Domain: tiger-web1.srvr.media3.us Let's do a top 5 equity portfolio for 2018 | Page 13 | Money Talk
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re: Let's do a top 5 equity portfolio for 2018

Posted on 2/15/18 at 8:29 pm to
Posted by LSUcam7
FL
Member since Sep 2016
8876 posts
Posted on 2/15/18 at 8:29 pm to
SPY works close to perfect when comparing to the index.
Posted by Moots
Gonzales, LA
Member since Nov 2007
979 posts
Posted on 2/16/18 at 8:08 am to
As of market close 2/15/2018



Top 48 Performing Stocks:
(Weight Watchers....WOW!)



Bottom 47 Performing Stocks:
(Looks like DPW and RIOT are making a come back... )

This post was edited on 2/16/18 at 8:40 am
Posted by b-rab2
N. Louisiana
Member since Dec 2005
12849 posts
Posted on 2/23/18 at 8:25 am to
lets get an update
Posted by leoj
Member since Nov 2010
3107 posts
Posted on 2/23/18 at 9:44 am to
Let’s not lol
Posted by LSURussian
Member since Feb 2005
134282 posts
Posted on 2/23/18 at 9:51 am to
As of close of trading February 22, 2018.

1 Zilla 17.62% FB 1.43% AMD 15.18% NTNX -1.22% GILD 10.83% WTW 61.88%

2 Who_Dat_Tiger 14.67% GOOG 5.76% MSFT 7.73% AMZN 27.01% NVDA 25.22% MU 7.61%

3 stout 14.04% MU 7.61% NVDA 25.22% LRCX 2.33% AMZN 27.01% JPM 8.04%

4 LSUtoOmaha 10.63% TAL 23.70% EDU -1.68% GOOG 5.76% FDX -1.65% AMZN 27.01%

5 TimeOutdoors 9.21% TLND 11.95% IRBT -15.22% PEGA 9.65% MA 14.43% NVDA 25.22%

6 b-rab2 9.18% V 5.76% BB 6.62% MTCH 30.82% FOLD 4.80% WM -2.09%

7 Costanza 9.11% GE -16.22% MSFT 7.73% V 5.76% BA 21.27% AMZN 27.01%

8 ynlvr 9.00% AUPH 20.53% IBM 0.82% ILMN 3.78% LXRP -5.33% NVDA 25.22%

9 oklahogjr 8.84% MSFT 7.73% WMT -6.06% ADBE 15.62% NOW 19.68% ADSK 7.21%

10 LSUcam7 7.62% CSCO 12.87% AXP -1.62% UNP -0.37% STLD 11.29% TGT 15.94%

11 bayoubengals88 7.13% AUPH 20.53% XXII -2.86% TSRO -26.52% FCAU 22.03% NTDOY 22.48%

