2022 Hedge Fund contest

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Tanelorn
Posts: 2370
Joined: Thu May 01, 2014 9:35 pm

2022 Hedge Fund contest

Post by Tanelorn »

Current Standings - 2022 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 week and show us your favorite picks by next Monday morning.

This is the thread for the 2022 hedge fund contest. The official start of the contest will begin using Monday Jan 10th 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 (2021)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 10 Jan 2022, 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 10th 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 2022, 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 - 2021

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. Once we get a spreadsheet prepared, you’ll be able to see that here:

Current Standings - 2022 hedge fund contest
Last edited by Tanelorn on Tue Jan 11, 2022 7:45 am, edited 3 times in total.
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AbelArcher
Posts: 36
Joined: Sat Nov 17, 2018 1:19 am

Re: 2022 Hedge Fund contest

Post by AbelArcher »

Compu-Global-Hyper-Mega-Net Fund

Long:
NVIDIA NVDA
BERKSHIRE HATHAWAY B BRK.B
JPMORGAN CHASE & CO JPM

Short:
GAMESTOP CORP GME
MICROSTRATEGY CLASS A MSTR
paper200
Posts: 289
Joined: Sat Feb 02, 2008 10:40 am

Re: 2022 Hedge Fund contest

Post by paper200 »

LetsHaveFun

Long:
LVS
WYNN
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.
User avatar
1789
Posts: 2223
Joined: Fri Aug 16, 2019 3:31 pm

Re: 2022 Hedge Fund contest

Post by 1789 »

Master of Clowns

Long

NVDA
SQ
"My conscience wants vegetarianism to win over the world. And my subconscious is yearning for a piece of juicy meat. But what do i want?" (Andrei Tarkovsky)
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Forester
Posts: 2400
Joined: Sat Jan 19, 2019 1:50 pm
Location: UK

Re: 2022 Hedge Fund contest

Post by Forester »

The 007 Group

Long
-Ternium
Amateur Self-Taught Senior Macro Strategist
chris319
Posts: 1659
Joined: Thu Jan 28, 2021 5:04 pm

Re: 2022 Hedge Fund contest

Post by chris319 »

Check the dates in the contest guidelines:
Before 4:00pm EST on 10 Jan 2021
Financial decisions based on emotion often turn out to be bad decisions.
chris319
Posts: 1659
Joined: Thu Jan 28, 2021 5:04 pm

Re: 2022 Hedge Fund contest

Post by chris319 »

Fund name: J. Pinkerton Snoopington Fund

Long A: AVGO (Broadcom, Inc. Close on 1/10/2022: 621.16)

Long B: PFE (Pfizer, Inc. Close on 1/10/2022: 56.24)

Long C: KMI (Kinder Morgan, Inc. Close on 1/10/2022: 17.43)

I predict the A and B picks will outperform the S&P 500. The C pick is a roll of the dice.
Last edited by chris319 on Mon Jan 10, 2022 7:04 pm, edited 4 times in total.
Financial decisions based on emotion often turn out to be bad decisions.
ROIGuy
Posts: 2452
Joined: Sun May 08, 2016 10:10 am

Re: 2022 Hedge Fund contest

Post by ROIGuy »

The Financial Insanity Company

Long
DDD (3D Systems)
AAPL (Apple)
CRM (Salesforce)

Short
TSLA (Tesla)
BRMN (BioMarin)
HLT (Hilton Hotels)
GibsonL6s
Posts: 571
Joined: Tue Aug 29, 2017 12:17 pm

Re: 2022 Hedge Fund contest

Post by GibsonL6s »

Name: Two and Twenty in 2022

Long A = AMZN

Long B = AMD

Short A = GME
Ed 2
Posts: 2692
Joined: Sat May 15, 2010 9:34 am

Re: 2022 Hedge Fund contest

Post by Ed 2 »

