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Re: 2020 Challenge - Participants

I am using one investment portfolio (about one tenth of size of challenge portfolio) at Fidelity for this challenge, so every transaction I report here is what has happened (since I could not buy or sell any ETF at closing price, for example). The only difference is the number of shares sold or bought but trying to keep the % ratio as close as possible to my real portfolio. 

The January end portfolio consists of 3,893 TECL (closing price @268.44 ) and cash of 151.37. The balance is 1,045.188.29 (FWIW, this portfolio lost 7.84% on Friday, Jan. 31st). KM

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Re: 2020 Challenge - Participants

End of January results. A poor ending to a great start.

Name

Ticker

Shares

Price

Value

Select Technology

FSPTX

10,050.251

20.78

208,844.22

Select IT Services

FBSOX

2658.161

79.05

210,127.63

OTC Portfolio

FOCPX

15,637.217

13.11

205,003.91

Select Semi-conductors

FSELX

15,974.441

12.24

195,527.165

Construction and Housing

FSHOX

3225.286

63.17

203,741.32

Total

 

 

 

1,023,244.23

 

I am 76, long retired, living off of SS and my investments only. I am an aggressive investor, willing to speculate with a bit of my portfolio. I managed to convince myself to de-risk a bit and am now down to a 70/30 portfolio.    I will probably reduce my equity exposure a bit until after the next crash (2021??) and then go back up to 90%

This year I am looking at the idea of a "hot hands" portfolio using five Fidelity funds against a total stock market index fund to see how it all works out.

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Re: 2020 Challenge - Participants

Still holding  the original   5 Mutual Funds & share amounts. Value 2/1/20 is $1,011,417.

Thanks Ron

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Re: 2020 Challenge - Participants

No changes or activity this month. Year-end port value = $1,019,451.29.

Best to all,

Dabignip

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Re: 2020 Challenge - Participants

I end January 2020 with:

Monthly Report   
AssetShares$/shrSubtotal
SOXL2091243.61509388.51
SPHQ1116736.21404357.07
Cash   $     11.53
Totals  913757.11
Loss  -8.62%

 

Chap

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Explorer ○○

Re: 2020 Challenge - Participants

1 February 2020

portfolio summary

at end of January prices,sold

61.361 shares of FSUTX 

880.91 shares of FWRLX 

proceeds to cash along with distributions for January for LAND and FUMBX

cash                                    $135,421.61

1500 sh. FSUTX                  $151,470.

12,500 sh. FWRLX              $140,250.

12,000 sh. FRIFX                $152,160.

6500 sh.  TGUNX                $141,895

8000 sh. LAND                   $105,840

7000 sh. SGOL                   $106,890

9500 sh. FUMBX               $100,795

total                                $1,034,721.61

John

 

 

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Re: 2020 Challenge - Participants

Jan EOM

Reinvested divys in BMY, DG, LNC. Bench is 50/50 VWELX/VWINX. This will be the 4th year I have experimented with gold and bonds using the Boris Challenge. This year I'm trying out a larger allocation of gold and bonds. 

TickerPriceSharesValue
CASH$$1.000.42$0.42
MINT$101.931485.00$151,366.05
TLT$145.831107.00$161,433.81
STIP$101.21496.00$50,200.16
IAU$15.176898.00$104,642.66
ATO$117.03409.00$47,865.27
AVGO$305.16145.00$44,248.20
BMY$62.95719.07$45,265.62
COP$59.43704.00$41,838.72
CTVA$28.921550.00$44,826.00
DG$153.41293.61$45,042.20
EQIX$589.7378.00$45,998.94
ESGV$56.79810.00$45,999.90
LNC$54.48781.21$42,560.41
NOC$374.57133.00$49,817.81
TJX$59.04750.00$44,280.00
TMUS$79.19584.00$46,246.96
The Golden Boris  $1,011,633.13
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Re: 2020 Challenge - Participants

      update 1/31/2020:

Decided to cash in the 6% return for January after all. A 6% return for one month projects to a 72% return for the year. That just is not going to happen. Lost some today like others. Let the index chase me for awhile. lol.

Sold 4s AMZN at ($2008.72) per realizing a $8034.88 capital gain, leaving 63s.

Sold 82s CRM at ($182.31) per realizing a $14949.42 capital gain, leaving 686s.

Sold 35s MSFT at ($170.23) per realizing a $5958.05 capital gain, leaving 599s.

Sold 32s AAPL at ($309.51) per realizing a $9904.32 capital gain, leaving 308s

Sold 12s of MA at (315.94) per realizing a $3791.28 capital gain, leaving 239s.

Sold 20s of V at ($198.97) per realizing a $3979.40 capital gain, leaving 379s

All went to cash.

