Post your best investment ideas for 2013!!! 3rd Quarter results posted!

Wingsrule

Since Baley must be napping, or shopping...

Post your picks for the best investment ideas for 2013!

Post your picks for standard, trackable, fungible securities with published prices before the calendar changes to 2013, and let them run throughout the year. The goal is highest % increase in one calendar year. One entry per person. Post them here or send a PM.

Same rules as last year. We'll start with a $9,000 portfolio (since it is evenly divisble by 2, 3, 4, 5, etc.).

To keep the list managable, try to limit yourself to 3 or at most 4 picks (naturally, performance of both good and bad picks will be "diluted" by diversification from more than one pick)

We'll assume even division among the assets, if more than one is chosen, unless some other proportion is specified before the deadline.

Any dividends will assume to simply received in cash on the date of payment, unless dividend reinvestment in the same security is specified. Stock splits, M&A, or other changes are accounted normally, as specified by the security.

We'll track the picks periodically throughout the year.

At the end of the contest, I will donate a 1 oz silver bar, ASE, etc. to the person with the lowest portfolio balance.

Here's to a profitable year, Have fun!

***Update 01/01/13 - I have read the interesting back-and-forth between Tigggs, cohodk and others and concluded that for the 2014 contest, there will be restrictions regarding selling naked puts and buying three quarters of a million shares of a stock with a price less than a penny. But for this year, anything goes.

fastrudy

Okay. Gold, Bacon (pork Bellies), Corn (feed corn) and one stock SWHC. Thanks for doing this Wingsrule, I appreciate it!

Pokermandude

Awesome, thanks for doing this again

55% silver, 40% gold, 5% platinum

$4950 silver
$3600 gold
$ 450 platinum

* fixed percentages so they total 100%. Thanks wings for the pm

zrlevin

I don't think it will do as well next year as it did this year, but I'm going to stick with my $9000 in Citigroup (C).

OPA

<< <i>I don't think it will do as well next year as it did this year, but I'm going to stick with my $9000 in Citigroup (C). >>



Good Luck with C. I hope you succeed, so I can finally dump mine.

$3000: FCSMF
$3000: AGQ
$3000 : CLCT


(disclosure...I personally own CLCT stock)

I'm tired of "playing" Blackjack....how about some 3 card poker?

calleocho

1/3$----NAV

1/3$----NFLX

1/3$----WAG

thank you!

Wingsrule

Pokermandude - check your math. When I went to school 45% + 40% + 5% was only 90%. Inflation, perhaps?

See, we're having fun already!

wayneme

admp stock 100%

DrBuster

How about live cattle and PRAN. 50/50

secondrepublic

VGSIX, the Vanguard REIT fund.

fastrudy

Can't fathom how many are putting all their eggs in one basket!

Justacommeman

<< <i>Can't fathom how many are putting all their eggs in one basket! >>



It's how many of these contests are won. Same with the ones offered on CNBC etc.

MJ

SlangNRox

I'll play.

1/3 WAG
1/3 CHK
1/3 BAC

jmski52

Since it's only a game/contest, I'm going with:

20% TTT

50% ULG

30% AGQ

Spooly

SLV - 35%
PGLC - 35%
MOO - 30%

Wingsrule is covering the Lowest Portfolio Balance. I will cover the Highest Portfolio Balance with a 1 oz ASE.


Do we have to hold the investments all year? Can you sell and book profits or losses? Then the cash has to stay in cash, you can't reinvest it.

DrBuster

Year long holds, that's the game spooly.

yellowkid

<< <i>VGSIX, the Vanguard REIT fund. >>



I like this pick too, I've increased my asset allocation here. I'm too diversified to play, I'm going with what has kept me afloat, a hefty part of my stock allotment ( funds actually, I don't buy single stocks any more) in dividend payers. Bonds restricted to TIPS and High Yield, I've done so well here that I can afford to take a hit. Small international stock exposure and my Gold and PM funds. More weakness in gold and I would buy physical holdings, my paper PM position is larger than I like.
I don't know how you guys put everything in one asset class, bbrrrrrr......

wayneme

its a contest and i'm playing more on this stock for real so figured it would be fun
as a side bar i rolled my funds out long ago this is house money
merry christmas to all and happy new year best of luck

SmallTownCoins

#3 100oz silver bars...$9,000.00. All in one basket, wish me luck. :-)

Mercfan

50% BAC
25% MT
25% FTR

cohodk

Last year I played to hit a grand slam, this year I'm going to play smart. Highest percentage return wins right?
My pick will be to sell the Apple January 2014 250 puts.




Edit to change from 350 to 250.

percyb

1/2 RAX
1/2 SAP

gsa1fan

CAG

V

BAC

Coulport

I'll go with:

FSPTX Fidelity tech
PPH Pharm. ETF
MON

Even allocation.

And thanks

gosteelers

I'll go with:

TSLA
SLV
ABX

Even allocation amongst all three.

Thanks!

razzle

1/3 each

PTTRX
MSLPD
SLV

biosolar

OK here goes

1/3---VRNG
1/3---CLSN
1/3---NBY

This will be fun, and I'll do some research on some of ya'll picks.

DoubleEagle59

Since no one has said it yet I'll go with 100% in Silver bullion. (today's price is $29.92 USD).

OperationButter

100% into QQQ Jan 2014 54 Put Link

Thanks for doing this, will be fun to watch!

