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portefeuille (99.63)

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May 13, 2009 – Comments (47)

update for "the list"

12 weeks ago (February 18) I started a list of "caps"-style ratings.

I did not choose to start another "caps player" so I could include "ratings" for "not currently ratable" stocks and so I could "rate" more than 200 stocks at a time if I wanted to without "crashing the caps server".

I made 169 "outperform" "picks" between February 18 and March 12. The average performance of those picks is ca. +84% as of today.

March 12 was chosen as cutoff somewhat arbitrarily (I wanted to include the stock market low of March 6 and to give all picks some time "to develop").

The S&P 500 index opened at 791.06 on February 18 and closed at 750.74 on March 12. The index had its intraday low on March 6 at 666.79 and closed on Tuesday at 908.35 (+36.23% from the low).

It might be of some interest that you can have an 84% return with a well diversified portfolio that you buy "into" and "out of" the low.

I would say that some 80% of those picks were cases of "catching a falling knife" - maybe not such a bad idea after all (around 70% of my portefeuille picks fall into that same category).

(My best catch was GM on March 6, 11:43 AM, at $1.27 (#107). I know I was lucky but still ... 1.27 was the 52 week low and it stayed there for little more than a minute. GM is the only pick I have "ended" so far, at 3.06 (#274).)

Here is a list of the best and worst of those 169 picks (ticker and percentage change):

CENX 586
ACAS 552
MIC 322
BGP 305
HGSI 304
LVS 276
BCS 240
IO 231
LYG 226
FITB 216
ING 203
F 193
SEH 191
GMK 188
MTW 177
JBL 176
UNCFF.PK 174
HUN 173
CSE 172
EBKDY.PK 167
BAC 163
VVTV 159
IP 158
DOW 156
NVAX 151
CTV 147
XTNT 143
GM 141
HLX 140
GNK 140
C 139
EXAS 135
SWCEY.PK 131
EXPE 125
RBS 120
WFC 120
HL 120
JAVA 118
BLDP 117
HIG 116
VIP 115
ALU 115
WYNN 112
CX 109
SKX 109
TWI 108
AXA 107
JDSU 106
CDE 102
YMI 101
...
...
...
LNUX 11
UL 11
PTIE 7
RHIE 7
NG 6
SLV 4
VRUS 4
QGEN -1
OREX -3
M3V.DE -6
TSCM -13
UNG -19
ERPLQ.PK -67
SQNM -72

47 Comments – Post Your Own

#1) On May 13, 2009 at 5:01 AM, portefeuille (99.63) wrote:

sloppy use of copy&paste

here a somewhat better result (I hope):

 

update for "the list"

12 weeks ago (February 18) I started a list of "caps"-style ratings.

I did not choose to start another "caps player" so I could include "ratings" for "not currently ratable" stocks and so I could "rate" more than 200 stocks at a time if I wanted to without "crashing the caps server".

I made 169 "outperform" "picks" between February 18 and March 12. The average performance of those picks is ca. +84% as of today.

March 12 was chosen as cutoff somewhat arbitrarily (I wanted to include the stock market low of March 6 and to give all picks some time "to develop").

The S&P 500 index opened at 791.06 on February 18 and closed at 750.74 on March 12. The index had its intraday low on March 6 at 666.79 and closed on Tuesday at 908.35 (+36.23% from the low).

It might be of some interest that you can have an 84% return with a well diversified portfolio that you buy "into" and "out of" the low.

I would say that some 80% of those picks were cases of "catching a falling knife" - maybe not such a bad idea after all (around 70% of my portefeuille picks fall into that same category).

(My best catch was GM on March 6, 11:43 AM, at $1.27 (#107). I know I was lucky but still ... 1.27 was the 52 week low and it stayed there for little more than a minute. I have already "ended" some of my calls (for example GM on March, 22 at $3.06 (#274)).)