Long - International IXUS,VXUS
Short- gloom and doom
"The fund industry doesn't have a lot of heroes, but he (Bogle) is one of them," Russ Kinnel
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dougger5
Posts: 480
Joined: Fri Nov 27, 2015 10:58 am
Location: Not far from Malvern

Re: 2022 Hedge Fund contest

Post by dougger5 »

Soylent Green Group

SGG is made of people - just like you!®

Long: PYPL, WFC, LAZY
"I've been ionized, but I'm okay now." -Buckaroo Banzai
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dmcmahon
Posts: 2855
Joined: Fri Mar 21, 2008 10:29 pm

Re: 2022 Hedge Fund contest

Post by dmcmahon »

Name: Reality Bites Fund

Long:
CVX (Chevron)
MRNA (Moderna)
AMZN (Amazon)

Short:
GME (GameStop)
DKNG (DraftKings)
SNOW (Snowflake)
TheoLeo
Posts: 576
Joined: Mon Apr 02, 2018 11:39 am

Re: 2022 Hedge Fund contest

Post by TheoLeo »

Pelosi Associates

Long: TSLA
Short: PLTR (Palantir)
finite_difference
Posts: 3633
Joined: Thu Jul 09, 2015 7:00 pm

Re: 2022 Hedge Fund contest

Post by finite_difference »

Cryptography Fund

Long:
TSLA
The most precious gift we can offer anyone is our attention. - Thich Nhat Hanh
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zhiwiller
Posts: 1338
Joined: Tue Feb 20, 2007 2:47 pm
Location: Upstate NY
Contact:

Re: 2022 Hedge Fund contest

Post by zhiwiller »

Desultory Cyclicals

Long: MSFT, DIS, YETI
Short: GME, HOG, TSLA
Cwise
Posts: 89
Joined: Wed Jan 01, 2014 10:51 pm

Re: 2022 Hedge Fund contest

Post by Cwise »

SunnyDaze

long: ENPH, EOSE
trueblueky
Posts: 2365
Joined: Tue May 27, 2014 3:50 pm

Re: 2022 Hedge Fund contest

Post by trueblueky »

MOFOME fund

Short TSLA
Short APPL

Please note that this fund was in the hot 100 of 2021, surpassing such luminaries as Rick Ferri and the esteemed LadyGeek. (How did that happen, you ask? Even a blind pig can find an acorn. Sometimes.)
CurlyDave
Posts: 3182
Joined: Thu Jul 28, 2016 11:37 am

Re: 2022 Hedge Fund contest

Post by CurlyDave »

Curly's Folly

Long AAPL
Answering a question is easy -- asking the right question is the hard part.
veggivet
Posts: 1479
Joined: Sun Jan 25, 2015 12:07 pm
Location: New England

Re: 2022 Hedge Fund contest

Post by veggivet »

The Mirage Fund is pleased to continue its tradition of convincing investors that we provide the illusion of alpha at a reasonable price.

Our sole pick this year is long OPRX, highlighting our commitment to diversification.
TheDoctor91
Posts: 158
Joined: Thu Feb 25, 2021 11:43 am

Re: 2022 Hedge Fund contest

Post by TheDoctor91 »

The Hopes and Dreams Killer Fund

Long:
OAS Oasis petroleum
BRK
DHI DR Horton

Short:

GME
AMC
TSLA
keanoz
Posts: 145
Joined: Sun Oct 02, 2016 1:27 am

Re: 2022 Hedge Fund contest

Post by keanoz »

Just Trying

Long
TSLA
NVDA
AMD
Last edited by keanoz on Sun Jan 09, 2022 5:51 pm, edited 1 time in total.
larrydmsn
Posts: 169
Joined: Thu Aug 28, 2008 8:58 pm

Re: 2022 Hedge Fund contest

Post by larrydmsn »

Trust Me With Your Money Fund

LONG:
PENN
GPN
VTRS

SHORT:
TSLA
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imak
Posts: 212
Joined: Fri Mar 22, 2019 5:18 pm
Location: Austin, TX

