No performance tracking. Looks like a one-off for them.
Here are my picks:
ABBV AbbVie Inc
AYI Acuity Brands Inc.
BOOM DMC Global Inc
CSCO Cisco Systems Inc
CTSH Cognizant Technology Solutions Corp
DLX Deluxe Corp
EBAY eBay Inc.
EBIX Ebix Inc
FAF First American Financial Corp
HCC Warrior Met Coal Inc
HI Hillenbrand Inc
HRB Block H&R Inc
HUM Humana Inc.
NUS Nu Skin Enterprises Inc.
PETS PetMed Express Inc
PGR Progressive Corp (The)
RHI Robert Half International Inc.
SNA Snap-On Inc
STC Stewart Information Services Corp
TUP Tupperware Brands Corp
The port is https://www.portfolio123.com/port_summary.jsp?portid=1595185
Jim
Here is my port.
P123 Stock Picking Contest: 2020 geov
https://www.portfolio123.com/port_summary.jsp?portid=1595221
Ticker Name
AFL AFLAC Inc
ALXN Alexion Pharmaceuticals Inc
AMGN Amgen Inc
AZO AutoZone Inc
BIIB Biogen Inc
CL Colgate-Palmolive Co
CMI Cummins Inc.
CSCO Cisco Systems Inc
EBAY eBay Inc.
EEFT Euronet Worldwide Inc
FNF Fidelity National Financial Inc FNF Group
G Genpact Ltd
HUM Humana Inc.
IBM International Business Machines Corp
IMO Imperial Oil Ltd
LMT Lockheed Martin Corp
LPLA LPL Financial Holdings Inc
MMM 3M Co
MRK Merck & Co Inc.
UNH Unitedhealth Group Inc
P123 Stock Picking Contest: 2020 Kumar - Large Cap Index
https://www.portfolio123.com/port_summary.jsp?portid=1595267
P123 Stock Picking Contest: 2020 Kiplinger’s 20 picks
https://www.portfolio123.com/port_summary.jsp?portid=1595268&st=1
Thanks
Kumar
2020 Competition Stock Pick List-Some of the portfolio need to be recreated to keep start for this year.
RTNL, mmasand
Please, create your live portfolio to include the list of 20 stocks on your forum postings.
So, you can participate.
Thanks
Kumar 
Here is my portfolio for 2020:
https://www.portfolio123.com/port_summary.jsp?portid=1595295
Ticker(“OXY,SLB,VAL,CIGI,DOOO,FICO,GIB,GLT,GSB,HURN,JOUT,KBAL,LAWS,LFVN,MANT,PCOM,SENEA,SPNS,UTI,VCTR”)
I keep the same small cap strategy of last year but I added three energy stocks (OXY,SLB,VAL) to the mix because I think this sector is going to perform a lot better than last year.
Happy investing in 2020!
Alright, I’ve recreated both of mine so the stats start with the new year. Read my previous post here for more details.
P123 Stock Picking Contest 2020 - bompus - QQQ Top 20 - https://www.portfolio123.com/port_summary.jsp?portid=1595319
P123 Stock Picking Contest 2020 - bompus - VTI Top 20 - https://www.portfolio123.com/port_summary.jsp?portid=1595320
Bompus,
Most of us uses your community Bompus ranking system for small cap, it is most successful community ranking system.
Thank you for your generosity.
Please, kindly help to share your experience over 14 years after get into p123.
Do you work in financial industry ?
Thanks
Kumar
kumar,
I created those ranking systems a long time ago and I’m sure they were most definitely curve-fit. I haven’t looked at the factors in a long time, but I do remember they all still made sense overall, so it doesn’t surprise me that the ranking continues to do well, most likely with small caps as that’s probably what I had tailored it to long ago.
Over the past couple years, I’ve completely transitioned to investing only in broad index ETFs such as VTI and QQQ, and some others to help strike a balance between return and risk. You can look at some of my designer models for more info. I created the designer models mostly to hopefully prove that index fund/ETF investing with some timing indicators to keep drawdown under control can keep up or beat the other designer models. Time will tell if my theory is accurate.
I don’t have any financial industry experience. I’m a web application developer actually. I started dabbling in investing when I was 18 years old, and have learned a lot over the years. I haven’t started seriously investing until the past couple of years and when I looked at the history of my stock strategies, I realized it’s a lot simpler and probably all equal to keep it simple and only hold a handful of ETFs for long periods of time.
And with that being said… good luck to all in the 2020 Stock Picking Contest!
After historic down week,
The 2020 portfolio performance for last 2 months; it is interesting to watch for this year.
On Taking Risks – Be Smart About It!
“Never test the depth of the water with both feet.”
The Right Company Will Bring You The Right Results
“It’s better to hang out with people better than you. Pick out associates whose behavior is better than yours and you’ll drift in that direction.”
I find mgerstein and stockmarket student (steve) are right company in p123 and deal with sp500 and large company where all the riches makes money every year.
It is hard to find and recognize RIGHT COMPANY with honesty in stock market.
mgerstein - mentoring in designing model right way using fundamental and save novice investor from costly mistakes.
stockmarket student (steve) - designing highly successful designer model with more liquidity, less turn over and less draw down. he uses fundamental and long term theme which he learn from his life time.
Yuvaltaylor(microcap) and Walter(Largecap) - sharing their success thru designer model.
Yuvaltaylor - More research always and out of the box ideas his areas is not limited to p123;
Kiplinger 20 stocks in 2020 competition his finding and Yuvaltayolor is initiator of yearly stock competition in Dec 2016.
