And the winner is, drumroll please: ERIK OTTO!
(Unofficial) final report:
Well here it is. The end of the contest.
Congratulations to ERIKOTTO’s first place finish with a portfolio value of $139,870.47! He was ahead of second place ALONER by $18,597.00. In fact this year six portfolios out of fifteen made it into the black. And the only change in the top seven rankings was BLADERUNNER scootching up to fifth place (and into the black) for the year, thanks to it being a good week for JSPR! (No surprise there I guess.)
It says “unofficial” because though althoug all the built in sanity checks in the spreadsheet are glowing “green”, I usually want to poke around looking at various individual calculations before I feel like saying “that’ll do spreadsheet” and let it range free.
Thanks again to everyone for taking part.
More commentary to follow.
Report Time Ranges
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| Recent
| 12/22/2023
| 12/29/23
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| YTD
| 12/31/2022
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| Index Portfolios’ Performance
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| Symbol
| Recent P/L
| Recent %
| YTD P/L
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| ^IXIC
| $175.61
| 0.1%
| $43,423.11
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| ^NBI
| $1,871.45
| 1.8%
| $3,737.21
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| ^SPSIBI
| $1,885.55
| 1.8%
| $7,627.64
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| Share Performance
| Recent Performance
| YTD Performance
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| Top Five
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| Bottom Five
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| Top Five
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| Bottom 5
| Symbol
| P/L / Initial Price
| Symbol
| P/L / Initial Price
| Symbol
| YTD P/L / Initial Price
| Symbol
| YTD P/L/ Initial Price
| AVTX
| 179.4%
| DNTH
| -18.8%
| INZY
| 305.7%
| APTA.L
| -97.6%
| JSPR
| 55.7%
| NAUT
| -17.8%
| STTK
| 210.0%
| ACRS
| -93.3%
| PSNL
| 32.1%
| OMER
| -15.9%
| MOR
| 176.5%
| RGTPQ
| -92.3%
| STTK
| 23.0%
| INZY
| -15.2%
| LIAN
| 149.7%
| TCON
| -88.2%
| EYEN
| 22.1%
| CRIS
| -9.4%
| CABA
| 145.4%
| ALVR
| -86.7%
| Average and Median Portfolio Performance
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| Recent P/L
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| YTD P/L
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| Avg.
| Median
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| Avg
| Median
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| $3,563.03
| $1,742.02
| RAJU_BIJLEE
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| -$7,310.53
| -$15,188.33
| ARTHUR RADLEY
| Top Seven Portfolio Performances
| Top Recent Performers
| Top YTD Performers
| Contestant (Prev. Rank)
| Recent P/L
| P/L vs. ^SPSIBI
| YTD P/L (Rank)
| Contestant (Prev. Rank)
| YTD P/L
| vs. Top Portfolio
| P/L vs. ^SPSIBI
| Rec. P/L (Rank)
| 1 - BMAZ001 (15)
| $19,289.04
| $17,403.48
| -$21,445.44 (9)
| 1 - ERIKOTTO (1)
| $39,870.47
| ——
| $32,242.83
| $2,894.55 (5)
| 2 - BLADERUNNER (3)
| $9,640.21
| $7,754.66
| $2,554.73 (6)
| 2 - ALONER (2)
| $21,273.39
| $18,597.08
| $13,645.75
| $1,633.02 (9)
| 3 - ARTHUR RADLEY (9)
| $5,437.61
| $3,552.05
| -$15,188.33 (8)
| 3 - STEVE LOKNESS (3)
| $21,070.07
| $18,800.41
| $13,442.42
| $2,241.40 (7)
| 4 - RKRW (11)
| $4,754.13
| $2,868.58
| $19,290.81 (4)
| 4 - RKRW (4)
| $19,290.81
| $20,579.66
| $11,663.16
| $4,754.13 (4)
| 5 - ERIKOTTO (6)
| $2,894.55
| $1,008.99
| $39,870.47 (1)
| 5 - A.J. MULLEN (5)
| $7,094.79
| $32,775.68
| -$532.85
| $588.95 (12)
| 6 - DEW DILIGENCE (14)
| $2,778.58
| $893.03
| -$39,246.31 (15)
| 6 - BLADERUNNER (7)
| $2,554.73
| $37,315.74
| -$5,072.91
| $9,640.21 (2)
| 7 - STEVE LOKNESS (2)
| $2,241.40
| $355.85
| $21,070.07 (3)
| 7 - JACK HARTMANN (6)
| -$4,185.80
| $44,056.27
| -$11,813.44
| $940.75 (11)
| Top Portfolios’ Contents
| Top Recent Performance Portfolio (BMAZ001)
| Top YTD Performance Portfolio (ERIKOTTO)
| Symbol (Rank)
| Current Allocation
| Value/Total | ROI
| YTD Stock P/L
| Recent Stock P/L
| % Current Price Change for $1,000 P/L
| Symbol (Rank)
| Initial Allocation
| Value/Total | ROI
| YTD Stock P/L
| Recent Stock P/L
| % Current Price Change for $1,000 P/L
| AADI
| 10.0%
| 2.0% | -84.2%
| -$8,420.64
| $39.09
| 63.3%
| CABA
| 15.0%
| 26.3% | 145.4%
| $21,810.81
| $908.11
| 2.7%
| ACRS
| 10.0%
| 0.8% | -93.3%
| -$9,333.33
| -$12.70
| 150.0%
| DAWN
| 10.0%
| 4.9% | -32.2%
| -$3,215.61
| -$199.81
| 14.7%
| AVTX
| 10.0%
| 23.0% | 80.6%
| $8,055.56
| $17,944.44
| 5.5%
| FULC
| 10.0%
| 6.6% | -7.3%
| -$728.02
| $645.60
| 10.8%
| BCAB
| 10.0%
| 3.8% | -70.2%
| -$7,018.18
| $278.79
| 33.5%
| ICVX
| 5%
| 7.1% | 98.5%
| $4,924.43
| $100.76
| 10.1%
| ELYM
| 10.0%
| 9.4% | -26.4%
| -$2,643.05
| $217.98
| 13.6%
| INZY
| 5%
| 14.5% | 305.7%
| $15,285.71
| -$761.90
| 4.9%
| GTHX
| 10.0%
| 7.2% | -43.8%
| -$4,383.06
| $128.91
| 17.8%
| LIFE
| 10.0%
| 4.6% | -35.6%
| -$3,561.64
| $273.97
| 15.5%
| LIAN
| 10.0%
| 31.8% | 149.7%
| $14,972.07
| -$167.60
| 4.0%
| OCUL
| 10.0%
| 11.3% | 58.7%
| $5,871.89
| $1,138.79
| 6.3%
| LRMR
| 10.0%
| 14.0% | 10.2%
| $1,016.95
| $653.75
| 9.1%
| PDSB
| 10.0%
| 2.7% | -62.3%
| -$6,234.85
| -$272.73
| 26.6%
| PDSB
| 5.0%
| 2.4% | -62.3%
| -$3,117.42
| -$136.36
| 53.1%
| PRQR
| 10.0%
| 3.8% | -46.5%
| -$4,648.65
| $216.22
| 18.7%
| PIRS
| 10.0%
| 2.2% | -82.5%
| -$8,250.00
| $234.62
| 57.1%
| URGN
| 15.0%
| 18.1% | 69.1%
| $10,366.40
| $845.55
| 3.9%
| PRQR
| 5.0%
| 3.4% | -46.5%
| -$2,324.32
| $108.11
| 37.4%
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