Current cash balance is : $57209.27

 

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Re: 2020 Challenge - Participants


@steelpony10 wrote:

      update 1/31/2020:

Decided to cash in the 6% return for January after all. A 6% return for one month projects to a 72% return for the year. That just is not going to happen. Lost some today like others. Let the index chase me for awhile. lol.

Sold 4s AMZN at ($2008.72) per realizing a $8034.88 capital gain, leaving 63s.

Sold 82s CRM at ($182.31) per realizing a $14949.42 capital gain, leaving 686s.

Sold 35s MSFT at ($170.23) per realizing a $5958.05 capital gain, leaving 599s.

Sold 32s AAPL at ($309.51) per realizing a $9904.32 capital gain, leaving 308s

Sold 12s of MA at (315.94) per realizing a $3791.28 capital gain, leaving 239s.

Sold 20s of V at ($198.97) per realizing a $3979.40 capital gain, leaving 379s

All went to cash.

Current cash balance is : $57209.27

 


Not sure I understand. Is your cash balance your total balance?

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Contributor ○

Re: 2020 Challenge - Participants

    RichinKansas - congrats with the Chiefs. Sorry for the confusion. No I sent in my monthly totals the 29th of $1060,379.59 because that was a convenient time to do it. I noticed some post any changes during the month. I just thought I’d clean up my notes that is all.
     I’am new this year and don’t really operate this way. I did this for 40 years and use funds or indexes as a more stable safety holding. Interesting to see all the monthly shuffling and holding changes. Just trying to follow what everyone else does and offer some info if they’re any questions. I’ll try to deliver just a balance about once a month then and summarize any investment moves without the detail at the same  time.  
      I suppose I should state I have no allocation, percentage or diversity restrictions. My investment method within my risk parameters is to create a variety of cash flow which enables the freedom to invest in the best opportunity(s) in the current market. Right now it seems to be investing in “irrational exuberance” where in a slowing economy (earnings) stock prices keep rising. So I grabbed the cap gains and will continue until the election season arrives in the fall probably.

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Re: 2020 Challenge - Participants

As of 1/31/20, my conservative "Retirement Portfolio" had a total balance of $1,013,120.80, or a YTD total return of 1.31%. Here is my portfolio breakdown:

USMV                     20.2%

JMUIX                   30.0

PUCZX                   29.9

PCI                        19.9

My aim is to beat VWINX in 2020 with a portfolio that has a lower standard deviation, and higher Sharpe and Sortino Ratios. So far so good. I beat VWINX slightly in January, its total return was 1.28%.

Fred

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Re: 2020 Challenge - Participants


@steelpony10 wrote:

    RichinKansas - congrats with the Chiefs. Sorry for the confusion. No I sent in my monthly totals the 29th of $1060,379.59 because that was a convenient time to do it. I noticed some post any changes during the month. I just thought I’d clean up my notes that is all.
     I’am new this year and don’t really operate this way. I did this for 40 years and use funds or indexes as a more stable safety holding. Interesting to see all the monthly shuffling and holding changes. Just trying to follow what everyone else does and offer some info if they’re any questions. I’ll try to deliver just a balance about once a month then and summarize any investment moves without the detail at the same  time.  
      I suppose I should state I have no allocation, percentage or diversity restrictions. My investment method within my risk parameters is to create a variety of cash flow which enables the freedom to invest in the best opportunity(s) in the current market. Right now it seems to be investing in “irrational exuberance” where in a slowing economy (earnings) stock prices keep rising. So I grabbed the cap gains and will continue until the election season arrives in the fall probably.


Not sure I know what to do with this. We turn in our balance at the end of the last trading day of the month. Your total for the 29th doesn't reflect changes from the 30th and 31st. So it would be difficult to sort your standing with the group. And we like to have trades posted the day they are made if possible giving the date and time of trade. 

Rich

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Re: 2020 Challenge - Participants

      RichinKansas. - That’s ok then. Leave me out of your standings. I’am not really a fund guy or day trader anyway. I can’t commit to the exact day of a trade, time or the exact end of the month but can post monthly near to the end depending. My trades would be the end of the day values the proceeding day. So I suppose not to the minute exact quotes. I didn’t know those were your rules. I didn’t know I was in a contest. I just see various posters managing different types of portfolios to see how they do against an index. This is the technique I used with my parents and ourselves for 40+ years. So your off the hook. 

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Re: 2020 Challenge - Participants

A crazy January and February looks no better.

2020 challenge - official - January.jpg

Click on image to enlarge

Rich

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Re: 2020 Challenge - Participants

 

At the bell today sold:

38 shares of VV at $203.56s = $7735.28

24 shares of MA at 329.11s = $7898.64

31 shares of AAPL at 318.85s = $9884.35

GR = $25518.27 proceeds to cash

How’s that RichinKansas?

