2017 Hedge Fund Contest
Re: 2017 Hedge Fund Contest
OK, that's the final entry. Good luck everyone!
Re: 2017 Hedge Fund Contest
Hoping I can have my record start tomorrow. Sorry I am so late on this. Best of luck everyone!
This Time It's Not Nortel Technology Fund V3.0
Long
Constellation Software (CSU)
Enghouse (ENGH)
Short
Hudson's Bay Co (HBC)
Prometic Health (PLI)
This Time It's Not Nortel Technology Fund V3.0
Long
Constellation Software (CSU)
Enghouse (ENGH)
Short
Hudson's Bay Co (HBC)
Prometic Health (PLI)
- LadyGeek
- Veteran Contributor
- Posts: 1975
- Joined: 26 Oct 2011 16:51
- Location: Philadelphia, PA
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Re: 2017 Hedge Fund Contest
Spudd - I recommend delaying the start of the contest to allow more members time to submit entries.
For comparison, the Bogleheads 2017 hedge fund contest is starting at 9:30 am EST on 6 Jan 2017.
kcowan is starting the 2017 Predictions Contest on January 16th at 9:30 am EST.
Perhaps you can synchronize the start with kcowan?
For comparison, the Bogleheads 2017 hedge fund contest is starting at 9:30 am EST on 6 Jan 2017.
kcowan is starting the 2017 Predictions Contest on January 16th at 9:30 am EST.
Perhaps you can synchronize the start with kcowan?
finiki, the Canadian financial 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.
- Peculiar_Investor
- Administrator
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Re: 2017 Hedge Fund Contest
As a participant I would delaying the start so that more contestants could be found. Latecomers shouldn't be eligible for the fund name bonus.
finiki, the Canadian financial wiki New editors wanted and welcomed, please help collaborate and improve the wiki.
Normal people… believe that if it ain’t broke, don’t fix it. Engineers believe that if it ain’t broke, it doesn’t have enough features yet. – Scott Adams
Normal people… believe that if it ain’t broke, don’t fix it. Engineers believe that if it ain’t broke, it doesn’t have enough features yet. – Scott Adams
- scomac
- Veteran Contributor
- Posts: 7788
- Joined: 19 Feb 2005 09:47
- Location: The Gateway to Wine Country
Re: 2017 Hedge Fund Contest
+1Peculiar_Investor wrote:As a participant I would delaying the start so that more contestants could be found. Latecomers shouldn't be eligible for the fund name bonus.
"On what principle is it, that when we see nothing but improvement behind us, we are to expect nothing but deterioration before us?"
Thomas Babington Macaulay in 1830
Thomas Babington Macaulay in 1830
Re: 2017 Hedge Fund Contest
I picked that date/time because it only loses 2 weeks at a time when everyone is making merry! Also trying to finalize 2016 results. And with the extra time, I would pick CFP for my third long. But I would expect the start values to be set at the new deadline.
For the fun of it...Keith
Re: 2017 Hedge Fund Contest
Sure, we can extend. Let's give it till open of the market on Monday morning. Values will be set with Friday's close. (And one of my picks is already down 50% so this works for me, LOL.)
Re: 2017 Hedge Fund Contest
Name: Up, up, and away!
Long:
AC-T Air Canada
WJA-T Westjet
CP-T Canadian Pacific
Short:
BBD.B-T Bombardier
BB-T Blackberry
Long:
AC-T Air Canada
WJA-T Westjet
CP-T Canadian Pacific
Short:
BBD.B-T Bombardier
BB-T Blackberry
-
- Newcomer
- Posts: 6
- Joined: 05 Jan 2017 18:36
Re: 2017 Hedge Fund Contest
VILE BIO HEDGEFUND 2017
LONG: BIOS
LONG: BIOS
Re: 2017 Hedge Fund Contest
My three longs are up 11%, 8% and 4% year-to-date. January effect has been playing out as I hoped. But given the new start date, good performance in the first week is detrimental to my future prospects. Therefore, I decided to close the January Effect Fund and start anew.