Edit to change 53 to 54

OPA

<< <i>Since no one has said it yet I'll go with 100% in Silver bullion. (today's price is $29.92 USD). >>



You have to wait for next week. 2012 prices don't count

nibanny

Thank Wingsrule for doing this again!
It has been fun to watch, this year I want to be part of the game even though I know nothing about stock/investment!
This is the allocation of my 9,000 bucks:

AAPL $2500
Ag $3500
Pt $2500
FB $500

Good luck everyone!

Wingsrule

Spreadsheet completed up to here (including corrections issued by Pokermandude, cohodk and OperationButter).

pwrful4

1/3 silver bullion
1/3 F
1/3 chk

derryb

<< <i>Spreadsheet completed up to here (including corrections issued by Pokermandude, cohodk and OperationButter). >>


go ahead and put me at the bottom. That way it can only improve.

roadrunner

JAG 25%
CGR 25%
XRA 25%
KGJI 25%

renman95

100% AAPL

ksammut

New money being invested in 2013:

70% Silver
20% Gold
10% a junior mining company - Medinah Minerals - MDMN

I am staying away from equities. There may be a spike up once the fiscal cliff is settled but then reality will set in that we are still in deep #### and getting worse by the day because the problems were not solved. If there is a crash in equities, I will have lots of dry powder but at age 57, I am not going to put our good size nest egg in danger of a 2008 like fall in equites. I will wait until the dust settles.

Ken

jmski52

My pick will be to sell the Apple January 2014 250 puts.




Edit to change from 350 to 250.

Sounds like you expect a not-so-good market next year.

Tiggs2012

<< <i>Last year I played to hit a grand slam, this year I'm going to play smart. Highest percentage return wins right?
My pick will be to sell the Apple January 2014 250 puts.




Edit to change from 350 to 250. >>



Thats not a viable position to take given the limits imposed. Suggesting this position implies that you lack an understanding of how options work. You can't even sell to open 1 contract on AAPL without going over the margin req's needed. What level options activity are you approved at? Perhaps you meant a different order. If you thought AAPL will decline, a buy to open of 6 350 puts contracts could be done which would be 9k.

cohodk

<< <i>My pick will be to sell the Apple January 2014 250 puts.




Edit to change from 350 to 250.

Sounds like you expect a not-so-good market next year. >>



Being short puts is a bullish trade.

cohodk

<< <i>

<< <i>Last year I played to hit a grand slam, this year I'm going to play smart. Highest percentage return wins right?
My pick will be to sell the Apple January 2014 250 puts.




Edit to change from 350 to 250. >>



Thats not a viable position to take given the limits imposed. Suggesting this position implies that you lack an understanding of how options work. You can't even sell to open 1 contract on AAPL without going over the margin req's needed. What level options activity are you approved at? Perhaps you meant a different order. If you thought AAPL will decline, a buy to open of 6 350 puts contracts could be done which would be 9k. >>



Oh, how I love comments like this. The margin requirement for 1 short AAPL Jan 250 put is $2500.

FWIW---If AAPL is at about $500 this time next year I will have a return of about 98%. But like many have said before you, I don't know much.

HalfStrike

100% OMEX

wayneme

i hope next year new rules can't play it unless your really doing it huh
or at least stated would do it if could
then we'll see where this is really going don't have to be the amount stated just
skin in the game or want to have skin in the game
happy new years hope every one has had a happy holiday season

jfloomis3

Thanks for doing this for 2012, and 2013! I appreciate it!

I am going to go whole hog for Visa in 2013- did well in 2012.

My pick:

$9,000: Visa (V)

Happy New Year!

Jimmy L.

Mesquite

New at this, but here goes.

25% physical generic silver (bought and sold at melt)
25% ESR (iShares MSCI Emerg Mkts Eastern Eur Idx)
25% GDXJ (Market Vectors Junior Gold Miners ETF)
25% CS (Credit Suisse Group)

Wish me luck! Oops, I forgot this is a competition.

RedTiger

I'll make the same pick as 2012. My thinking is that it is my best idea for real money, not play money.

PERM is a permanent portfolio ETF. The downside to that is the 0.5% annual expense ratio (vs. more like 0.1 or 0.2 for the components). The bonus is that rebalancing is automatic, and the modest dividends are reinvested.

As for option trades, the margin requirements on short option sales depend on the exchange minimums, the particular broker, the trader's experience level and account size, and how the account is setup. A big baller such as Cohodk may well get that trade for $2500 margin, translating into 10x virtual leverage vs risk (full risk is $25000 if AAPL drops to zero), because he is a major player, with many years of experience. I'll leave it to the judges how to adjudicate and which opening price to use on what might be a thinly traded option. I am tempted to play the Price is Right game and take a slightly better trade in the same vein so I would edge him out if AAPL doesn't drop. That would be mean though, and many things I may be, but mean is not one of them.

I will make what I hope to be an educational post about the results of the DOW 30 vs. the 2012 contest picks, in a separate thread after the final results are in. I find it interesting, others might find it boring.

fishcooker

WFT

Mortgage the house. Maybe this will be the year they figure out how to count money, pay the bills on time, and avoid the tax problems.

It could happen.

Overdate

100%:

Buy January 2014 $32 call options on SLV.

Weather11am

50% Apple
25% Chipotle (CMG)
25% VPU

jmski52

Sounds like you expect a not-so-good market next year. >>

Being short puts is a bullish trade.

Don't confuse me with the facts. I'm confused enough already. I'm sure there's a reason you'd want to short some puts instead of just buying some calls, but I'll cross that bridge when I get to it.

cohodk

Redtiger..anyone can trade the aapl puts for the same margin requirement. It matters not the size of ones account.