What a difference a year makes. Last year, Julius and Rick managed to lose a little less than the pack. So far this year, there is only one (modestly) losing portfolio (-4%).
Erik (170%) is far ahead. Raul Prytog, R. Ranney, and Hopper are all 50%+. Three are up 40%, seven are up 30%, three are up 20%, seven are up 10%, and two more are above breakeven.
There are many picks in common. The leaders seem to be those who have avoided popular losers, like BTRN and REGN, and overweighted low-priced winners, like ELN and VPHM.
Not rational, in the real world, but low-priced zingers win stock-picking contests. |