New entry: High Energy Fund
Long: TSE:BTE (Baytex)
Short: none
New entry: High Energy Fund
Long: TSE:BTE (Baytex)
Short: none
- northbynorthwest
- Contributor
- Posts: 165
- Joined: 19 Jan 2007 01:07
- Location: Vancouver
Re: 2017 Hedge Fund Contest
Trump and Dump Fund
Long:
TCN - Tricon Capital
BAM.A - Brookfield Asset Mgt
MG - Magna Intl
Short:
TECK.B - Teck Res
IMG - IamGold
VRX - Valeant Pharma
Long:
TCN - Tricon Capital
BAM.A - Brookfield Asset Mgt
MG - Magna Intl
Short:
TECK.B - Teck Res
IMG - IamGold
VRX - Valeant Pharma
- LadyGeek
- Veteran Contributor
- Posts: 1975
- Joined: 26 Oct 2011 16:51
- Location: Philadelphia, PA
- Contact:
Re: 2017 Hedge Fund Contest
Administrative:
- Consider changing the column N title "Total" to "Fund % Return" (implemented in the Bogleheads contest)
Info:
- The spreadsheet will rank the funds by selecting Column N "Total" (Fund % return), right-click --> Sort sheet Z --> A. This is a temporary filter for your viewing only. The spreadsheet owner can set a permanent filter, if desired.
Suggestion (implemented in the Bogleheads contest):
- Copy today's status (paste as value) to a new tab in the spreadsheet. If anything happens, you'll have a formal record of the opening price.
- Consider changing the column N title "Total" to "Fund % Return" (implemented in the Bogleheads contest)
Info:
- The spreadsheet will rank the funds by selecting Column N "Total" (Fund % return), right-click --> Sort sheet Z --> A. This is a temporary filter for your viewing only. The spreadsheet owner can set a permanent filter, if desired.
Suggestion (implemented in the Bogleheads contest):
- Copy today's status (paste as value) to a new tab in the spreadsheet. If anything happens, you'll have a formal record of the opening price.
finiki, the Canadian financial 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.
Re: 2017 Hedge Fund Contest
Spudd and LadyGeek, I suggest adding a query to your spreadsheets. This would be the first worksheet. It would show the portfolio names and returns sorted by best to worst using the latest prices. For the FWF spreadsheet, you would type the following into cell A1 of the new worksheet:
=QUERY(Sheet1!A1:N,ʺselect A,N order by N descʺ,1)
You may have to actually type the formula. Cut and paste doesn't always work for me.
Also, the spreadsheet would run much faster if you replaced all the Index(GoogleFinance formulas with something like VLookup.
=QUERY(Sheet1!A1:N,ʺselect A,N order by N descʺ,1)
You may have to actually type the formula. Cut and paste doesn't always work for me.
Also, the spreadsheet would run much faster if you replaced all the Index(GoogleFinance formulas with something like VLookup.
Re: 2017 Hedge Fund Contest
Name: Regression to the Mean
Long:
TSE:VRX Valeant Pharmaceuticals Intl.
TSE:YRI Yamana Gold Inc.
TSE:CPG Crescent Point Energy
Short:
TSE:CSU Constellation Software
TSE:DOL Dollarama Inc.
TSE:ATD.B Alimentation Couche-Tard
Long the three biggest losers in the TSX 60 over the past three years. Short the three biggest gainers over the same period.
Long:
TSE:VRX Valeant Pharmaceuticals Intl.
TSE:YRI Yamana Gold Inc.
TSE:CPG Crescent Point Energy
Short:
TSE:CSU Constellation Software
TSE:DOL Dollarama Inc.
TSE:ATD.B Alimentation Couche-Tard
Long the three biggest losers in the TSX 60 over the past three years. Short the three biggest gainers over the same period.
Re: 2017 Hedge Fund Contest
I implemented the suggestions given (hid the initial status sheet because it's ugly and hopefully won't be needed), good luck all!
- LadyGeek
- Veteran Contributor
- Posts: 1975
- Joined: 26 Oct 2011 16:51
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Re: 2017 Hedge Fund Contest
One more thing... The Bogleheads are suggesting to add a benchmark for reference.
In previous years, Norbert used Vanguard FTSE Canada Index ETF (TSE:VCE), as "I don't know and I don't care (Benchmark)".
Perhaps we can use the indexes directly (instead of a fund)?
Google finance has the indexes as:
- S&P/TSX Composite index (INDEXTSI:OSPTX)
- Russell 3000 (INDEXRUSSELL:RUA)
In previous years, Norbert used Vanguard FTSE Canada Index ETF (TSE:VCE), as "I don't know and I don't care (Benchmark)".
Perhaps we can use the indexes directly (instead of a fund)?