I am directly benefited in this yearly stock competition and cultivating trading/investment patient for 1 year holding is not easy task.
This 1 week draw down and may be next 3 months draw down are temporary staying invested for long term is what makes is the great Mr. Warran Buffet;
Thanks
Kumar
Kumar,
I see my portfolio on the bottom of the list - no wonder as it is quite exposed to oil.
Interestingly your quote of Warren Buffet below (see attached) - both him and I bought Oxy in Q4 2019 - now worth around 60% less…
Sevensisters,
I have attended a 2 days bootcamp from a 1981 Standford MBA graduate and he is full-time investor cum trader.
His sage advice is stay away from Energy and RealEstate. as these industries are heavily manipulated by supply and demand by many countries. It won’t follow financial data.
Instead of buying stocks; he suggested owning energy company and real estate property if you want to allocate capital on these assets.
Mr.Warran Buffet methodology is value investing. I am immersed and drowned in value investing for many years.
It is for big money and life time investing like 10 years and 20 years horizons.
For individual investor, growth is right way to go.
Here, I am attaching for reference, value is buy beaten down stocks. as individual investor i can’t turn the beaten down stocks but Mr.Warran Buffet’s money flow can in 5 to 10 years time.
I don’t have his capital and patience to move the stocks.
====================================
It took me 11 years to understand,
the world’s investment noise to public is opened with
(1) Either Mr.Warran Buffet, Mr.Peter Lynch, etc., kind of investing, buy and hold like forever 10 years and 20 years horizon.
15%- 20% avg return over 20 years time as a world’s greatest investment record for multiple decades without emotion keep investing on good fundamental companies.
(2) Or Day trader/ Weekly trader/ Monthly trader who keep buying and selling without knowing anything just following all the news and following Gurus who are making a living on selling books and giving training for novice investors as day trading experts.
(3) But, the successful secretive investors are living between these 2 extremes without making any noise to the public. 5% to 10% of the elite investors.
I did lot of mistakes like
following Mr. Warren Buffet stocks for few weeks, few months to 1 years holding. It is intended for multiple years.
following day trader ideas for holding multiple months and 1 year and burn down.
One have to define time frame and his stock picking and mindset should be stable as 12 months holdings.
should not get compared and compete with day trader or Mr. Warren Buffet (Life time holdings as buying home/gold ornaments).
It is extremely hard to get rid of old habits and believe on new concepts and build new successful habits; It will take time, even years.
Here, i am attaching 2 screens. By sharing this value stock (OXY) vs growth stock (SHOP),
Hope, I will follow my rules with discipline and emotional control by sharing knowledge to you.
============ Value Investing for last 10 years under performed growth investing by 50% attached IVW Growth and IVE Value Performance chart for reference ==========
OXY will be great performer in 10 years time, if not in 10 years, at least in 20-30 year times,
at worst case, even OXY got bank corrupt; as holding 50+ stocks, it is only 2% of my assets.
That is value investing and Mr. Warren Buffet ideas.
Never loose money by selling stock on scary environment.
SHOP is growth investing. best performing sector Technology, best performing industry Software. SHOP - Online shopping. in current environment work from home and stay at home.
This growth stocks even looks attractive. Growth Story strengthen Growth Stocks further.
SHOP is my top performing pick for this 20 stocks pick competition for this year year 2020.
Growth idea is 180 degree paradigm shift in thinking process.
Warren Buffett — ‘Risk comes from not knowing what you’re doing’
It is applicable to me as well. I love to buy 52 weeks low and scare to buy 52 weeks high.
I am working on change my thinking process and attitude and go along and become comfortable to buy 52 weeks high and become successful growth investor.
All of my designer models are value based. I believed in value (Buy low and Sell High). but end up with Buying Low and Selling at Extremely Low as OXY chart.
while 2017, 2019 and 2020 my stocks picks are growth based manual picks. it performed better than most of the bench marks.
In 2018, i went with old habits picking bouncing stocks from 52 weeks low with good fundamentals and technicals. it performed worst than bench mark.
Writing journal is one of the best way to learn by one’s mistakes and one’s success.
As I am learning from your OXY energy stock experience.
I believe, my experience will helps you and others to learn as well.
YuvalTaylor ideas of this yearly stock picking competition makes me better investor over last 4 years period and stay aligning with 1 year sweet spot holdings.
Sorry, accidentally, i have attached the charts twice.
Thanks,
Kumar
Kumar,
I don’t know how long you are in the stock market but I have been in there since 2001, so long enough to see how things are going and to judge why one stock is a better buy than another. That is also the case with OXY which will emerge as a stronger player after the crisis and numerous bankruptcies in the shale oil sector.
Sevensister,
I am a first generation exposed to stock markets since March 2009.
I am engaged little more after joining with P123 for last 6 years.
I have learned technical analysis and growth stocks from very successful investors. (they started their investing at age of 16, now they are 70+).
I believe education from right people make me better investor.
I have find growth stocks and technical analysis is way to go for 6 months to 2 years holdings.
Here, VLO oil stocks chart for the illustration; I am looking for this kind of profits. and It is my trading plan.
It is Wyckoffian technical analysis the accumulation in the box and followed by a break out.
can you describe your trading plan on OXY chart.
Thanks,
Kumar
Seven sister,
I understand you took the nick name because of oil industry.
You never looked technical ? Here, 20 years for XLE energy sector.
I will buy oil stocks only, if XLE cross above 50% line in STO as shown in this chart.
Thanks,
Kumar
Kumar,
Good results! Did you pick the stocks for the contest based on charts?
Kumar,
you are using hindsight and even then you would not have made any money between 2016 and 2019.