2024 Perfect Portfolio Competition

[ken-do-nim]

(01-04-2024, 06:48 AM)rayray Wrote: I'll have my picks no later than this evening--I was prepping for this a few days ago and I don't know what I did with my list--I have a habit of writing my stock info on junk mail lol.


NVDA
MSFT
IBKR
TPL
ACLS (non-dividend pick)

ACLS is amazing!!! Up 587% the past 5 years. How do you keep finding these super-star stocks?

[rayray]

(01-23-2024, 09:11 AM)ken-do-nim Wrote:

(01-04-2024, 06:48 AM)rayray Wrote: I'll have my picks no later than this evening--I was prepping for this a few days ago and I don't know what I did with my list--I have a habit of writing my stock info on junk mail lol.


NVDA
MSFT
IBKR
TPL
ACLS (non-dividend pick)

ACLS is amazing!!! Up 587% the past 5 years.  How do you keep finding these super-star stocks?

I struggled with choosing a non-dividend payer as my 5th choice. 

ACLS at the time of "looking" decent PE to F/PE, okay Beta but a more than decent PEG. ROI/ROA/ROE, sales, profits all really good, the growth is there...but it got beaten up over the last few months--so I took a chance.

ACLS also showed up on 3 stock screens I use through my brokerage. That's important.

When one looks at the market and what certain sectors are doing compared to others, it's obvious we've been in a "Rolling Recession" for about two years now. Our news sources have become pathetic, and I don't trust any of them.

I noticed the recession when projects were getting delayed and or cancelled at work, and that was back in 2022/early 2023.

[lucas03]

Uff, I missed the start. My picks, if it's too late, add me to spreadsheet and add a note I don't participate pls. I'll at least check next year.

MMM
VICI
O
BMY
PYPL (growth)

[EricL]

(01-26-2024, 11:29 AM)lucas03 Wrote: Uff, I missed the start. My picks, if it's too late, add me to spreadsheet and add a note I don't participate pls. I'll at least check next year.

MMM
VICI
O
BMY
PYPL (growth)

You are added!

[ken-do-nim]

(01-24-2024, 06:25 AM)rayray Wrote:

(01-23-2024, 09:11 AM)ken-do-nim Wrote:

(01-04-2024, 06:48 AM)rayray Wrote: I'll have my picks no later than this evening--I was prepping for this a few days ago and I don't know what I did with my list--I have a habit of writing my stock info on junk mail lol.


NVDA
MSFT
IBKR
TPL
ACLS (non-dividend pick)

ACLS is amazing!!! Up 587% the past 5 years.  How do you keep finding these super-star stocks?

I struggled with choosing a non-dividend payer as my 5th choice. 

ACLS at the time of "looking" decent PE to F/PE, okay Beta but a more than decent PEG. ROI/ROA/ROE, sales, profits all really good, the growth is there...but it got beaten up over the last few months--so I took a chance.

ACLS also showed up on 3 stock screens I use through my brokerage. That's important.

When one looks at the market and what certain sectors are doing compared to others, it's obvious we've been in a "Rolling Recession" for about two years now. Our news sources have become pathetic, and I don't trust any of them.

I noticed the recession when projects were getting delayed and or cancelled at work, and that was back in 2022/early 2023.

Yeah, but I think the rolling recession is over now.  

I picked UPST for the 2nd year in a row as my non-dividend grower.  It is a total crapshoot, but I suspect in the second half of the year, when we have rate cuts, it will take off like a rocket.

[ken-do-nim]

I'm at 64.7%, all 5 of my picks are in the green, and I'm coming in 2nd ... RayRay came up with 3 doublers (!)

[EricL]

(12-15-2024, 05:15 PM)ken-do-nim Wrote: I'm at 64.7%, all 5 of my picks are in the green, and I'm coming in 2nd ... RayRay came up with 3 doublers (!)

Awesome job with the picks. Looks like it might come down the wire!

[ken-do-nim]

(12-16-2024, 03:04 PM)EricL Wrote:

(12-15-2024, 05:15 PM)ken-do-nim Wrote: I'm at 64.7%, all 5 of my picks are in the green, and I'm coming in 2nd ... RayRay came up with 3 doublers (!)

Awesome job with the picks. Looks like it might come down the wire!

Especially with Nvidia nose-diving lately ...

[rayray]

(12-17-2024, 08:49 AM)ken-do-nim Wrote:

(12-16-2024, 03:04 PM)EricL Wrote:

(12-15-2024, 05:15 PM)ken-do-nim Wrote: I'm at 64.7%, all 5 of my picks are in the green, and I'm coming in 2nd ... RayRay came up with 3 doublers (!)

Awesome job with the picks. Looks like it might come down the wire!

Especially with Nvidia nose-diving lately ...

Congratulations doing a great job!!

[ken-do-nim]

(01-01-2025, 12:20 PM)rayray Wrote:

(12-17-2024, 08:49 AM)ken-do-nim Wrote:

(12-16-2024, 03:04 PM)EricL Wrote:

(12-15-2024, 05:15 PM)ken-do-nim Wrote: I'm at 64.7%, all 5 of my picks are in the green, and I'm coming in 2nd ... RayRay came up with 3 doublers (!)

Awesome job with the picks. Looks like it might come down the wire!

Especially with Nvidia nose-diving lately ...

Congratulations doing a great job!!

You crushed it Ray!  66.36%!!  Despite Axcelis Technologies being a bust and Microsoft doing very little; Interactive Brokers which I have never heard of, Texas Pacific Land Corp which I know nothing about, and of course Nvidia knocked it out of the park for you.

I'm happy with 48.67% and second place and all 5 in the green.  Pulte Group was the big disappointment, but I didn't expect a housing stock bust in a year with rate cuts.  Can't make this stuff up.  Lilly slowed its meteoric ascent down as well.

[rayray]

Thanks Ken! Some of you guys were cathcing up there near the end.

Yea, Axcelis was a complete bust!

Interactive Brokers is actually a popular brokerage, maybe one of the more popular ones overseas.

[EricL]

You all want to do a 2025 contest?

I can get a new tab set up on the spreadsheet if people are interested. Can start it after market close on Feb 28?