Portfolio of the Week

[Gatorman]

POTW Next Week

For a change, I,ll start out in cash.

[Karel]

CELL for me please! And congratulations, MickeyMouse, great win!

Lye, I am distressed. We have hardly started the POTW+, and the averages go down the drain! Reset, start afresh. What now? The easy thing to do is start with the best 10 of the last period (Congratulations!), and then the first 10 after the first round, et cetera. But it looks rather dumb. For something like an "H" factor, a moving 13 week average would be a much smarter idea, but I am not going to compute it. It is your "H" factor, after all. You name it!

BTW, my Mechanical fund got trashed soundly, both by the POTW+ and the POTW. Because this is now a three way game (Is the POTW+ better than the POTW?), I award 2 points for the winner, POTW (2.8%), 1 point for number two, POTW+ (0.9%) and 0 points for number last, my MF (-0.2%).

POTW: 2
POTW+: 1
MF: 0

Regards,

Karel

[MickyMouse]

Lye, congratulation for a great quarter.

Just noticed that Spike had weeks of 15%+ gain. A heck of performance indeed.

Next week, SVVS long please. I pick it up from Doug's Friday MoMo list. Thanks.

Mickey

[scifos]

I'll start in Cash.

[jiesen]

CELL for me please! And congratulations, MickeyMouse, great win!

Lye, I am distressed. We have hardly started the POTW+, and the averages go down the drain! Reset, start afresh. What now? The easy thing to do is start with the best 10 of the last period (Congratulations!), and then the first 10 after the first round, et cetera. But it looks rather dumb. For something like an "H" factor, a moving 13 week average would be a much smarter idea, but I am not going to compute it. It is your "H" factor, after all. You name it!

BTW, my Mechanical fund got trashed soundly, both by the POTW+ and the POTW. Because this is now a three way game (Is the POTW+ better than the POTW?), I award 2 points for the winner, POTW (2.8%), 1 point for number two, POTW+ (0.9%) and 0 points for number last, my MF (-0.2%).

POTW: 2
POTW+: 1
MF: 0

Regards,

Karel

I like that idea very much, Karel. In fact, I'll volunteer to track the 13 week average on a biweekly basis. I'll call it the "K" factor. I think resetting the averages is a good idea to get the interest in the contest renewed, but keeping track of the last 13 weeks regardless is even better. Look for a "special K" factor as an added bonus, too. You'll be pleasantly surprised.

Congrats Lye on your outstanding performance for the quarter! Mickey is also HUGE!! Now let's see if you can both repeat that awesome perfomance.

Did I mention... start me in $$CASH$$ please!

[Karel]

I like that idea very much, Karel. In fact, I'll volunteer to track the 13 week average on a biweekly basis. I'll call it the "K" factor. I think resetting the averages is a good idea to get the interest in the contest renewed, but keeping track of the last 13 weeks regardless is even better. Look for a "special K" factor as an added bonus, too. You'll be pleasantly surprised.

Wow! That would be nice! But do you mean biweekly or semiweekly? I need a top ten every week, you know. And Lye's opinion counts too. Doesn't it Lye? You do have an opinion, don't you?

Regards,

Karel

[jiesen]

sorry, but I don't have time to do it semiweekly, and probably not weekly either. if you need your K factor each week, feel free to fill in the gaps for me!

[Karel]

Well, biweekly would be better than starting afresh every 13 weeks. We'll see when Lye pipes up.

Regards,

Karel

[Peter Hansen]

ARTG LONG For Me!

Sometimes you have to live on the edge........ARTG LONG for me......I think this Dark Horse is ready to run for the Roses! .......If I'm Lyin I'm Dyin !

[diogenes]

Long OVTI...............

[IIC]

Start me in cash Rob...IIC

[dmk112]

XOMA - Long

[sowersnc]

AMZN - Short

[Lyehopper]

I like that idea very much, Karel. In fact, I'll volunteer to track the 13 week average on a biweekly basis. I'll call it the "K" factor. I think resetting the averages is a good idea to get the interest in the contest renewed, but keeping track of the last 13 weeks regardless is even better. Look for a "special K" factor as an added bonus, too. You'll be pleasantly surprised.

Congrats Lye on your outstanding performance for the quarter! Mickey is also HUGE!! Now let's see if you can both repeat that awesome perfomance.

Did I mention... start me in $$CASH$$ please!

Thanks "J"

CooooooL idea with the "K" factor.... I like it!

[Websman]

I haven't had time to run the VTP....been spending too much time on business.

I'll take $$$CASH$$$