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The perfect 2019 port, a contest of sorts....
#11
MO, UTX, CMCSA, CVS and MRK
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#12
Here's my rough draft....

Tech- AAPL

Energy/Utility- XOM, CVX,NEE. If those are used up I'll grab a mid sized player that pays a qualifying DIV.

Pharma- Hmmmm?

Retail-HD maybe

High yielder- I am going to lay off T since I know it is a fan favorite here. Think I might do a REIT or financial that pays a stupid high DIV.

Industrial- Maybe CAT, DE, or MMM? I'm on the lookout for somebody to blow earnings due to trade war shenanigans because they will bounce before year end IMO.

That's six stocks so I'll cull one soon.

Short pick is going to be tough. I am leaning TSLA. I am going to be amazed if TSLA doesn't drop below $200 this year when the creative re-financing kicks into gear.
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#13
Short pick is TSLA
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#14
Is it cheating to short SVXY and essentially go long VIX?
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#15
You can go long or short any common stock that pays a 1.5% div for the sake of simplicity. No derivatives or funds of any kind. You know I want to enter all my long positions selling puts but I am making that illegal lol.
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#16
Fair enough. If I have to short a dividend-payer, that rules out TSLA. I'll go with APU. I'd say high odds that they cut the dividend this year and stock price drops another 20-30%.
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#17
Good point, TSLA off the list.  It's too easy to find a Nasdaq stock that ran 500% on hot air.  The Div rule makes it harder. Get bold and short an overvalued bluechip lol.

Is it obvious I am making this up as I go along lol?  I think this will be a fun thread if we revisit our initial stock premise every month or two.   We'll likely look brilliant and delusional along the way as the latest news pops. 

I am open to any suggestions for rules or additional pick opportunities.  I chose FEB 15 on purpose so we have time to sort it out.
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#18
My picks

MDT, VLO, BA, AAPL and NEE

I think we should pick different stocks. No two people should be able to pick the same name.
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#19
(01-25-2019, 03:44 PM)divmenow Wrote: My picks

MDT, SWK, DAL, VLO and NEE

I think we should pick different stocks. No two people should be able to pick the same name.

If folks are playing to win, they will likely seek to pick different stocks. I'd think the odds of outperforming are slimmer if your portfolio looks a lot like the other contestants'
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#20
(01-25-2019, 03:44 PM)divmenow Wrote: My picks

MDT, SWK, DAL, VLO and NEE

I think we should pick different stocks. No two people should be able to pick the same name. 
That would be easy if we were all in the same room picking stocks one by one like NFL owners draft the Heisman winner.  Smile  But we aren't so let's just work it out good enough.  Try not to make your entire port the forum fanboy list of T, MO, ABBV etc.  It will work out competitive enough as long as you don't have three identical stocks from somebody else's port.
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