Re: 2022 Hedge Fund contest

Post by imak »

Silicon Hills Capital

Long:
MU (Micron Technology Inc)
INTC (Intel Corporation)
ADI (Analog Devices Inc)
"Take a simple idea and take it seriously" ~ Charlie Munger
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nedsaid
Posts: 19275
Joined: Fri Nov 23, 2012 11:33 am

Re: 2022 Hedge Fund contest

Post by nedsaid »

Nedsaid Money Stuffed in Mattresses Fund

Long: Boeing BA
Berkshire Hathaway B BRK-B
Chevron CVX

Short:
Tesla TSLA
Gamestop GME
Meta Platforms, Inc. FB
Last edited by nedsaid on Mon Jan 03, 2022 9:25 pm, edited 1 time in total.
A fool and his money are good for business.
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mokaThought
Posts: 481
Joined: Tue Jan 01, 2019 6:57 pm
Location: Texas

Re: 2022 Hedge Fund contest

Post by mokaThought »

Invest With Felony Conviction

long only:
HAFC — Hanmi Financial
ESGR — Enstar Group
X — United States Steel Corp
"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."
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canadianbacon
Posts: 677
Joined: Sun Nov 10, 2019 9:04 pm

Re: 2022 Hedge Fund contest

Post by canadianbacon »

Slaughtered Pig Capital

Long:
TSN - Tyson Foods
HRL - Hormel Foods
SEB - Seaboard Corporation

Short:
BYND
UBER
DASH
Last edited by canadianbacon on Mon Jan 03, 2022 8:42 am, edited 2 times in total.
Bulls make money, bears make money, pigs get slaughtered.
MattB
Posts: 1228
Joined: Fri May 28, 2021 12:27 am

Re: 2022 Hedge Fund contest

Post by MattB »

Fruits, Rivers, and Chips

Long:

AAPL -- Apple
AMZN -- Amazon
NVDA -- Nvidia
carloslando
Posts: 191
Joined: Sun Aug 23, 2020 3:28 am

Re: 2022 Hedge Fund contest

Post by carloslando »

GuacaMoolah

Long:
CMG
TSLA
AAPL

Short:
GME
BBBY
BYND
Last edited by carloslando on Mon Jan 03, 2022 1:25 am, edited 2 times in total.
Comparison is the killer of all joy.
todaysBob
Posts: 167
Joined: Mon Mar 02, 2020 5:39 pm

Re: 2022 Hedge Fund contest

Post by todaysBob »

DoOppositeofWhatISay Fund

Long:
Upst - Upstart
Tdoc - Teladoc
Sumo - Sumologic

Short:
GME - Gamestop
AMC - AMC Entertainment Holdings
MRNA - Moderna
Last edited by todaysBob on Mon Jan 03, 2022 7:58 pm, edited 3 times in total.
todaysBob
Posts: 167
Joined: Mon Mar 02, 2020 5:39 pm

Re: 2022 Hedge Fund contest

Post by todaysBob »

carloslando wrote: Mon Jan 03, 2022 1:15 am GuacaMoolah

Long:
CMG
TSLA
AAPL

Short:
GME
BBBY
RIVN
DOesn't looks like RIVN is in Russel 3000
todaysBob
Posts: 167
Joined: Mon Mar 02, 2020 5:39 pm

Re: 2022 Hedge Fund contest

Post by todaysBob »

canadianbacon wrote: Mon Jan 03, 2022 12:14 am Slaughtered Pig Capital

Long:
TSN - Tyson Foods
HRL - Hormel Foods
SEB - Seaboard Corporation

Short:
BYND
UBER
HOOD
HOOD is not in Russel 3000 :happy
carloslando
Posts: 191
Joined: Sun Aug 23, 2020 3:28 am

Re: 2022 Hedge Fund contest

Post by carloslando »

todaysBob wrote: Mon Jan 03, 2022 1:17 am
carloslando wrote: Mon Jan 03, 2022 1:15 am GuacaMoolah