Here is a list of the best and worst of those 169 picks (ticker and percentage change):

CENX 586
ACAS 552
MIC 322
BGP 305
HGSI 304
LVS 276
BCS 240
IO 231
LYG 226
FITB 216
ING 203
F 193
SEH 191
GMK 188
MTW 177
JBL 176
UNCFF.PK 174
HUN 173
CSE 172
EBKDY.PK 167
BAC 163
VVTV 159
IP 158
DOW 156
NVAX 151
CTV 147
XTNT 143
GM 141
HLX 140
GNK 140
C 139
EXAS 135
SWCEY.PK 131
EXPE 125
RBS 120
WFC 120
HL 120
JAVA 118
BLDP 117
HIG 116
VIP 115
ALU 115
WYNN 112
CX 109
SKX 109
TWI 108
AXA 107
JDSU 106
CDE 102
YMI 101
...
...
...
LNUX 11
UL 11
PTIE 7
RHIE 7
NG 6
SLV 4
VRUS 4
QGEN -1
OREX -3
M3V.DE -6
TSCM -13
UNG -19
ERPLQ.PK -67
SQNM -72

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#2) On May 13, 2009 at 10:25 AM, goldminingXpert (29.67) wrote:

Slamming shut... you're down to #11 and we're only three days into the new bear move. You made a great run though--I'm shocked you got up to #2 before the turn.

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#3) On May 13, 2009 at 10:38 AM, REITDUDE (91.38) wrote:

 

wow

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#4) On May 13, 2009 at 10:41 AM, its007again (< 20) wrote:

I have been following you.  I am impressed.  You have been at the top for a while.  Enjoy your success.  Focus on the your original objectives.  I believe you did it for yourself ... you want to win this stupid thing.  You entered here on their site, accepting their rules & their measure of success.  You either make #1 or you do not.  I hope you are not rationalizing or getting distracted.  This is not easy.  I think you will do it before Fall 2009.  Please do not scew up, I base many trades on you.    

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#5) On May 13, 2009 at 10:44 AM, goldminingXpert (29.67) wrote:

Nice link, REITDUDE.

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#6) On May 13, 2009 at 2:39 PM, portefeuille (99.63) wrote:

Please do not scew up, I base many trades on you.

Well, I do not "endorse" that ...

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#7) On May 13, 2009 at 4:07 PM, GoodVibe4Ever (< 20) wrote:

Hans -

Keep at it buddy. Don't listen to the "drive by comments" that add nothing. There are some people here in Caps who should be separated from their keyboards. I am rooting for you not only to be a top player but to provide more value to many people's thinking.

Don't underestimate your knowledge. I look to you in high regard and would like to see more blogs that concentrate in trading than being top player or not. Best!

GoodVibe

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#8) On May 13, 2009 at 4:12 PM, portefeuille (99.63) wrote:

... and would like to see more blogs that concentrate in trading than being top player or not. Best!

You are right, and thank you!

trading update:

As can easily be seen I like biotech/pharma stocks lately

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#9) On May 13, 2009 at 4:13 PM, goldminingXpert (29.67) wrote:

Wait, you're Hanshauge too? How many freaking profiles do you need?

If you're referring to my comments Goodvibe, I've been getting "drive-bys" for the past two weeks from people including the multi-aliased person whose blog post I am now commenting on. If you go around bragging about how you're going to be #1, expect a little friendly ribbing when you fall from #5 to #11 in one day.

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#10) On May 13, 2009 at 4:47 PM, portefeuille (99.63) wrote:

Wait, you're Hanshauge too?

No, and my name is not Hans but somehow that name got established. I have 12 players, but only portefeuille, hdgf2 and hansschmidt are "serious"/active players ...

I've been getting "drive-bys" for the past two weeks from people including the multi-aliased person whose blog post I am now commenting on.

Was that so? Then that must have been to a high degree a case of misunderstanding ...

If you go around bragging about how you're going to be #1 ...

I would not necessarily consider anything I have written "bragging" ...

when you fall from #5 to #11 in one day. 

Things like that have happened to me quite a few times lately. It is due to the (EXCESSIVE) prominence that is given to the "accuracy" in the "rules".

 

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#11) On May 13, 2009 at 4:48 PM, portefeuille (99.63) wrote:

when you fall from #5 to #11 in one day. 

it is #13 now ...

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#12) On May 13, 2009 at 5:10 PM, anchak (99.86) wrote:

Hans.....I do not think most at CAPS understand the kind of strategy you are pursuing. GoodVibe and have discussed this amongst ourselves.

