2022 Hedge Fund contest
Re: 2022 Hedge Fund contest
Fund: AmMichaelSaylor
LONG: MSTR
LONG: MSTR
Last edited by danbdzs on Thu Jan 06, 2022 12:47 pm, edited 1 time in total.
Re: 2022 Hedge Fund contest
META is an ETF and is not eligible for this contest.
Financial decisions based on emotion often turn out to be bad decisions.
- AnnetteLouisan
- Posts: 7261
- Joined: Sat Sep 18, 2021 10:16 pm
- Location: New York, NY
Re: 2022 Hedge Fund contest
We don’t actually have to buy the stocks to enter this, right? We can just make predictions for purposes of the contest?
Re: 2022 Hedge Fund contest
Correct. Just for funziesAnnetteLouisan wrote: ↑Thu Jan 06, 2022 12:25 pm We don’t actually have to buy the stocks to enter this, right? We can just make predictions for purposes of the contest?
"I've been ionized, but I'm okay now." -Buckaroo Banzai
- AerialWombat
- Posts: 3106
- Joined: Tue May 29, 2018 1:07 pm
- Location: Cashtown, Cashylvania
Re: 2022 Hedge Fund contest
Fund: Luddite Lake Ventures
Long: EXC, NRG, NLY
Short: AAPL, FB, TSLA
Long: EXC, NRG, NLY
Short: AAPL, FB, TSLA
Last edited by AerialWombat on Sat Jan 08, 2022 6:56 pm, edited 1 time in total.
This post is a work of fiction. Any similarity to real financial advice is purely coincidental.
- JamalJones
- Posts: 247
- Joined: Sat May 28, 2016 12:53 pm
- Location: Virgo Super Cluster
Re: 2022 Hedge Fund contest
.
Name: SOOCmpt Random Securities Limited
Long:
CIX
HAIN
SLDB
Short:
WYNN
VUZI
AMWD
Name: SOOCmpt Random Securities Limited
Long:
CIX
HAIN
SLDB
Short:
WYNN
VUZI
AMWD
TSP + Vanguard + Fidelity CMA: 80% equities / 20% bonds | "I don't shine shoes, I don’t tape ankles, I don't cut checks - straight cash homie!!" --R. Moss | Winner 2021 Hedge Fund Contest
-
- Posts: 2728
- Joined: Mon Nov 10, 2014 10:34 pm
Re: 2022 Hedge Fund contest
Commonwealth of Buckaroo Dough Holdings:
Loooooonnngg FATE (Fate Theraputics)
Expecting a banner year.
Loooooonnngg FATE (Fate Theraputics)
Expecting a banner year.
Re: 2022 Hedge Fund contest
Fund name: Digging a Hole to the Moon
Long:
CDE
CNX
Short:
PLTK
RXT
Long:
CDE
CNX
Short:
PLTK
RXT
- Didymograptus
- Posts: 83
- Joined: Mon Nov 06, 2017 7:18 pm
Re: 2022 Hedge Fund contest
Fund: Privet Hedge Fund
LONG: BMEA - Biomea Fusion
SHORT: CDE - Coeur Mining
LONG: BMEA - Biomea Fusion
SHORT: CDE - Coeur Mining
The best things in life aren't things
Re: 2022 Hedge Fund contest
Cash Cow Fund
Long:
PHM,
C,
EOG
What do you mean by “dividends are not counted”?
Long:
PHM,
C,
EOG
What do you mean by “dividends are not counted”?
Last edited by gougou on Sat Jan 08, 2022 1:24 pm, edited 2 times in total.
The sillier the market’s behavior, the greater the opportunity for the business like investor.
-
- Posts: 978
- Joined: Tue Dec 15, 2020 10:59 am
Re: 2022 Hedge Fund contest
Gloom and Doom Associates
Long: KHC, VZ
Short: TSLA
Long: KHC, VZ
Short: TSLA
Re: 2022 Hedge Fund contest
Fund Name: The Bullwinkle Fund
Long: PLUG
Long: PLUG
Re: 2022 Hedge Fund contest
Dartboard Advisors
Long:
TVTY
NATR
RIGL
Short:
LSF
GSBC
PETS
Long:
TVTY
NATR
RIGL
Short:
LSF
GSBC
PETS
-
- Posts: 173
- Joined: Tue Oct 18, 2016 10:18 pm
- Location: boston, ma
Re: 2022 Hedge Fund contest
Gandalf or Gollum
Long: Boeing (BA), Spirit AeroSystems (SPR) and General Electric (GE)
Short: none
Long: Boeing (BA), Spirit AeroSystems (SPR) and General Electric (GE)
Short: none
Re: 2022 Hedge Fund contest
Having finished 84th out of 89 entries in 2021, I've got some work to do to retain my 5-star Morningstar rating.
