Good idea. I didn’t see this until this morning (1/5), but I went back in and manually edited the Buy transactions to reflect the 1/3/17 open (and the appropriate number of shares to have been purchased).
My port is public: “Contest - Marc”
https://www.portfolio123.com/port_summary.jsp?portid=1468656
Marc you are already ahead of me! Here is mine:
https://www.portfolio123.com/port_summary.jsp?portid=1468779
I was without Internet from Christmas until now (I was in Cuba) so I didn’t set up a live port. Should I do so now and if so how do I “manually edit the buy transactions to reflect the 1/3/17 open”?
Yuval - You should start a port today with no stocks in it. Then go to transactions and select manual buy/sell. Enter the prices from Tuesday morning. You can get the prices from Yahoo or wherever. Or just start the port today.It isn’t the end of the world if you miss a few days.
Steve
Yuval, I did it an even easier way:
Here are the results of the contest so far:
Eddy Elfenbein (25 picks): 6.14%
Yuval Taylor: 12.19%
PortfolioPerfection: 6.76%
SevenSisters: 7.72%
Burd4: 11.55%
Kumar: 10.12%
Marc Gerstein: -9.76%
mmasand: 0.70%
brianj999: 6.01%
tomanyi (list 1): 7.54%
azinvesting: -5.89%
tomanyi (list 2) included three tickers that don’t exist, so I didn’t run it
sglinski: 2.22%
tomanyi (list 3): 3.53%
judgetrade: 0.86%
Winner so far: me; 2nd place: Burd4; 3rd place: kumar. Loser so far: Marc.
Yuvaltor,
Please, provide the links to the listing if it is tracked in p123.
Interested in avg daily volume of each stocks in the list.
Thanks
Kumar
I made a mistake: judgetrade’s return should be 1.28%, not 0.86%.
Kumar: I just created custom lists and plugged them into my buy and hold simulation: https://www.portfolio123.com/port_summary.jsp?portid=1482285. I can’t share custom lists, but I’ve cut and pasted them below.
mine: BBRG CBK CEL CLS CRD.B EXFO HALL HBIO INTT MPMQ NDLS NEFF NWY PCOM PRTS ROIAK SHLO SNFCA STRL WSTG
portfolioperfection: BG CL CVS DPS EPC KMB LANC MDLZ NHTC NSRGY PEP PPC RMCF SJM SYY TATYY TSN WFM WMMVY WMT
sevensisters: BEAT BSTC CETX CRAI CRHM ENVA HCKT HMTV ICFI IPAR KINS LMAT MYRG NTIP OEC PMD QCRH SP SPLS WLDN
burd4: AMRB CAAS CRAI EXFO FRBA FSAM GPRK HCAP HDSN HIIQ KEM KINS KVHI LINC MCFT MRLN PPSI SRT WHF WLDN
kumar: AAPL ALL AMZN AVGO BAC BGB C CRM FB GOOGL HD NFLX NKE NXPI ORLY RDN SBUX TSLA V Y
marc gerstein: ACFC ASRV BDRBF BYBK CPSS DYAI FBP FCEL FNMA GURE IDSA IPI JASN LC MARA OCN OESX RBPAA SNFCA TANH
mmasand: ANW CASH CLMS^17 CVRR FF FSAM KEM KVHI MC MEI MRLN NVMI OCFC PEIX PIR SAFM TLRD TLYS WEB WNC
brianj999: AHL AXAHY CAAS CLS CPSS EBR ENIA FCAU KB KELYA MGA MTOR NOA OGZPY PKX PRU SNP TRN TX VLO
tomanyi 1: BFR BMA BRSS BWXT CINR CPLA DQ FBIZ FLY HSNI KLIC LBY MBT MERC NAP OMAB RUTH SBR TX UEPS
azinvesting: AAL CLD CR CUBI ERA FMBI GBX GPRE ITT LTXB MTRX PNFP RIG SIVB TRN TXT UCBI UMBF WNC WTFC
sglinski: ASBB BRK.B CPS EBMT GE HIFS ISRG JNJ KEQU LH LMT MGLN MLVF NUTR NVR NWLI SAR SJW WBA WBKC
tomanyi 3: AFL AHL ALK CFR CTSH DLX ESNT FII ICLR JAZZ JBLU JNPR KEP LRCX MD RE RY SYF TCB VR
judgetrade: APT AWRE CLBH^17 CSPI DIT DLHC HCAP INTT ITIC KINS MDLY MOCO NTIP OCC PLPC PZN RILY SAMG STRL WILC
Interesting to use all those stocks in an in-list and selecting the 10 highest ranked using Greenblatt ranking system. Beats all individual ports with a 14.4% return over the last 3 months. Let’s see how this works over the next 3 months.
