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I might change my choices: but for now. I don’t own Tesla, but I am long Apple and Nvidia. If the rules allowed, I would put 100% in Nvidia.
Nvidia 60%
Tesla 20%
Apple 20%
Please add the following 5 stocks to my portfolio in equal weight. Thank you!
AMD
TEAM
META
GRAB
ALGN
MDT
Looks like you may have one too many stocks Sugarlandbubba. We have to pick between 3-5 stocks. I know I could have done more gooder in math in school, but I think I have my math right on this one.
Tom, please divide mine among the following 5, equal weight:
FCX
BCC
FSUGY
USLM
DIS
This is a repeat of my 2022 picks. I believe Disney will pick up the pieces and the materials market (copper/lumber/iron ore/construction materials) is still poised to go up markedly.
All equal weighting. Curious - do dividends get included? I'm assuming not?
For the first few years I calculated dividends. And in the end discovered it never really changed anything. But monitor things, and if your dividends end up being material, let me know and I'll factor them in.
For the first few years I calculated dividends. And in the end discovered it never really changed anything. But monitor things, and if your dividends end up being material, let me know and I'll factor them in.
That's a good change. Might be a good idea to wait until the end of the year and then figure them out for the top few players if the numbers are close.
Thanks again for running this game, Tom.
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