 

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Re: 2020 Challenge - Participants

@steelpony10 

I was going to follow along with your trades this year like I did with Rich in 2018. I had your 1/31/2020 ending balance as $1,058,969.44. For some reason I showed $318.69 more cash than you after the VUG trade. Also, you had dividends from MA and PCM that you have not declared as taken in cash or reinvested.

If they will open for you, here are links to past Challenges that will give you not only the spirit of the Boris Challenge but also the past rules that Rich was wishing he could access.

2017 Challenge

"Typical of new groups you will be reviewed as an individual and your participation in the group. Boris is providing $1M for each participant in a no interest account at the Boris Trading Company starting the morning of 12/31/2016. The challenge is to make as much money as possible, using Ex-Dates and payments before Dec 31, 2017. Please reply to this post if you intend to be part of the team for 2017 and then start posting changes here as soon as you are ready and organized.  

Here is rule 1

1) We require posting trades in real time and posting end of month results (portfolio totals including cash+Ex-Dates) so we have transparency and accountability.  Hindsight doesn't cut it. Trades can be bundled within a 24 hour reporting period and prices can be in reasonably noted units (Intraday, End of Day). If you are using Mutual Funds the End of Day will be your only choice to keep it realistic.

I see my role as managing, communicating, and reporting. Post here where you see problems and treat your fellow participants with respect. 

Are you ready?

Chap"

2018 Challenge 

"Typical of new groups you will be reviewed as an individual and your participation in the group. Boris is providing $1M for each participant in a no interest account at the Boris Trading Company starting the morning of 12/29/2017. The challenge is to make as much money as possible, using Ex-Dates and payments before Dec 31, 2018. Please reply to this post if you intend to be part of the team for 2018 and then start posting changes here as soon as you are ready and organized.  

Here is rule 1

1) We require posting trades in real time and posting end of month results (portfolio totals including cash+Ex-Dates) so we have transparency and accountability.  Hindsight doesn't cut it. Trades can be bundled within a 24 hour reporting period and prices can be in reasonably noted units (Intraday, End of Day). If you are using Mutual Funds the End of Day will be your only choice to keep it realistic. Your investments are to use assets with symbols Morningstar will price. Thanks to the overarching size of the Boris Trading Company there are no asset closures or minimums that restrict your choices. 

I see my role as managing, communicating, and reporting. Post here where you see problems and treat your fellow participants with the respect you expect. 

Are you ready?"

2019 Challenge 

"You will have a million dollars added to your trading account at the bank of Boris.

Profits are rewarded bodily penaties are collected for balances under your starting point.

You can invest in any asset found in public markets. 

You can start your portfolio using closing prices from the last market day of 2018 or when you start in 2019. Dividends and Ex-dividends can be reported in your summaries.

You will report your transactions on a timely basis, if you have weak Internet you may wish to delay trading until it is stronger. We disapprove of a market strategy of being 3 days behind in market time.

In addition to transaction reporting you will report your monthly balance every month.

Join us with your first portfolio even if its just a 1 million cash. 

If you have concerns or questions bring them to the group for discussion and decisions.

Chap"

Good luck and best wishes.

 

 

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Re: 2020 Challenge - Participants

          Ross - I mistakenly thought I was hopefully going to show how easy it actually is to “beat” the S&P index when the market cooperates. Mathematically it’s very difficult to have a greater number of stocks then 500 and ever beat a lesser # unless you have a bad market when an actively managed fund can adjust.  The constant shuffling of funds  just makes it worse because now luck enters into the already unknown market.
           I didn’t know I was in a contest. I still don’t understand why anyone invests to lose money to an index either. I’ll think I’ll continue on myself and just won’t post. For what it’s worth I use VV as a back stop and would have put the now 87k I cashed so far in that at less cost then an open end fund. Good luck with your contest.

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Re: 2020 Challenge - Participants

No problem Pony. If you change your mind next year maybe I could follow along then. 

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Re: 2020 Challenge - Participants

The rules exist to create a flat playing field for all of us who want to participate. Its not so much a contest as trying to work with Boris and earn his respect.  Lets remember the concept that the work isn't done until you finish the paperwork. If you use any tools to help you with this effort from googlesheets to R statistics to customized dart boards there is a good chance it isn't hard to reformat your notes into a posting that will keep you in good standing here including the timely notice of transactions. If all you do is start with a portfolio and accumulate dividends then a monthly post will work.

Chap

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Re: 2020 Challenge - Participants

  Ok guys I’ll just read the posts and follow along. Thanks for letting me post to this point. 

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