was out this week.
No individual stocks.
gtrplayer
Posts: 860
Joined: Sat Dec 08, 2018 3:13 pm

Re: 2023 Hedge Fund contest

Post by gtrplayer »

Small Town fund

Long
Casey’s CASY
Dollar General DG
Dollar Tree DLTR

Short
Tesla TSLA
Meta META
Amazon AMZN
goodLife
Posts: 40
Joined: Sun Dec 11, 2022 8:39 pm

Re: 2023 Hedge Fund contest

Post by goodLife »

Hedge Fund Name: Crystal Ball Investments
Long: CVNA
Short: AMZN
Mudpuppy
Posts: 7409
Joined: Sat Aug 27, 2011 2:26 am
Location: Sunny California

Re: 2023 Hedge Fund contest

Post by Mudpuppy »

Fund: It's not just bed, it's not just bath, it's BEYOND!

Short:
BBBY Bed Bath Beyond

I can't recall what TV show had this quote decades ago, but it always runs through my mind when I see any store or article about them.
Columbia85
Posts: 28
Joined: Wed Jan 16, 2019 6:12 pm

Re: 2023 Hedge Fund contest

Post by Columbia85 »

[deleted]
Last edited by Columbia85 on Sat Jan 07, 2023 5:36 pm, edited 1 time in total.
Columbia85
Posts: 28
Joined: Wed Jan 16, 2019 6:12 pm

Re: 2023 Hedge Fund contest

Post by Columbia85 »

Edited to drop non U.S. company (BP) and add another long

Fund: The Uithuizermeeden Group

Long: BRK.B GE AMZN

Short: NKLA
Last edited by Columbia85 on Sat Jan 07, 2023 7:32 pm, edited 1 time in total.
trueblueky
Posts: 2365
Joined: Tue May 27, 2014 3:50 pm

Re: 2023 Hedge Fund contest

Post by trueblueky »

MoFoMe Hedge Fund
Short NCLH

The growing omicron wave in Chinese makes this the year one of the cruise lines sink. We're betting on Norwegian.
alex123711
Posts: 429
Joined: Sun May 20, 2018 5:01 am

Re: 2023 Hedge Fund contest

Post by alex123711 »

Value Investors Cloning

Long: Smith and Wesson (SWBI), Seritage Growth Properties (SRG), Lionsgate (LGF.A)
Last edited by alex123711 on Sun Jan 08, 2023 2:24 am, edited 1 time in total.
Topic Author
Tanelorn
Posts: 2370
Joined: Thu May 01, 2014 9:35 pm

Re: 2023 Hedge Fund contest

Post by Tanelorn »

renter wrote: Mon Jan 02, 2023 1:16 am Fund: Gimme Capital

Long:
EMBK

Short:
MACK
Neither of these stocks is in Russell 3000. Please edit you post or make different selections, and see OP for the link to make sure your stock is eligible.
Topic Author
Tanelorn
Posts: 2370
Joined: Thu May 01, 2014 9:35 pm

Re: 2023 Hedge Fund contest

Post by Tanelorn »

Raraculus wrote: Mon Jan 02, 2023 12:29 pm Face Plant Fund

Longs:
ADBE
GNRC
URBN

Shorts:
BYND - I picked this stock last year in the 2022 Hedge Fund Contest. I still think it'll tank even more.
OTLY
ELF
OTLY isn't in the Russell 3000. Feel free to choose another short stock pick, or you can leave that one blank if you prefer. See OP for the link to make sure your stock is eligible.
Mudpuppy
Posts: 7409
Joined: Sat Aug 27, 2011 2:26 am
Location: Sunny California

Re: 2023 Hedge Fund contest

Post by Mudpuppy »

Columbia85 wrote: Sat Jan 07, 2023 5:58 am CORRECTION: PLEASE USE THIS INSTEAD OF PREVIOUS POST. Draft posted in error. Thanks!
FYI, you can use the Edit button on the previous post to delete the contents. Some will replace the contents with [deleted] just to make it clear it was intentional.
jmg229
Posts: 373
Joined: Mon Jan 31, 2011 12:21 pm

Re: 2023 Hedge Fund contest

Post by jmg229 »

BravoPPHoldings

Long
GOOGL
COST
KR

Short
HD
KMX
LVS
Topic Author
Tanelorn
Posts: 2370
Joined: Thu May 01, 2014 9:35 pm

Re: 2023 Hedge Fund contest

Post by Tanelorn »

zhiwiller wrote: Tue Jan 03, 2023 3:20 pm Desultory Cyclicals

Long: LUV
Short: DWAC, TSLA, GME
DWAC is a SPAC, not yet a company, so it is not included in Russell 3000. Feel free to pick a different short if you wish to replace it. See OP for the link to make sure your stock is eligible.
Columbia85
Posts: 28
Joined: Wed Jan 16, 2019 6:12 pm