12 Moots 6.37% SNE 10.90% AMAT 9.88% MU 7.61% TSCO -11.99% JD 15.43%

13 MontyFranklyn 6.06% V 5.76% AMZN 27.01% GOOG 5.76% BP -6.61% AXP -1.62%

14 FunroePete 5.11% MU 7.61% ADBE 15.62% XPO 2.15% AAPL 2.30% HD -2.14%

15 BullredsRus 5.09% AMZN 27.01% V 5.76% FB 1.43% BP -6.61% HD -2.14%

16 wutangfinancial 4.77% BB 6.62% MU 7.61% V 5.76% TGT 15.94% VRX -12.08%

17 LSURussian 4.52% AMZN 27.01% T -4.91% JPM 8.04% XOM -8.38% IBM 0.82%

18 Omada 4.47% ARRY 39.77% PATK -11.16% LL -24.05% JPM 8.04% PNC 9.74%

19 BananaPeel 4.10% JPM 8.04% HD -2.14% MU 7.61% FB 1.43% PYPL 5.54%

20 ATLsuTiger 2.29% AAPL 2.30% CRM 10.54% DIS -2.11% JNJ -7.02% MSFT 7.73%

21 jerryc436 1.90% VALE 14.31% FB 1.43% BABA 9.46% MLCO -4.39% CVX -11.33%

22 white perch 1.12% GE -16.22% T -4.91% AMZN 27.01% V 5.76% WMT -6.06%

23 CajunTiger92 0.69% XOM -8.38% IP 1.46% JPM 8.04% IR 1.26% FCX 1.05%

24 leoj -0.24% SLB -2.86% EMN 9.57% WHR -0.09% AAPL 2.30% CELG -10.14%

25 windshieldman -1.84% XOM -8.38% V 5.76% AMZN 27.01% BTI -9.82% EGO -23.78%

26 HYDRebs -2.25% BABA 9.46% ALXN -4.18% GS 2.62% IRBT -15.22% ALLY -3.91%

27 tyler perry -2.66% BRK.B 1.27% AAPL 2.30% FB 1.43% PG -11.27% JNJ -7.02%

28 rmc -3.42% BAC 7.35% JPM 8.04% XOM -8.38% CHK -19.19% T -4.91%

29 RedStickBR -3.43% BABA 9.46% PEGA 9.65% MIC -41.73% BMI 4.29% OZM 1.20%

30 dirtsandwich -6.28% WYNN -2.31% TSCO -11.99% CBS -7.93% TEP -12.18% UNH 3.01%

31 cave canem -6.69% GE -16.22% T -4.91% XOM -8.38% FDX -1.65% WYNN -2.31%

32 C -6.93% GE -16.22% T -4.91% BP -6.61% V 5.76% F -12.65%

33 ItNeverRains -32.25% RIOT -64.86% TEUM -9.18% DPW -46.11% SSC -39.26% FLEX -1.83%
Posted by LSUcam7
FL
Member since Sep 2016
8876 posts
Posted on 2/23/18 at 12:52 pm to
Top 10 again!





quote:

33 ItNeverRains -32.25% RIOT -64.86% TEUM -9.18% DPW -46.11% SSC -39.26% FLEX -1.83%




Posted by stout
Porte du Lafitte
Member since Sep 2006
180901 posts
Posted on 2/23/18 at 1:07 pm to
quote:

33 ItNeverRains -32.25% RIOT -64.86% TEUM -9.18% DPW -46.11% SSC -39.26% FLEX -1.83%



He still continues to impress
Posted by LSURussian
Member since Feb 2005
134282 posts
Posted on 2/23/18 at 6:55 pm to
As of close of trading 2/23/18.

1 Zilla 20.21% FB 3.87% AMD 17.41% NTNX 0.91% GILD 12.94% WTW 65.92%

2 Who_Dat_Tiger 17.34% GOOG 7.68% MSFT 10.45% AMZN 28.26% NVDA 27.17% MU 13.16%

3 stout 16.74% MU 13.16% NVDA 27.17% LRCX 4.91% AMZN 28.26% JPM 10.22%

4 LSUtoOmaha 13.97% TAL 30.76% EDU 2.07% GOOG 7.68% FDX 1.07% AMZN 28.26%

5 TimeOutdoors 11.90% TLND 13.79% IRBT -10.68% PEGA 12.94% MA 16.29% NVDA 27.17%

6 b-rab2 11.83% V 8.00% BB 12.35% MTCH 33.82% FOLD 5.91% WM -0.94%

7 oklahogjr 11.39% MSFT 10.45% WMT -5.93% ADBE 19.69% NOW 23.02% ADSK 9.73%

8 ynlvr 10.85% AUPH 23.62% IBM 2.35% ILMN 7.03% LXRP -5.92% NVDA 27.17%

9 Costanza 10.39% GE -16.28% MSFT 10.45% V 8.00% BA 21.52% AMZN 28.26%

10 LSUcam7 8.54% CSCO 15.64% AXP -0.16% UNP 0.65% STLD 10.06% TGT 16.52%

11 FunroePete 8.42% MU 13.16% ADBE 19.69% XPO 5.79% AAPL 4.08% HD -0.62%

12 Moots 8.37% SNE 11.75% AMAT 11.72% MU 13.16% TSCO -11.53% JD 16.73%

13 bayoubengals88 8.11% AUPH 23.62% XXII -5.00% TSRO -26.70% FCAU 22.37% NTDOY 26.27%