Google finance has the indexes as:
- S&P/TSX Composite index (INDEXTSI:OSPTX)
- Russell 3000 (INDEXRUSSELL:RUA)
finiki, the Canadian financial 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.
Re: 2017 Hedge Fund Contest
Good point - will do that. Thanks!
- LadyGeek
- Veteran Contributor
- Posts: 1975
- Joined: 26 Oct 2011 16:51
- Location: Philadelphia, PA
- Contact:
Re: 2017 Hedge Fund Contest
From the Bogleheads contest, Tanelorn has revised the spreadsheet to use Google Sheets' HTML view. It's fast!
All you need to do is replace the
The URL becomes:
2017 Hedge Fund Contest Financial Wisdom Forum (HTML view)
You lose formula visibility, but it's good for a quick check on status.
All you need to do is replace the
edit#gid=116780609
part with htmlview#
.The URL becomes:
Code: Select all
https://docs.google.com/spreadsheets/d/1kGExXcfB4GdnF-VaElmZxDpI9LjeHzxiUVd-sng-mAU/htmlview#
You lose formula visibility, but it's good for a quick check on status.
finiki, the Canadian financial 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.
Re: 2017 Hedge Fund Contest
By clicking File/Publish to the web.LadyGeek wrote:Tanelorn has revised the spreadsheet to use Google Sheets' HTML view.
- Peculiar_Investor
- Administrator
- Posts: 13267
- Joined: 01 Mar 2005 14:52
- Location: Calgary
- Contact:
Re: 2017 Hedge Fund Contest
For tracking and historical purposes this contest is now in the wiki, FWF contests.
finiki, the Canadian financial wiki New editors wanted and welcomed, please help collaborate and improve the wiki.
Normal people… believe that if it ain’t broke, don’t fix it. Engineers believe that if it ain’t broke, it doesn’t have enough features yet. – Scott Adams
Normal people… believe that if it ain’t broke, don’t fix it. Engineers believe that if it ain’t broke, it doesn’t have enough features yet. – Scott Adams
Re: 2017 Hedge Fund Contest
I would like to show the Forecast Rank graph next to the results graph every year.
For the fun of it...Keith
- Peculiar_Investor
- Administrator
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- Joined: 01 Mar 2005 14:52
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- Contact:
Re: 2017 Hedge Fund Contest
Not sure I understand. Since you are a wiki editor, the best place to discuss and resolve this is Talk:FWF Contests or just edit the page itself to improve it.kcowan wrote:I would like to show the Forecast Rank graph next to the results graph every year.
finiki, the Canadian financial wiki New editors wanted and welcomed, please help collaborate and improve the wiki.
Normal people… believe that if it ain’t broke, don’t fix it. Engineers believe that if it ain’t broke, it doesn’t have enough features yet. – Scott Adams
Normal people… believe that if it ain’t broke, don’t fix it. Engineers believe that if it ain’t broke, it doesn’t have enough features yet. – Scott Adams
- LadyGeek
- Veteran Contributor
- Posts: 1975
- Joined: 26 Oct 2011 16:51
- Location: Philadelphia, PA
- Contact:
Re: 2017 Hedge Fund Contest
The first quarter results are in: 2017 Hedge Fund Contest Financial Wisdom Forum
Background info and links: FWF contests - finiki, the Canadian financial wiki
Code: Select all
1. Ladies First (LadyGeek) 24.78%
2. Roadkill (Scomac) 14.97%
3. VILE BIO HEDGEFUND 2017 (FinancialDave) 12.58%
4. The Monkey's Dartboard Fund (Spudd) 8.56%
5. Trump & Dump Fund (northbynorthwest) 8.53%
finiki, the Canadian financial 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.
- scomac
- Veteran Contributor
- Posts: 7788
- Joined: 19 Feb 2005 09:47
- Location: The Gateway to Wine Country
Re: 2017 Hedge Fund Contest
Can you alter my Roadkill portfolio to reflect that DH-T was taken private in June by Vista Partners at a share price of $25.50. The offer was signed March 13. Thanks
[Added] That will also effect kcowan's portfolio.
[Added] That will also effect kcowan's portfolio.
"On what principle is it, that when we see nothing but improvement behind us, we are to expect nothing but deterioration before us?"
Thomas Babington Macaulay in 1830
Thomas Babington Macaulay in 1830
Re: 2017 Hedge Fund Contest
Yes I noticed it but I figured someone would catch it! Thanks for keeping us all honest.
For the fun of it...Keith