I hereby rename my fund the Anti-Momentum Fund, to outrun the bad publicity from my 2021 results. I will go long on the three worst-performing stocks in the S&P500 in 2021, and short the three best-performing stocks of the same index.
May the best dart-throwing monkey win.
Long A: LVS
Long B: GPN
Long C: PENN
Short A: DVN
Short B: MRO
Short C: FTNT
I hereby rename my fund the Anti-Momentum Fund, to outrun the bad publicity from my 2021 results. I will go long on the three worst-performing stocks in the S&P500 in 2021, and short the three best-performing stocks of the same index.
May the best dart-throwing monkey win.
Long A: LVS
Long B: GPN
Long C: PENN
Short A: DVN
Short B: MRO
Short C: FTNT
merely an interested amateur
Re: 2022 Hedge Fund contest
I nominate Smith & Wesson Brands INC $SWBI.
The cheapest "old economy" US stock as far as I can tell.
Amateur Self-Taught Senior Macro Strategist
Re: 2022 Hedge Fund contest
Chewy Inc (CHWY) isn't in the Russell 3000. I was a bit surprised but I think it may have something to do with their dual share class voting structure.
https://corpgov.law.harvard.edu/2019/06 ... rformance/
In any event, feel free to edit your post and replace that with another short pick if you wish.
Re: 2022 Hedge Fund contest
From Tanelorn's original post, here's the Russell 3000 Index membership list (as of 28 June 2021):
https://content.ftserussell.com/sites/d ... 210628.pdf
Use the "Find on Page" or equivalent browser tool to see if your choices are in the list.
https://content.ftserussell.com/sites/d ... 210628.pdf
Use the "Find on Page" or equivalent browser tool to see if your choices are in the list.
Last edited by Raymond on Sat Jan 08, 2022 1:07 pm, edited 1 time in total.
"Ritter, Tod und Teufel"
Re: 2022 Hedge Fund contest
Roblox (RBLX) isn't in the Russell 3000, I think due to their class B 20x voting shares. Feel free to pick a different short pick if you wish. Here's more on why index funds are no longer allowing many of these tech companies that offer only trivial voting rights to the public shareholders.
https://corpgov.law.harvard.edu/2017/08 ... ss-shares/
Re: 2022 Hedge Fund contest
thank you Tanelorn for doing this. You have the patience of a saint!
RIP Mr. Bogle.
Re: 2022 Hedge Fund contest
for META, did you mean the company-formerly-known-as-Facebook (FB)? the stock ticker META is actually an ETF, and not eligible. Let me know or edit your post for a different short pick.AerialWombat wrote: ↑Thu Jan 06, 2022 1:14 pm Fund: Luddite Lake Ventures
Long: EXC, NRG, NLY
Short: AAPL, META, TSLA
Re: 2022 Hedge Fund contest
The returns for the contest are based on the opening and closing prices, which do not include any dividends that might have been paid. Keeping track of dividends is a lot of trouble and the free websites' data are often unreliable (I have enough trouble hassling my brokers for real dividends I should have been paid but wasn't; happens more than you might think). So sadly, your returns won't reflect any dividends paid, but if the stock price appreciates anyway, you'll see that in your contest performance.
Re: 2022 Hedge Fund contest
Thanks for the encouragement. Perhaps next year I will emphasize more strongly to participants to make sure you find your stock in the Russell 3000 List before posting your fund. I mean, it's good to have more people playing, but it would be better if they followed the rules a bit more often .
Re: 2022 Hedge Fund contest
Today I learned something new! Thank you, TanelornTanelorn wrote: ↑Sat Jan 08, 2022 8:47 amChewy Inc (CHWY) isn't in the Russell 3000. I was a bit surprised but I think it may have something to do with their dual share class voting structure.
https://corpgov.law.harvard.edu/2019/06 ... rformance/
In any event, feel free to edit your post and replace that with another short pick if you wish.