Please do not listen to "drive-by"s ......

Also man...I do not like the fact that you are trying to "swing-trade" in CAPS - man that's really painful...although I appreciate the candor and show of clarity.

As I said before - if you become bearish, maybe use one of your hedge portfolio profiles for shorting stocks you dislike - and do a blog on it - for transparency.

Rec from me! 

 

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#13) On May 13, 2009 at 5:13 PM, goldminingXpert (29.67) wrote:

I do not like the fact that you are trying to "swing-trade" in CAPS

What's wrong with it? It's how I trade in real life. I never buy & hold stuff.

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#14) On May 13, 2009 at 5:30 PM, portefeuille (99.63) wrote:

Also man...I do not like the fact that you are trying to "swing-trade" in CAPS - man that's really painful...although I appreciate the candor and show of clarity.

As I said before - if you become bearish, maybe use one of your hedge portfolio profiles for shorting stocks you dislike - and do a blog on it - for transparency.

okay. maybe I should refrain from making calls on leveraged/short/both ETFs.

I think I am no.1 considering only plain vanilla outperform calls by most "metrics that come to mind".

If I want to "defend" something, then I guess that should be it (my "outperform" no.1 "title" that is).

I might use hdgf2 for more calls on more "exotic" stuff and with a "short" term view, whatever that might be.

I might let hansschmidt "drift" along, just for those that keep saying how "unfair" it is to have more than one player. They can look at the hansschmidt player (the first player) and ignore all other players I have created.

And I will definitely not mention my "caps" playing if I do apply for a hedge fund job. This is really nothing to be proud of. 

I should start writing some good papers. That might be more "useful" (for the application and the world ...)

 

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#15) On May 13, 2009 at 5:53 PM, GoodVibe4Ever (< 20) wrote:

GMX - You took it little bit more than friendly ribbing. Hans has been getting some heat lately from people for no obvious reason (some are even racists). So my comment didn't mean you (alone). :)

The "drive by" are real nuisance and waste of energy to a blogger who would like to offer his/her opinion. Instead, they will have to respond to useless nonsense comments. I wanted Hans not to get distracted in that and keep up with his work here.

I think there's misunderstanding between both of you due to "a high degree case of misunderstanding". I believe Hans like to mention the FACT that most top players are truly stuck, which didn't go well with "touchy feelings" top players.

With all these huge swings in the last 6 months, they are where they were last November!! Something is wrong with that. It dents their credibility and ability to get their minds shift from being bears to anything else. One look to this portfolio will tell you that they were able to double their score if they were not afraid to take the other side of the trade they had in 2008 and brought them to where they are right now. This is not a blanket conclusion on all of them. I really don't follow their picks but I trust that Hans made very through check on ALL of them and I noticed since I joined Caps, they are where I came!

For Hans, the rest of his other Caps are not on my radar and I only consider this portfolio to be the legitimate one. The rest are experiments and this is his right. He was frank to come and say these are mine unlike many people who open different ids here maybe everyday just to catch a bottom. Ultralong is a possible one who is not able to close his bottom Ultras or even add the picks he pitches in his blog to his Cap! Talk about irony.

Hans - Will you have bearish calls here or you're still holding to only longs in this Cap? Don't stuck as well! :) And you didn't answer me before when I asked you about what do you trade in real life? You can skip the question if you don't want to say.

GoodVibe

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#16) On May 13, 2009 at 5:57 PM, anchak (99.86) wrote:

Hans...Do not refrain from making any calls - you are a very respected player in CAPS - thats what brings value. 

All the best on your papers - maybe I'll get an opportunity to read - and possibly undertstand them :) 

But yeah ..start moulding the players a little bit to conform to a strategy. The "green" strat on Portefeuille is good - Chris ( TMFSinchiruna) - does that too- hedging with Ultrashorts.

On job apps - well maybe someday CAPS will have "real bragging" rights - currently I think its only personal satisfaction and entertainment value.

GMX ....simple answer - too much weight to accuracy. Thus no way to rectify errors - and just keeping hanging on for - what HOPE! As I said to Hans - that is a potential disservice to the people who follow you.

