Home GTBP Equity Fund Competition Beginning Jan 19, 2010
GTBP Equity Fund Competition Beginning Jan 19, 2010
Written by Rob Guerriere
Aug 14, 2008 at 07:55 PM
This is the 2nd annual competition. The GTBP Equity Traders began competing each with $100K. This competition is ongoing with an award of fine wine to the winner at the one year mark. You can read a short bio and see the trading portfolio below. Personally, as an active do-it-myself investor with a financial background, these guys have given me profitable trading ideas.
For most employed individuals and retired folks who don't have the time to do the research and watch the market all day long, you need an insightful money manager who you trust will invest based on your risk tolerance and future needs. These are not easy people to find and generally are not your relatives and friends. I talk weekly with two licensed financial advisors (also GTBP traders competing). Since I only trade for my own accounts, I have referred my family and friends to these two individuals. They are:
Make sure to check out the latest market forecast here
All the best,
Rob
Roger Berkowitz Portfolio Roger began investing when he was 8 years-old, schooled by Tony Cilufo and others at Steinhardt, Fine, Berkowitz and Company. He's never had a job investing and he knows enough to know that one shouldn't invest with real money unless one is working on it full time; that's why he likes investing games with play money. He looks for small companies that are exciting, either because they dare to change an industry or because they are distressed. Uluru has a host of revolutionary wound care products that may change the way we treat burns, scrapes, and bullet wounds.
1/19
Buy
ULU
40,000
$0.23
1/19
Buy
BYDDF.PK
2,000
$7.57
1/26
Buy
BYDDF.PK
1000
$7.10
2/1
Buy
INFN
2000
$6.85
2/1
Buy
YONG
2000
$6.80
2/1
Buy
NEWN.OB
2000
$6.65
2/5
Buy
YGE
500
$12.20
2/5
Buy
BLX
500
$13.50
2/5
Buy
ZBB
5000
$1.27
3/15
Sell
ZBB
5000
$0.95
3/15
Sell
INFN
2000
$8.25
3/15
Sell
BYDDF.PK
1000
$9.10
3/29
Sell
YONG
1000
$8.70
3/29
Sell
BYDDF.PK
1000
$10.50
3/29
Sell
NEWN.OB
2000
$7.25
3/29
Sell
YGE
500
$13.00
3/29
CASH
$78,298
YTD % return
11.02%
Net Liquid Value
$111,020
Updated
4/7
Keith Nash Portfolio
Keith is a computer programmer, blues guitarist, and a successful options trader. He came in second place in the first annual competition with a 15% return. His overall sentiment for the market is bearish. He sees further job losses, bank failures, and disappointments in the up and coming corporate earnings reports. As of today, he stated, “I would not touch equities with a 10 foot pole. Keith wishes the market would turn around but still expects a major correction yet to come.
2/1
Buy
SSO
100
$35.86
2/2
Sell
SSO
100
$37.00
2/2
Buy
SDS
100
$35.70
2/26
Sell
AIG
100
$25.00
3/1
Buy
SDS
200
$34.23
3/3
Sell
AAPL
100
$208.35
2/2
CASH
$65,279
YTD % return
(7.00%)
Net Liquid Value
$92,992
updated
4/7
Jon Nordhem Portfolio
Jon began his career as a trader at the Chicago Board of Trade. In the mid-80s Jon saw an opportunity with the re-development of Lincoln Park in Chicago and purchased a popular restaurant and bar called The Four Farthings. Jon was the winner of the first annual competition with a 22% return. Jon trades on a daily basis and generally sticks to indexes and recently ETFs. Currently his sentiment on the market is bearish.
2/4
Buy
SKF
1,500
$25.78
2/24
Sell
SKF
1,500
$23.09
3/10
Buy
JPM
1,500
$43.03
3/17
Buy
MGM
2,521
$12.42
3/17
CASH
$4
YTD % return
1.58%
Net Liquid Value
$101,579
Updated
4/7
Mark Flanagan Portfolio
Mark began his career as a young kid working on the floor of the New York Stock Exchange. He is a graduate of Northwestern University, has started and managed hedge funds and is currently a financial advisor for high net worth individuals.
1/19
Buy
C
15,000
$3.33
1/22
Buy
C
14,940
$3.32
1/22
CASH
$0
YTD % rtn wk
30.09%
Net Liquid Value
$130,089
updated
4/7
Glen Eichman Portfolio
R. Glen Eichman, BS, CFP®, is a Certified Financial PlannerTM and is widely
recognized and accepted by the business community as an authority on
asset allocation, business continuation, and estate planning. As
President and founder of Integrated Asset, he has brought together an
efficient and experienced team. Together the team provides a
comprehensive financial package that integrates the client’s personal
needs and objectives within a financial framework that balances risk
with return. Mr. Eichman earned a BS in Economics from the University
of Pennsylvania and graduated from the Wharton School of Finance and
Commerce in 1970. He became a broker with Alex Brown in 1976, and a
Certified Financial PlannerTM in
1987. Mr. Eichman is a Member of the of Financial
Planning Association (FPA) and the National Association of Life
Underwriters (NALU).
1/19
BUY
ALSK
1300
7.61
1/19
BUY
BAC
1000
16.26
1/19
BUY
EVEP
300
30.41
1/19
BUY
GE
500
16.44
1/19
BUY
LGCY
400
21.42
1/19
BUY
LLY
300
35.82
1/19
BUY
NRGY
300
36.63
1/19
BUY
UPL
100
52.56
1/19
BUY
WIN
1300
10.65
1/19
CASH
$7,017
YTD % return wk
5.88%
Net Liquid Value
105,844
updated
4/7
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Last Updated ( Apr 07, 2010 at 07:11 PM )
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