14 wutangfinancial 7.98% BB 12.35% MU 13.16% V 8.00% TGT 16.52% VRX -10.11%

15 MontyFranklyn 7.84% V 8.00% AMZN 28.26% GOOG 7.68% BP -4.59% AXP -0.16%

16 BullredsRus 6.98% AMZN 28.26% V 8.00% FB 3.87% BP -4.59% HD -0.62%

17 BananaPeel 6.98% JPM 10.22% HD -0.62% MU 13.16% FB 3.87% PYPL 8.25%

18 Omada 6.47% ARRY 41.80% PATK -10.30% LL -20.83% JPM 10.22% PNC 11.47%

19 LSURussian 6.04% AMZN 28.26% T -4.27% JPM 10.22% XOM -6.38% IBM 2.35%

20 ATLsuTiger 4.25% AAPL 4.08% CRM 12.45% DIS -0.24% JNJ -5.51% MSFT 10.45%

21 jerryc436 4.14% VALE 16.11% FB 3.87% BABA 12.10% MLCO -2.19% CVX -9.17%

22 CajunTiger92 2.31% XOM -6.38% IP 3.51% JPM 10.22% IR 1.08% FCX 3.11%

23 white perch 1.96% GE -16.28% T -4.27% AMZN 28.26% V 8.00% WMT -5.93%

24 leoj 1.69% SLB -0.58% EMN 11.66% WHR 1.66% AAPL 4.08% CELG -8.38%

25 HYDRebs 0.45% BABA 12.10% ALXN -0.55% GS 4.71% IRBT -10.68% ALLY -3.33%

26 RedStickBR 0.24% BABA 12.10% PEGA 12.94% MIC -38.07% BMI 5.02% OZM 9.20%

27 windshieldman -0.18% XOM -6.38% V 8.00% AMZN 28.26% BTI -6.28% EGO -24.48%

28 tyler perry -1.26% BRK.B 2.29% AAPL 4.08% FB 3.87% PG -11.04% JNJ -5.51%

29 rmc -2.22% BAC 8.50% JPM 10.22% XOM -6.38% CHK -19.19% T -4.27%

30 dirtsandwich -5.27% WYNN -0.57% TSCO -11.53% CBS -6.58% TEP -12.05% UNH 4.40%

31 cave canem -5.29% GE -16.28% T -4.27% XOM -6.38% FDX 1.07% WYNN -0.57%

32 C -5.85% GE -16.28% T -4.27% BP -4.59% V 8.00% F -12.09%

33 ItNeverRains -36.34% RIOT -63.84% TEUM -6.28% DPW -48.29% SSC -63.12% FLEX -0.17%
Posted by LSUcam7
FL
Member since Sep 2016
8876 posts
Posted on 2/23/18 at 9:24 pm to
So here’s a fun stat.

Just about 30% of the SP500 total return is explained by the parabolic moves in AMZN.

The valuation on AMZN is obscene. You pay ~$140 for $1 of expected earnings. Valuation is the weighing machine in the long run. Love Amazon as a company, but the stock is priced for absolute perfection.
Posted by CajunTiger92
Member since Dec 2007
2865 posts
Posted on 2/24/18 at 7:17 am to
quote:

Valuation is the weighing machine in the long run.


That’s exactly what I thought when I sold my shares of AMZN at around $400.
Posted by LSUcam7
FL
Member since Sep 2016
8876 posts
Posted on 2/24/18 at 8:26 am to
Can’t argue against that. But at a 700B market cap... I’m skeptical it can maintain the type of growth which is priced into the stock.
Posted by Moots
Gonzales, LA
Member since Nov 2007
979 posts
Posted on 2/27/18 at 7:57 am to


Top 48 Stocks:


Bottom 47 Stocks:
This post was edited on 2/27/18 at 8:46 am
Posted by LSURussian
Member since Feb 2005
134282 posts
Posted on 3/2/18 at 9:28 am to
A new leader. YTD returns as of 3/1/2018.