This is a buy-and-hold contest. You’re rebalancing weekly. - YT
Here are the results of the contest after 9 months:
Burd4: 26.04%
Kumar: 19.41%
sglinski: 18.26%
brianj999: 18.19%
mmasand: 14.20%
Yuval Taylor: 12.81%
tomanyi (list 1): 12.21%
judgetrade: 11.78%
Eddy Elfenbein (25 picks): 11.26%
PortfolioPerfection: 9.14%
tomanyi (list 3): 6.23%
SevenSisters: 5.58%
Marc Gerstein: 0.08%
azinvesting: -3.50%
Congratulations are due to Derek (Burd4), who has pretty much dominated this contest from the beginning. I don’t know how he picked his stocks, which were almost all microcaps, but my guess is that he paid attention to the standard sentiment and size indicators, TTM growth in earnings and/or free cash flow, price momentum, free cash flow to enterprise value (or something similar), and maybe the free cash flow to assets ratio.
Would be cool to see a comparison of each list of stocks (market cap, etc).
My stocks picks are largecap growth stocks influenced by work of
RIAs for many decades.
He is running 3 portfolios, the results are in attachment.
Largecap has unlimited potential less volatility.
Thanks
Kumar 
Hi Yuval,
Ty for the kind words. Simple buy rules
indWeight < 15
MktCap>=20 and MktCap < 350
AvgDailyTot(60) >( 50 * 1000)
#AnalystsNextFY > 0
Close(0) >1
Float > 2
Ranking system mostly value, 25% technical. I have to say excellent job with your guess. The size effect tends to outperform but is hard to trade in real life. I back tested this system and it averaged 30% yr with 1 year rebalance.
Derek
We have learned a lot in 2016 & 2017 on stock picking with help of p123 and community contest.
If we able to pick good liquid stocks manually for 1 year holding, it will build confident on our model design and our investments with money.
I start to stalking/screening for 2018 best 20 stocks competition with minimum avg 1 million volume.
believe, we need to spend 2 to 3 weeks hard work to pick the stocks; Christmas holiday and New Year time everyone busy with family and vacation.
So, I suggests to start screening now itself for the 2018 top 20 picks competition.
I also suggest to keep reasonable liquidity as everyone in p123 will get benefit from your hard work and successful ideas for 2018.
Also, spend time with our last year picks and analyze winners and losers; there is some lessons with winners to keep, there will be more lessons from loosers; how to avoid for next 12 months.
As P123 community, we will learn and grow successfully in positive direction on everyone contribution and hard work.
Imagine as we are money manager with 1 million dollar, now work with required steps and how to protect and grow our life time wealth for next year 2018. so, we will think more and more and will come-up with best 20 stocks,
There is no undo command in investments.
Thanks
Kumar 
I am very impressed with your results, Kumar.
I very much would like to keep the same rules as for last year. I invest only in low-volume stocks, you invest only in high-volume stocks. There’s room for both of us. So let’s keep the same rules: minimum price $1.00, minimum $50,000 ADT(60), minimum float 2 million. When you’re holding a stock for a whole year, slippage and transaction costs aren’t really problematic.
Yuval,
Please, post 2017 contest results in this thread.
Thanks
Kumar
My results were horrifying.
https://www.portfolio123.com/port_summary.jsp?portid=1468656
Actually the second half of the years was ok; the first half was a disaster. It was mainly a top down strategy that combined financials and cyclicals.
Oh well.