In RLP - you can keep things manageable - and also change in value ( ie position value).

 

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#17) On May 13, 2009 at 6:15 PM, portefeuille (99.63) wrote:

Hans like to mention the FACT that most top players are truly stuck, which didn't go well with "touchy feelings" top players. With all these huge swings in the last 6 months, they are where they were last November!! Something is wrong with that. It dents their credibility and ability to get their minds shift from being bears to anything else. One look to this portfolio will tell you that they were able to double their score if they were not afraid to take the other side of the trade they had in 2008 and brought them to where they are right now.

This again reminds me of this (see comment #4 here):

On February 11, 2009 at 12:05 AM, foolsMeThrice (99.77) wrote:

... The top players here can't shift gears even though this is when your supposed to buy.  I don't know if you've noticed but their scores have mostly flatlined.  So in all of this turmoil, since October I've gone from 4000 points to 9000 caught up and passed those I thought were unreachable.  And I thought this was a bear market.

That was on February 11! The S&P had closed at 827.16 on February 10. Then it went to 666.79 and today closed at 883.92. 

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#18) On May 13, 2009 at 6:22 PM, goldminingXpert (29.67) wrote:

Well, if that's the standard, I will assume a lot of the negative comments about top players weren't meant to include me. In which case, I overreacted. Sorry portefeuille for being too harsh. I still think you'll have trouble once the bear market rally ends but we'll see. I enjoy having a competitive and active top 10.

FWIW: I was at 9500 points in February and 10,500 today. That is just about equal to my historical average as I've scored 10,500 points in nearly 2 years on CAPS amounting to about 6,000 points a year/500 a month. If I make 500 per month I'm happy. Over the February-May period, I've been netting 300 a month. However, hopefully the upcoming move down can spike my score to 12,000, I'd like to reach the next level.

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#19) On May 14, 2009 at 2:02 PM, portefeuille (99.63) wrote:

My "hedging strategy" implemented yesterday seems to be pretty effective. My point score hardly moves. help!

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#20) On May 14, 2009 at 4:59 PM, TigerPack1 (98.95) wrote:

Portefeuille,

What happened?

It looks like you shot yourself in the foot before we could get a chance in a few months to duel for first place!

CAPS "hedging" will ruin your accuracy score.  You (and every other player) have to be right 90% of the time, consistently, to get to first place now.  There is no room for error or game playing.  Either stick with the bull side completely or the bear side, not both at the same time, and let the chips fall where they may. 

Goodvibe is still trying to recover from some of his hedge plays earlier in the year.  And if the market happens to RISE from today's level, most all of his current 200 picks will be under water and tank his accuracy toward the 60%-65% "random" territory strategy many players unknowingly use, when they "lock-in" 5%-10% gains and roll into tons of new picks.

goldminingXpert, everydayinvestor, ultralong and bullmarketn09 may prove the only real competition for me in the end, depending on the market direction and my timing of new picks.

Carefully think through the potential impact of future picks if you want to say in the Top 20.

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#21) On May 14, 2009 at 5:48 PM, goldminingXpert (29.67) wrote:

Tenmiles is far more likely to be a long-term #1 than Ultralong or BullMarketN09. Untempered bullishness in a bear market doesn't lead to long-lasting results.

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#22) On May 15, 2009 at 3:26 PM, portefeuille (99.63) wrote:

#20 I am "in the lead" (#13 vs. #15) again. This "accuracy" ...

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#23) On May 15, 2009 at 10:09 PM, portefeuille (99.63) wrote:

I think I am done with these "top10" discussions (see comments #29 (and I am not even one of those "Americans" ...),31,34 here). Good comment by camistocks.

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#24) On May 15, 2009 at 11:45 PM, goldminingXpert (29.67) wrote:

I think I am done with these "top10" discussions

Will they resume when you re-enter the top 10? There does seem to be a correlation between the timing of these events.

The market has a way of humbling people who post stuff like this.

All that said, you definitely have made some great stock picks and your willingness to hedge will set you apart from the flash-in-the-pan bulls that enter and then rapidly leave the upper echelon of CAPS. I've said some nasty things about you and I'm sorry.