Re: 2023 Hedge Fund contest

Post by Columbia85 »

Mudpuppy Thanks for reminder about edit button. Deleted the incorrect post.
Topic Author
Tanelorn
Posts: 2370
Joined: Thu May 01, 2014 9:35 pm

Re: 2023 Hedge Fund contest

Post by Tanelorn »

bovineplane wrote: Wed Jan 04, 2023 1:06 pm Prestige Worldwide

Long
Iti - iteris
Srpt - Sarepta
ITI is not in the Russell 3000. Feel free to replace it with another long, or leave it out as you prefer. See OP for the link to make sure your stock is eligible.
Topic Author
Tanelorn
Posts: 2370
Joined: Thu May 01, 2014 9:35 pm

Re: 2023 Hedge Fund contest

Post by Tanelorn »

Weathering wrote: Wed Jan 04, 2023 5:43 pm Weather Inside Fund (WIF)

Long:
MU, EPD, GE

Short:
VNO, KSS, HD
EPD, Enterprise Products Partners, is a traded partnership, not a stock, and hence is not in Russell 3000. Feel free to replace it with another long, or leave it out as you prefer. See OP for the link to make sure your stock is eligible.
Topic Author
Tanelorn
Posts: 2370
Joined: Thu May 01, 2014 9:35 pm

Re: 2023 Hedge Fund contest

Post by Tanelorn »

Drew31 wrote: Wed Jan 04, 2023 6:35 pm Irrational Exuberance

Long: ENPH, META, BABA

SHORT: TSLA, AFRM
BABA is a foreign company and hence is not in the Russell 3000. Feel free to replace it with another long, or leave it out as you prefer. See OP for the link to make sure your stock is eligible.
Weathering
Posts: 795
Joined: Sun Oct 15, 2017 4:20 pm

Re: 2023 Hedge Fund contest

Post by Weathering »

Tanelorn wrote: Sat Jan 07, 2023 6:23 pm
Weathering wrote: Wed Jan 04, 2023 5:43 pm Weather Inside Fund (WIF)

Long:
MU, EPD, GE

Short:
VNO, KSS, HD
EPD, Enterprise Products Partners, is a traded partnership, not a stock, and hence is not in Russell 3000. Feel free to replace it with another long, or leave it out as you prefer. See OP for the link to make sure your stock is eligible.

Long: MU, F, GE
Short: VNO, KSS, HD
Topic Author
Tanelorn
Posts: 2370
Joined: Thu May 01, 2014 9:35 pm

Re: 2023 Hedge Fund contest

Post by Tanelorn »

Ms434343 wrote: Wed Jan 04, 2023 10:59 pm “Too long to handle, too short to hold”

Long
-
DIS
GOOG
TSM

Short
-
KMX
KSS
W
TSM, Taiwan Semiconductor, is a foreign company and is not in Russell 3000. Feel free to replace it with another long, or leave it out as you prefer. See OP for the link to make sure your stock is eligible.
Topic Author
Tanelorn
Posts: 2370
Joined: Thu May 01, 2014 9:35 pm

Re: 2023 Hedge Fund contest

Post by Tanelorn »

Columbia85 wrote: Sat Jan 07, 2023 5:58 am CORRECTION: PLEASE USE THIS INSTEAD OF PREVIOUS POST. Draft posted in error. Thanks!

Fund: The Uithuizermeeden Group

Long: BRK.B GE BP

Short: NKLA
BP, previously British Petroleum, is foreign based and hence not in the Russell 3000. Feel free to replace it with another long, or leave it out as you prefer. See OP for the link to make sure your stock is eligible.
Topic Author
Tanelorn
Posts: 2370
Joined: Thu May 01, 2014 9:35 pm

Re: 2023 Hedge Fund contest

Post by Tanelorn »

alex123711 wrote: Sat Jan 07, 2023 7:22 am Value Investors Cloning

Long: Adams Energy and Resources (AE), Smith and Wesson (SWBI)
AE is too small and is not in the Russell 3000. Feel free to replace it with another long, or leave it out as you prefer. See OP for the link to make sure your stock is eligible.
User avatar
sedaliachris
Posts: 12
Joined: Fri Dec 02, 2022 6:34 pm

Re: 2023 Hedge Fund contest

Post by sedaliachris »

Fund: IDriveFerraris

Long: CPRX SMCI
alex123711
Posts: 429
Joined: Sun May 20, 2018 5:01 am

Re: 2023 Hedge Fund contest

Post by alex123711 »

Tanelorn wrote: Sat Jan 07, 2023 6:44 pm
alex123711 wrote: Sat Jan 07, 2023 7:22 am Value Investors Cloning