Long:
CMG
TSLA
AAPL

Short:
GME
BBBY
RIVN
DOesn't looks like RIVN is in Russel 3000
oops sorry about that, fixed it (replaced RIVN with BYND).
Weird though.. they have the 0.5B market cap VEL, but not the 100B market cap RIVN
Comparison is the killer of all joy.
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boo-yah
Posts: 39
Joined: Wed Sep 25, 2013 10:25 am

Re: 2022 Hedge Fund contest

Post by boo-yah »

Mart Throwing Donkeys are back!

Long:
CRMT
WMT

Short:
MASS
CASS

"You'd be an ass not to invest with us"
Topic Author
Tanelorn
Posts: 2370
Joined: Thu May 01, 2014 9:35 pm

Re: 2022 Hedge Fund contest

Post by Tanelorn »

todaysBob wrote: Mon Jan 03, 2022 1:16 am DoOppositeofWhatISay Fund

Long:
BABA - Alibaba
Alibaba is foreign and BABA is an ADR so it’s not included in Russell. Please edit your post to select a different long if you wish or just remove BABA.
Nerdette
Posts: 19
Joined: Sat Dec 18, 2021 8:18 am

Re: 2022 Hedge Fund contest

Post by Nerdette »

Diamond Hand Capital

Longs:
Landstar Systems Inc (LSTR)
Integra Lifesciences (IART)
Snap-on Inc (SNA)

Shorts:
Perdoceo Education (PRDO)
Grand Canyon Education (LOPE)

Edited to remove Chewy. Thanks!!
Last edited by Nerdette on Sat Jan 08, 2022 12:17 pm, edited 1 time in total.
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stickman731
Posts: 418
Joined: Sun Jan 01, 2012 9:42 am
Location: New Jersey

Re: 2022 Hedge Fund contest

Post by stickman731 »

Sticky Wonder Fund

LONG
ABUS
TSP
VIAC

SHORT
PLTR
QS
swr
Posts: 29
Joined: Sun Jun 03, 2018 7:20 am

Re: 2022 Hedge Fund contest

Post by swr »

DAC 1983

Long
DKNY
MCD
ABT

Short
BAYR
SFIX
swr
Posts: 29
Joined: Sun Jun 03, 2018 7:20 am

Re: 2022 Hedge Fund contest

Post by swr »

sorry
Not DKNY

DKNG
draftkings
aristotelian
Posts: 12277
Joined: Wed Jan 11, 2017 7:05 pm

Re: 2022 Hedge Fund contest

Post by aristotelian »

Up in Smoke Fund

Short: PRTY

Following two years in a row when we placed in the top five, last year's results were disappointing. While our returns exceeded the rate of inflation, we fell short of the benchmark using an aggressive long strategy in an attempt to ride the COVID recovery bull market. This year, in a time of high valuations and with the Fed expected to raise interest rates, we feel the time is right to return to our roots as we attempt to identify companies that we expect to struggle or fail in the coming year. This strategy has proven successful both for our fund and our peers. We think the time is right and have confidence our managers will once again exceed market returns.
Last edited by aristotelian on Mon Jan 03, 2022 8:10 am, edited 1 time in total.
Jags4186
Posts: 8198
Joined: Wed Jun 18, 2014 7:12 pm

Re: 2022 Hedge Fund contest

Post by Jags4186 »

Meme Reversion Fund:

Short:
$AMC - AMC Theatres
$GME - Gamestop

Long:
$V - Visa
$MA - Mastercard
$AXP - American Express
Last edited by Jags4186 on Mon Jan 03, 2022 8:25 am, edited 1 time in total.
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whodidntante
Posts: 13114
Joined: Thu Jan 21, 2016 10:11 pm
Location: outside the echo chamber

Re: 2022 Hedge Fund contest

Post by whodidntante »