 

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#25) On May 16, 2009 at 12:05 AM, portefeuille (99.63) wrote:

No, the reason is the one described in comment #23 above. As you have noticed I am separated from the #1 spot by the "accuracy", not the point score and my goals were laid out here:

1) score leader position for 20 stocks at a time

2) making the SEC believe I have insider knowledge

3) a job offer from Renaissance Technologies

And please have a look again at this (it is the beginning of the post you mention in your comment #24 above:

 

come on stocks

give me the #1

I promise no "top fool" messages

#1) On May 12, 2009 at 10:16 AM, portefeuille (99.97) wrote:

my goals have not changed - just getting sick of these messages ...

 

That was a very "innocent" blog post, was it not? And, again as you might know, I was ranked #2 at the time.

And what I write in the blogs (my posts and my comments) should not be taken that seriously ...

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#26) On May 16, 2009 at 12:34 AM, goldminingXpert (29.67) wrote:

true true, just enjoying some friendly ribbing. As I said, I was too harsh on you, but that doesn't mean I'm not going to keep making jokes. ;) I see potential in you, and I hope you remain a worthy competitor for me into the future. I guessed you were just another mindless bull but I was wrong. Again, I apologize.

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#27) On May 16, 2009 at 12:47 AM, portefeuille (99.63) wrote:

I see potential in you, and I hope you remain a worthy competitor for me into the future.

Is that so? I am much better at other things (okay maybe not that many other things, but I am probably 10 times better at mathematics/physics than at finance/economics (whatever that means ...)).

Okay, then I assume that we can resume that "rivalry" in a little less verbal fashion ...

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#28) On May 16, 2009 at 12:50 AM, goldminingXpert (29.67) wrote:

Okay, then I assume that we can resume that "rivalry" in a little less verbal fashion

Yes, I regret the things I've said. I have so many foolish critics that I tend to lump in intelligence criticism into the foolish pile as well. You are an intelligent critic, and I respect that.

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#29) On May 16, 2009 at 6:08 AM, OctoStalin (47.82) wrote:

Portefeuille, how do you choose your picks? You make so many that I assume you can't be using qualitative data and your using some kind of quantative. Is it to do with betas?

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#30) On May 16, 2009 at 6:18 AM, portefeuille (99.63) wrote:

I guess you could say it is a both quantitative and qualitative analysis.

Maybe I should write a "pitch" or two sometime. I still have to write one for my "outperform" call on FACT here.

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#31) On May 16, 2009 at 9:17 PM, TMFUltraLong (99.96) wrote:

Ultralong is a possible one who is not able to close his bottom Ultras or even add the picks he pitches in his blog to his Cap! Talk about irony.

GoodVibe.... i really don't know where your attitude problem comes from but this is the 3rd thread now where I've had to deal with you belittling the fact that I'm in the top 10 and that my portfolio may not be genuine.

I apologize for being lucky enough to time the market bottom. I apologize for only having one portfolio despite you continuing to insinuate I have multiple players. I apologize for being so efficient in picking stocks that I've ascended to the top in such a short time. I apologize that my blog thread concentrates on analyzing as many stocks as possible and I wouldnt have ROOM to add them all to my CAPS port. In addition, they are merely opinions and are not to be taken as recommendations. I apologize that my real life trades may not reflect my CAPS portfolio, last I checked I didnt need to follow the two to the "T"

Does that about cover it for you man? Got that? No other portfolio, no reason to add any more picks just to please you, no irony, just a bit of good timing.

So tired of the attitude.....

UltraLong

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#32) On May 16, 2009 at 11:01 PM, GoodVibe4Ever (< 20) wrote:

Ultra long - 

First, I have no attitude problems.  I mentioned you only twice in the same day in the same breath for GMX to point out that his accusation towards Hans should be channeled towards a worthy target, which is your portfolio that fits like a glove.

I NEVER target people here who at the top or at the bottom and everyone know this very well including those who unjustifiably attacked me. I always keep my peace. This one might came across in a way that I never intended. I want you to know that very well. I don't target you as a person for I don't know you. You could be the nicest, coolest, and smartest person on the planet. Who knows? I targeted your portfolio with a fair comment.

