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InspectorSector
Re: 2021 stock-picking contest

Oh, I very much would like the Kiplinger and Wall Street Crossing picks in the contest! I think they give some outsider perspective.

If that is the case then take Kumar's name off the external lists. Kumar should be able to come up with 20 stocks on his own and stick his neck out based on those 20 stocks. Otherwise, you don't have a contest to speak of.

Jan 4, 2021 11:27:04 AM       
RTNL
Re: 2021 stock-picking contest

Sorry, i was off on vacation. is it too late to turn in a list?

Jan 4, 2021 12:34:13 PM       
bompus
Re: 2021 stock-picking contest

@geov

It looks like you have variable slippage, rebalancing, and sell rules enabled on this strategy. Unless this isn't being entered into the contest, aren't all of the above against the contest guidelines?

Jan 4, 2021 1:19:43 PM       
Edit 1 times, last edit by bompus at Jan 4, 2021 1:20:13 PM
geov
Re: 2021 stock-picking contest

@geov

It looks like you have variable slippage, rebalancing, and sell rules enabled on this strategy. Unless this isn't being entered into the contest, aren't all of the above against the contest guidelines?

This is not my contest entry. I posted my static list near the beginning of this view thread.
This model is to see how a live strategy of 20 positions from a universe of the 10 posted contest list will perform.

Jan 4, 2021 1:29:17 PM       
geov
Re: 2021 stock-picking contest

Sorry, i was off on vacation. is it too late to turn in a list?

It is not too late if you do it before the market closes today.

Jan 4, 2021 1:30:38 PM       
rtelford
Re: 2021 stock-picking contest

Hopefully it's not too late...

Here are my pics:
snap, pins, shop, snow, carg,tenb,lspd,ramp,casa,ever,sumo,cldr,zm,rbbn,ttgt,pd,mitk,ocft,csse,idcc

https://www.portfolio123.com/port_wiz.jsp?st=8

Software companies (still bullish), based around the R40 Scorecard I've been writing about on Seeking Alpha, with some new factors added:
https://seekingalpha.com/article/4394483-rule...recard-to-beat-rule-of-40

Looks for Software companies with strong FCF margin growth, low accruals, sustainable reduction in customer acquisition cost, financially healthy (low debt, strong short term liquidity).

Good luck to all!

Ryan Telford -- also find me at:
Seeking Alpha
Twitter

Jan 4, 2021 4:49:47 PM       
RTNL
Re: 2021 stock-picking contest

Ok, if it is not too late here are my entries. Thank you.
NUS
GLUU
SFM
IRBT
SNBR
NVO
INTU
AMZN
ACN
FB
LMB
SUMR
TGLS
CTG
BGFV
BIIB
MAN
GILD
QRTEA
UTHR

Jan 4, 2021 5:11:24 PM       
sthorson
Re: 2021 stock-picking contest

Here's an idea. Create a hybrid contest where we are limited to the universe of all top 20 picks. Run them through our various systems, and create a new 20 stock portfolio from that universe. Anyone?

Note: Not a contest submission

Thanks to geov for constructing the universe of 2021 contest submissions. Following up on my idea I ran the universe through my research as of 12/31 and this is what I came up with. I'm maxed on my Live Strategies so I put the port up as a strategy on my home screen. Also posting here for future reference. This port is optimized as to weights.


Symbol Shares Price
VEEV 20 272.25
CDNS 46 136.43
EGO 225 13.27
GRBK 200 22.96
NOW 10 550.43
INFY 355 16.95
APPS 100 56.56
ETSY 35 177.91
DG 20 210.30
FDX 10 259.62
PYPL 25 234.20
AMZN 2 3256.93
TSM 55 109.04
BIDU 15 216.24
RMD 15 212.56
MPWR 15 366.23
SHOP 5 1131.95
AMD 60 91.71
SQ 30 217.64
ALGN 5 534.38

Jan 5, 2021 9:01:25 AM       
abwillingham
Re: 2021 stock-picking contest

Winner Winner Chicken Dinner

PHPYF
RDBBY
TSYHY
LKQ
GNSS
ILMN
SRG
FLGT
FVRR
ETSY
CRSP
ODT
ACKIU
PDLI
AIRT
GRTS
TNK
EVC
KBAL
IPOD

Jan 5, 2021 9:47:59 AM       
RTNL
Re: 2021 stock-picking contest

Here's an idea. Create a hybrid contest where we are limited to the universe of all top 20 picks. Run them through our various systems, and create a new 20 stock portfolio from that universe. Anyone?


There were 10 lists posted in this forum from which I created a universe which holds 179 stocks (there was an overlap of 21 stocks).
Here is a live strategy (public) which selects the top 20 stocks from this universe. Let's see how this performs for the year.
https://www.portfolio123.com/port_summary.jsp?portid=1635282

Interesting Mkt-Cap and Sector allocations.


Georg.. could you make list of those 179 stocks public. I cannot access it, and wanted to see the consolidated list

Jan 5, 2021 12:49:46 PM       
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