Long: Adams Energy and Resources (AE), Smith and Wesson (SWBI)
AE is too small and is not in the Russell 3000. Feel free to replace it with another long, or leave it out as you prefer. See OP for the link to make sure your stock is eligible.
Thanks, updated
alex123711
Posts: 429
Joined: Sun May 20, 2018 5:01 am

Re: 2023 Hedge Fund contest

Post by alex123711 »

alex123711 wrote: Sun Jan 08, 2023 2:26 am
Tanelorn wrote: Sat Jan 07, 2023 6:44 pm
alex123711 wrote: Sat Jan 07, 2023 7:22 am Value Investors Cloning

Long: Adams Energy and Resources (AE), Smith and Wesson (SWBI)
AE is too small and is not in the Russell 3000. Feel free to replace it with another long, or leave it out as you prefer. See OP for the link to make sure your stock is eligible.
Thanks, updated:

Value Investors Cloning

Long: Smith and Wesson (SWBI), Seritage Growth Properties (SRG), Lionsgate (LGF.A)
grok87
Posts: 10512
Joined: Tue Feb 27, 2007 8:00 pm

Re: 2023 Hedge Fund contest

Post by grok87 »

Happy 2023 to everyone!

To celebrate the new '23 year, Consternatio Partners is reopening to new investors for a very short time! Based on our top quintile, market beating 2022 return of 27% we anticipate filling up very soon! So get those orders in ASAP and we will do our best to get you the allocation you desire! (Note our fees this year will be 2.3% and 23%)

Longs
DCPH
DNOW
ADM

Shorts
ARR
IVR
AOMR

cheers,
grok
RIP Mr. Bogle.
User avatar
Drew31
Posts: 736
Joined: Mon Oct 22, 2012 1:18 pm

Re: 2023 Hedge Fund contest

Post by Drew31 »

Tanelorn wrote: Sat Jan 07, 2023 6:26 pm
Drew31 wrote: Wed Jan 04, 2023 6:35 pm Irrational Exuberance

Long: ENPH, META, BABA

SHORT: TSLA, AFRM
BABA is a foreign company and hence is not in the Russell 3000. Feel free to replace it with another long, or leave it out as you prefer. See OP for the link to make sure your stock is eligible.
Apologies for missing the rule. You can leave it out
2cents2
Posts: 648
Joined: Sun Mar 02, 2014 10:31 am

Re: 2023 Hedge Fund contest

Post by 2cents2 »

Dee Disciples, LLC

Long
D
DIS
DAWN

Short
DFIN
DASH
DLTR
User avatar
Raraculus
Posts: 339
Joined: Sat Jul 20, 2019 10:43 am

Re: 2023 Hedge Fund contest

Post by Raraculus »

Tanelorn wrote: Sat Jan 07, 2023 3:37 pm
Raraculus wrote: Mon Jan 02, 2023 12:29 pm Face Plant Fund

Longs:
ADBE
GNRC
URBN

Shorts:
BYND - I picked this stock last year in the 2022 Hedge Fund Contest. I still think it'll tank even more.
OTLY
ELF
OTLY isn't in the Russell 3000. Feel free to choose another short stock pick, or you can leave that one blank if you prefer. See OP for the link to make sure your stock is eligible.
FLO - Flowers Food
madpunster
Posts: 137
Joined: Sun Nov 02, 2008 12:58 am

Re: 2023 Hedge Fund contest

Post by madpunster »

LIFO the party

Longs: TH, STNG, RXDX
Shorts: CVNA, TIL, STRC
Topic Author
Tanelorn
Posts: 2370
Joined: Thu May 01, 2014 9:35 pm

Re: 2023 Hedge Fund contest

Post by Tanelorn »

If you're thinking of entering the contest, today is the last full day to do so, although entries will still be accepted until 4pm ET tomorrow, Monday 1/9. Don't miss out!

Thank you for everyone who made their corrections or changes.
User avatar
LadyGeek
Site Admin
Posts: 95695
Joined: Sat Dec 20, 2008 4:34 pm
Location: Philadelphia
Contact:

Re: 2023 Hedge Fund contest

Post by LadyGeek »

For those who might feel that this is too complicated, it's not. Repeating my post from the first page.
LadyGeek wrote: Tue Jan 03, 2023 4:19 pm The 2023 contest has been added to the wiki: Bogleheads® contests

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" selection.
  • You can pick a single stock (long or short).
  • Pick a fancy name for your fund.
- Real-time performance of the stocks within the Russell 3000 index can be found here: Russell 3000 Index Chart, Components, Prices - Barchart.com Go to the Russell 3000 components section. Select an entry from the drop-down list. Click on the column heading to sort by that heading.

If you select a stock from this site, double-check it against the "official" contest list in the first post of this thread.

- 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.
Even easier - Pick up to 6 stocks from Russell 3000 List - 2022.

- Choose a name for your fund.

- Long: Up to 3 stocks you think will gain in value
- Short: Up to 3 stocks you think will drop in value
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.
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