UL, if you think with such Cap portfolio you could claim any trading/investing abilities, let me tell you that you are fooling no one but yourself. On the other hand if you're using this strategy for quick ascendancy to offer some value to others through your blogs, I am all for it. But you still can't claim that you are "SO efficient in picking stocks that you've ascended to the top in such a short time." This is why you seem to be kidding yourself.

1. You either picked the right day by TA, luck as you said or intuition or by many trials or whatever. This is not the point. The point that you failed to pick a single stock since the one day bottom and all you did that day is picking Ultra ETFs and that was it. So exactly where's the efficiency or the stocks you are talking about here?

2. You have 81 more rooms for more stocks but failed to pick a single one including those you pitch in your blogs. 81 spots are not enough? Rest my case.

3. You have no obligation to explain yourself and you are not picking stocks to please me or anyone but I still have the right to point out a FACT. I really don't know why I got myself into that to begin with but your Cap really stands out and I wanted to point this to GMX. You don't need to get all wrapped up when someone points something REAL to you unless it really hurts.

Again, I didn't mean to pick on your character but your portfolio is still either luck (as you said yourself) or a trial from many to pick the bottom. Because you said it's your only one, I'll take your word for it and I will say that was luck until proven otherwise, which time will tell. But until you start picking stocks with your "Ultra one-day wonder", I have the absolute right to ignore your portfolio and say so while carrying nothing towards you as a person.

I hope this find you well and at any rate consider this is my last time to mention you again if this will make you feel happy. Some people like this and I am a man who doesn't stand between people and what make them happy. 

Peace now, Mr. Lucky? By the way, this is a compliment in my world.

GoodVibe

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#33) On May 16, 2009 at 11:20 PM, TMFUltraLong (99.96) wrote:

I never said you had to pay credence to my portfolio, but the assumption that I created multiple ports bugged me. Of course I went ultra-etf, and heck yes I got lucky. Timing is always going to involve a mixture of skill and a hell of a lot of luck and you need both to succeed.

And just to confuse you I'll reply in a reverse order of how you rebuffed my comments above. There are other blogs since mid April where the question of "how many ports do i have" has come up by you, so that was the true beginning of my qualm, really nothing more than that. If you want to pick apart my portfolio, thats just fine by me. I don't see anything worthwhile to pick in my CAPS port here or in the future. I plan on simply using the blog features to put out some ideas, and those ideas will assuredly surpass 81 stocks. So enjoy continuing to pick apart the port and I'll see you at the top when things eventually go back to blind bullishness

PS... You want irony? I'm actually long the FAZ for just over the past week =)

UltraLong

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#34) On May 17, 2009 at 12:54 AM, GoodVibe4Ever (< 20) wrote:

There are other blogs since mid April where the question of "how many ports do i have" has come up by you, so that was the true beginning of my qualm.

ME! You are confusing me with someone else. The above comment here and in GMX blog the same day was the only time I mentioned you ever! Unless you bring me these comment from April, it's just your simple misunderstanding.

At any rate, can we move on now. I promised you to not bother you anymore. We are wasting our time here in nothing of any value. Congratulation on making the top fool in advance. And if you don't make it this time, I hope you will use this same Portfolio to achieve it any way with skill & Luck. Best!

Milk and honey? Carrot and peas? :)

GoodVibe

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#35) On May 18, 2009 at 2:37 PM, dwot (97.00) wrote:

You have done very well during the time I haven't been playing much.  I am impressed.  I was thinking about becoming more active again right about the time frame of your post.  I even did a post saying I'd start looking, but the market took off before I got around to looking and since then I have not liked the news at all.  I am thinking about red thumbing again, but I haven't been looking around enough to have a good sense about what's happening. 

I mostly just do short posts on things that catch my interest these days.  I found to write a post on an actual stock takes hours upon hours and when I was doing that I wasn't finding anything I liked.  But I was doing that when the market was high...

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#36) On May 18, 2009 at 2:49 PM, portefeuille (99.63) wrote:

Are you aware of this allstarportfolio thing? I should have written a "pitch" on the stock I have selected (FACT). I ended up writing very little (see comments #3,4 here). It would really take hours to prepare a "decent" one, I guess.