Ed 2 wrote: Sun Jan 02, 2022 1:52 pm Long - International IXUS,VXUS
Short- gloom and doom
You can't pick ETFs.
Topic Author
Tanelorn
Posts: 2370
Joined: Thu May 01, 2014 9:35 pm

Re: 2022 Hedge Fund contest

Post by Tanelorn »

Jags4186 wrote: Mon Jan 03, 2022 7:59 am Meme Reversion Fund:

$DWAC - Trump SPAC
Sadly SPACs are not eligible for Russell until they complete their merger (and then meet various other requirements as well), so DWAC isn’t a candidate for this year. Assuming they complete the merger, they should be for next year.

Feel free to pick another short stock if you wish, or just remove this one and stick with the two others you already have. You can edit your post accordingly. Thanks.
invest2bfree
Posts: 1279
Joined: Sun Jan 12, 2020 8:44 am

Re: 2022 Hedge Fund contest

Post by invest2bfree »

Investbfree Associates

Long:
T
VZ
CMCSA

Short
TSLA
PLTR
36% (IRA) - Individual LT Corporate Bonds , 33%(taxable) - schy, 33%(taxable) - SCHD Dividend Growth
4nursebee
Posts: 2664
Joined: Sun Apr 01, 2012 7:56 am
Location: US

Re: 2022 Hedge Fund contest

Post by 4nursebee »

sorry, not on russell list
Pale Blue Dot
Jags4186
Posts: 8198
Joined: Wed Jun 18, 2014 7:12 pm

Re: 2022 Hedge Fund contest

Post by Jags4186 »

Tanelorn wrote: Mon Jan 03, 2022 8:20 am
Jags4186 wrote: Mon Jan 03, 2022 7:59 am Meme Reversion Fund:

$DWAC - Trump SPAC
Sadly SPACs are not eligible for Russell until they complete their merger (and then meet various other requirements as well), so DWAC isn’t a candidate for this year. Assuming they complete the merger, they should be for next year.

Feel free to pick another short stock if you wish, or just remove this one and stick with the two others you already have. You can edit your post accordingly. Thanks.
Fixed - thanks
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canadianbacon
Posts: 677
Joined: Sun Nov 10, 2019 9:04 pm

Re: 2022 Hedge Fund contest

Post by canadianbacon »

todaysBob wrote: Mon Jan 03, 2022 1:19 am
canadianbacon wrote: Mon Jan 03, 2022 12:14 am Slaughtered Pig Capital

Long:
TSN - Tyson Foods
HRL - Hormel Foods
SEB - Seaboard Corporation

Short:
BYND
UBER
HOOD
HOOD is not in Russel 3000 :happy
Thank you, fixed :-D.
Bulls make money, bears make money, pigs get slaughtered.
VTI
Posts: 282
Joined: Sat Mar 13, 2021 11:56 pm

Re: 2022 Hedge Fund contest

Post by VTI »

Fund: Game Over

Long:
(None)

Short:
  • GME
  • AMC
Also available as an Admiral™ Shares mutual fund.
TagmoreClock
Posts: 53
Joined: Sun Nov 20, 2016 9:06 pm

Re: 2022 Hedge Fund contest

Post by TagmoreClock »

ClockWork Darts

Long
T
V
VRTS

Short
Snow
NET
WDAY
madpunster
Posts: 137
Joined: Sun Nov 02, 2008 12:58 am

Re: 2022 Hedge Fund contest

Post by madpunster »

Crypto Night Fund

Longs: BLI, STNE, DSP
Shorts: SAVA, VRTV, CAR
User avatar
mokaThought
Posts: 481
Joined: Tue Jan 01, 2019 6:57 pm
Location: Texas

Re: 2022 Hedge Fund contest

Post by mokaThought »

swr wrote: Mon Jan 03, 2022 7:50 am sorry
Not DKNY

DKNG
draftkings
I would edit the original post before it gets messed up.
"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."
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