Edited my original post to remove Chewy.
-
- Posts: 28
- Joined: Wed Jan 16, 2019 6:12 pm
Re: 2022 Hedge Fund contest
The Uithuizermeeden Group
Long
BRK-B (Berkshire Hathaway Class B)
GE (General Electric)
PFE (Pfizer)
Long
BRK-B (Berkshire Hathaway Class B)
GE (General Electric)
PFE (Pfizer)
Re: 2022 Hedge Fund contest
Cash Cow FundTanelorn wrote: ↑Sat Jan 08, 2022 12:00 pmThe returns for the contest are based on the opening and closing prices, which do not include any dividends that might have been paid. Keeping track of dividends is a lot of trouble and the free websites' data are often unreliable (I have enough trouble hassling my brokers for real dividends I should have been paid but wasn't; happens more than you might think). So sadly, your returns won't reflect any dividends paid, but if the stock price appreciates anyway, you'll see that in your contest performance.
Long:
PHM
C
EOG
The sillier the market’s behavior, the greater the opportunity for the business like investor.
- Portfolio7
- Posts: 1128
- Joined: Tue Aug 02, 2016 3:53 am
Re: 2022 Hedge Fund contest
Golden Bear Crypto Dynamics NFT Hedge Fund
Buys:
FANG Diamondback Energy
TOL Toll Brothers
STLD Steel Dynamics
Shorts:
GME Gamestop
FIS Fidelity National Information Services
W Wayfair
Buys:
FANG Diamondback Energy
TOL Toll Brothers
STLD Steel Dynamics
Shorts:
GME Gamestop
FIS Fidelity National Information Services
W Wayfair
"An investment in knowledge pays the best interest" - Benjamin Franklin
- AerialWombat
- Posts: 3106
- Joined: Tue May 29, 2018 1:07 pm
- Location: Cashtown, Cashylvania
Re: 2022 Hedge Fund contest
Yes, my apologies, I meant Meta as in Facebook.Tanelorn wrote: ↑Sat Jan 08, 2022 11:46 amfor META, did you mean the company-formerly-known-as-Facebook (FB)? the stock ticker META is actually an ETF, and not eligible. Let me know or edit your post for a different short pick.AerialWombat wrote: ↑Thu Jan 06, 2022 1:14 pm Fund: Luddite Lake Ventures
Long: EXC, NRG, NLY
Short: AAPL, META, TSLA
This post is a work of fiction. Any similarity to real financial advice is purely coincidental.
- mokaThought
- Posts: 481
- Joined: Tue Jan 01, 2019 6:57 pm
- Location: Texas
Re: 2022 Hedge Fund contest
The thought had crossed my mind to post the "West-East Fund" where I'd long TSLA, short GE or opposite of whatever you were doing. I suppose there's still time for, "Dig Baby Dig," short MESA?Rick Ferri wrote: ↑Thu Jan 06, 2022 8:57 am
My less than stellar performance in this hedge fund contest is only rivaled by my dismal performance in the stock market contest.
When I was a broker, I had a client who asked me what I thought the stock market was going to do and then did the opposite, and he was usually right. Now you know why I become an early Boglehead.
Rick Ferri
"October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February."
Re: 2022 Hedge Fund contest
Fund Name: The Hinky Pinky Fund
Long
FTNT
Long
FTNT
-
- Posts: 168
- Joined: Mon Apr 26, 2010 12:13 am
Re: 2022 Hedge Fund contest
Name GoldHillAdvantage (from https://www.hedgefundnamegenerator.com)
Long
T (AT&T)
FMCC (Fannie Mae)
BAC (Bank of America)
Short
PINS (Pintrest)
PTON (Pelaton)
Long
T (AT&T)
FMCC (Fannie Mae)
BAC (Bank of America)
Short
PINS (Pintrest)
PTON (Pelaton)
Re: 2022 Hedge Fund contest
Fannie Mae (FMCC) trades over the counter and is not eligible for Russell 3000 or the contest. Feel free to edit your post and pick another long stock instead if you wish.traveling_salesman wrote: ↑Sat Jan 08, 2022 8:04 pm Name GoldHillAdvantage (from https://www.hedgefundnamegenerator.com)
Long
T (AT&T)
FMCC (Fannie Mae)
BAC (Bank of America)
Short
PINS (Pintrest)
PTON (Pelaton)
Re: 2022 Hedge Fund contest
Turnaround Fund
Long:
INTC
TWTR
UPST
Short:
N/A
Long:
INTC
TWTR
UPST
Short:
N/A
A useful razor: anyone asking about speculative strategies on Bogleheads.org has no business using them.