You should participate!

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#37) On May 19, 2009 at 1:30 PM, SuperPicks (29.19) wrote:

I like the allstarportfolio idea. 

I am now very short the market in CAPs as VIX (volatility index) hit 29 today.

My real life portfolio is a little short (equivalent of ~58%short/42%long).

If I see S&P 500 hit 940/950 again or if the market doesn't move much up or down between now through June 1, I'll start liquidating all my longs in the green & aim for ~67%short/~33%long.

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#38) On May 19, 2009 at 1:35 PM, portefeuille (99.63) wrote:

I like the allstarportfolio idea. 

Make your pick!

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#39) On May 19, 2009 at 10:04 PM, vmh104 (< 20) wrote:

Portefeuille, I'd like to know more details about "catching the falling knife" --Thanks

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#40) On June 07, 2009 at 9:10 PM, madcowmonkey (< 20) wrote:

what a waiste of a blog. portefuille puts up a blog about his picks ( good and bad) and I didn't see one comment about any of the picks, besides the one by portefuille and his FACT pick. I will sling mud this time and allow myself to call some of you derranged. I know port will link back to it in another link and I don't care. It's a stock picking GAME. port is right by saying that being on top in the caps game isn't really that big of a deal. For most players to get to the top, it would just be a waste of time.

How did you score 109 points on SKX? The chart follows the S&P.

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#41) On June 07, 2009 at 9:15 PM, madcowmonkey (< 20) wrote:

Sorry, dumb question with the SKX. What I meant was which profile and how many times was it picked. Are you counting two differnt profiles to get the 109. That would be hillarious. What a mind effe for somebody looking at stocks and players recent gains since march.

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#42) On June 07, 2009 at 9:17 PM, portefeuille (99.63) wrote:

How did you score 109 points on SKX? The chart follows the S&P.

do you mean SPY?

what a waiste of a blog.

I am really not sure, especially since you added 

I will sling mud this time and allow myself to call some of you derranged. I know port will link back to it in another link and I don't care.

Did I do something stupid or just the others? 

I know that a lot of what I post is very childish. People should ignore most of it and I should really stay more "focused".

 

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#43) On June 07, 2009 at 9:20 PM, portefeuille (99.63) wrote:

How did you score 109 points on SKX? The chart follows the S&P.

And those are percentage changes for the objects of my calls, not some kind of "outperformance" measure. There is no benchmark involved here.

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#44) On June 07, 2009 at 9:28 PM, portefeuille (99.63) wrote:

Maybe I should write a "pitch" or two sometime. I still have to write one for my "outperform" call on FACT here.

The "pitch" is here.

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#45) On June 07, 2009 at 10:17 PM, madcowmonkey (< 20) wrote:

......

WYNN 112
CX 109
SKX 109
TWI 108
AXA 107
JDSU 106
CDE 102
YMI 101

...... It is hyperlinked up top. Maybe I am reading it wrong, because of the Guiness:)

what a waiste of a blog.

I am really not sure, especially since you added 

I guess I mean a waste of comments. The blog started off "analyzing" picks or at least taking a look at them. I think you and anchak were the only ones adding anything relative to the blog. So the stupid was from the others not yourself.

I know that a lot of what I post is very childish. People should ignore most of it and I should really stay more "focused".

Do people even realize when you are talking smack? I actually enjoy the blogs and the titles "..." I laugh everytime I see them, because I know somewhere out there people are getting pissed:)

No benchmark, so it was hdfg2 or whatever the abreviation is for that player. Funny how it matched PurdueBeau.

 

 

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#46) On June 07, 2009 at 10:51 PM, Tastylunch (29.44) wrote:

d@mn that's impressive.

LOL @ comment #4

 

just curious Portefueille why did you pick FITB over HBAN? I went with HBAN in rl (sold a couple weeks back for a 100+ , I did not buy when it shows in my CAPS account)

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#47) On June 07, 2009 at 10:59 PM, portefeuille (99.63) wrote:

d@mn that's impressive.

I just found out that there is something wrong with the "performance lists"!

See comment #9 here.

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