1 Who_Dat_Tiger 17.77% GOOG 5.57% MSFT 10.11% AMZN 29.33% NVDA 25.14% MU 18.70%

2 stout 17.19% MU 18.70% NVDA 25.14% LRCX 4.23% AMZN 29.33% JPM 8.53%

3 Zilla 16.96% FB 1.05% AMD 17.80% NTNX 3.32% GILD 9.90% WTW 52.71%

4 TimeOutdoors 15.73% TLND 25.61% IRBT -11.41% PEGA 23.01% MA 16.29% NVDA 25.14%

5 LSUtoOmaha 11.59% TAL 27.10% EDU -2.78% GOOG 5.57% FDX -1.25% AMZN 29.33%

6 oklahogjr 11.23% MSFT 10.11% WMT -8.85% ADBE 19.34% NOW 23.48% ADSK 12.06%

7 Costanza 10.48% GE -18.45% MSFT 10.11% V 8.01% BA 23.40% AMZN 29.33%

8 FunroePete 9.46% MU 18.70% ADBE 19.34% XPO 7.47% AAPL 5.63% HD -3.83%

9 Moots 8.97% SNE 12.26% AMAT 12.85% MU 18.70% TSCO -12.78% JD 13.83%

10 b-rab2 8.05% V 8.01% BB 8.68% MTCH 27.91% FOLD -4.38% WM 0.02%

11 LSUcam7 7.53% CSCO 17.68% AXP -1.46% UNP -2.33% STLD 7.23% TGT 16.52%

12 MontyFranklyn 6.78% V 8.01% AMZN 29.33% GOOG 5.57% BP -7.54% AXP -1.46%

13 BananaPeel 6.46% JPM 8.53% HD -3.83% MU 18.70% FB 1.05% PYPL 7.86%

14 wutangfinancial 6.16% BB 8.68% MU 18.70% V 8.01% TGT 16.52% VRX -21.13%

15 ynlvr 5.63% AUPH 15.01% IBM 2.55% ILMN 4.36% LXRP -18.93% NVDA 25.14%

16 BullredsRus 5.40% AMZN 29.33% V 8.01% FB 1.05% BP -7.54% HD -3.83%

17 LSURussian 5.31% AMZN 29.33% T -5.35% JPM 8.53% XOM -8.52% IBM 2.55%

18 ATLsuTiger 3.79% AAPL 5.63% CRM 13.71% DIS -4.05% JNJ -6.44% MSFT 10.11%

19 bayoubengals88 3.33% AUPH 15.01% XXII -10.36% TSRO -33.35% FCAU 18.78% NTDOY 26.58%

20 Omada 3.18% ARRY 35.31% PATK -11.52% LL -26.22% JPM 8.53% PNC 9.79%

21 jerryc436 1.31% VALE 12.26% FB 1.05% BABA 7.95% MLCO -5.01% CVX -9.71%

22 white perch 0.94% GE -18.45% T -5.35% AMZN 29.33% V 8.01% WMT -8.85%

23 RedStickBR 0.70% BABA 7.95% PEGA 23.01% MIC -36.92% BMI -0.15% OZM 9.60%

24 CajunTiger92 0.27% XOM -8.52% IP 3.67% JPM 8.53% IR -0.44% FCX -1.90%

25 HYDRebs -1.13% BABA 7.95% ALXN -1.79% GS 3.50% IRBT -11.41% ALLY -3.88%

26 leoj -1.46% SLB -1.85% EMN 9.11% WHR -3.68% AAPL 5.63% CELG -16.52%

27 windshieldman -1.78% XOM -8.52% V 8.01% AMZN 29.33% BTI -11.84% EGO -25.87%

28 tyler perry -1.80% BRK.B 4.53% AAPL 5.63% FB 1.05% PG -13.79% JNJ -6.44%

29 rmc -5.08% BAC 8.74% JPM 8.53% XOM -8.52% CHK -28.79% T -5.35%

30 cave canem -6.78% GE -18.45% T -5.35% XOM -8.52% FDX -1.25% WYNN -0.35%

31 dirtsandwich -7.00% WYNN -0.35% TSCO -12.78% CBS -10.22% TEP -14.25% UNH 2.59%

32 C -7.23% GE -18.45% T -5.35% BP -7.54% V 8.01% F -12.81%

33 ItNeverRains -34.33% RIOT -62.75% TEUM 10.14% DPW -53.27% SSC -66.38% FLEX 0.61%
Posted by castorinho
13623 posts
Member since Nov 2010
87113 posts
Posted on 3/2/18 at 9:33 am to
quote:

A new leader.
but it still hasn't rained...
Posted by LSURussian
Member since Feb 2005
134282 posts
Posted on 3/2/18 at 3:08 pm to
quote:

but it still hasn't rained...


Posted by Powerman
Member since Jan 2004
172179 posts
Posted on 3/2/18 at 3:27 pm to
Looks like I got in too late on this but one of my stocks would be crushing everyone in the top performing stock list
Posted by LSUcam7
FL
Member since Sep 2016
8876 posts
Posted on 3/2/18 at 5:39 pm to
Anything you can do I can do better.
Posted by Powerman
Member since Jan 2004
172179 posts
Posted on 3/2/18 at 6:05 pm to
Oh as a stock investor most of the people here would murder me. I happened to get extremely lucky on a couple. If I had any idea how lucky I would have invested much more.
Posted by FunroePete
The Big Cheezy
Member since Dec 2012
1531 posts
Posted on 3/2/18 at 6:20 pm to
you baws are fricked
Posted by Moots
Gonzales, LA
Member since Nov 2007
979 posts
Posted on 3/6/18 at 7:36 am to
@LSURussian....What am I missing???

I wanted to post an update but my %YTD returns have not changed for any of the stocks since you posted the results as of 3/1/2018.

Is this a Morningstar issue and you're seeing the same thing, or am I doing something stupid on my end?
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