Re: 2022 Hedge Fund contest
Thanks Tanelorn
DAC 1983
Updated list:
Long:
DKNG
MCD
ABT
Short:
SFIX
AMC
DAC 1983
Updated list:
Long:
DKNG
MCD
ABT
Short:
SFIX
AMC
Re: 2022 Hedge Fund contest
An off-topic political post was deleted.
Re: 2022 Hedge Fund contest
Fund: ChindiChor fund
LONG:
AAPL
BRK-B
NVDA
LONG:
AAPL
BRK-B
NVDA
-
- Posts: 6
- Joined: Mon Apr 05, 2021 7:39 am
Re: 2022 Hedge Fund contest
Antimeta Capital
Long
PLAY
OUT
DOOR
Short
FB
TWTR
U
Long
PLAY
OUT
DOOR
Short
FB
TWTR
U
Last edited by LegendaryMeatball on Sun Jan 09, 2022 8:18 pm, edited 2 times in total.
Re: 2022 Hedge Fund contest
SNAP isn't in the Russell 3000 due to a lack of voting rights in the public shares. You can pick another short instead if you wish.LegendaryMeatball wrote: ↑Sun Jan 09, 2022 11:47 am Antimeta Capital
Long
PLAY
OUT
DOOR
Short
FB
TWTR
SNAP
https://corpgov.law.harvard.edu/2017/05 ... on-shares/
Re: 2022 Hedge Fund contest
I see that VTI was the benchmark for the 2021 contest.
Why not use a fund based on the Russell 3000 as the benchmark, as that is the universe we are picking stocks from?
I propose that VTHR be used as the benchmark. It is an investable Vanguard ETF, expense ratio 0.1%.
https://finance.yahoo.com/quote/VTHR?p= ... c=fin-srch
Why not use a fund based on the Russell 3000 as the benchmark, as that is the universe we are picking stocks from?
I propose that VTHR be used as the benchmark. It is an investable Vanguard ETF, expense ratio 0.1%.
https://finance.yahoo.com/quote/VTHR?p= ... c=fin-srch
Financial decisions based on emotion often turn out to be bad decisions.
-
- Posts: 349
- Joined: Fri Sep 03, 2021 1:26 pm
Re: 2022 Hedge Fund contest
Money for nothing and Shorts for Free
Short
NIO
XPEV
BEKE
Short
NIO
XPEV
BEKE
No individual stocks.
Re: 2022 Hedge Fund contest
Sound Of Music Appreciation Fund
Long:
Gibraltar Industries (ROCK)
RBC Bearings (ROLL)
Jazz Pharma (JAZZ)
Short:
Virgin Galactic Holdings (SPCE)
Peloton Interactive (PTON)
Nikola Corp (NKLA)
Long:
Gibraltar Industries (ROCK)
RBC Bearings (ROLL)
Jazz Pharma (JAZZ)
Short:
Virgin Galactic Holdings (SPCE)
Peloton Interactive (PTON)
Nikola Corp (NKLA)
Re: 2022 Hedge Fund contest
I propose keeping VTI. It's been the baseline benchmark since the contest started. We'll be able to do apples-to-apples comparisons across years.chris319 wrote: ↑Sun Jan 09, 2022 4:38 pm I see that VTI was the benchmark for the 2021 contest.
Why not use a fund based on the Russell 3000 as the benchmark, as that is the universe we are picking stocks from?
I propose that VTHR be used as the benchmark. It is an investable Vanguard ETF, expense ratio 0.1%.
https://finance.yahoo.com/quote/VTHR?p= ... c=fin-srch
It's the same reason why the market still uses the Dow Jones Industrial Average. 30 stocks do not comprise the market. The index has been around so long, it's valued for it's historical pricing. From: Dow Jones Averages - Indices | S&P Dow Jones Indices
Introduced in May 1896, the Dow Jones Industrial Average® is a world-renowned gauge of the U.S. equity market. The index covers all industries with the exception of transportation and utilities, which are covered by the Dow Jones Transportation Average and Dow Jones Utility Average.