Mutual fund managers make like a zillion dollars every year selecting stocks for portfolios that usually have a difficult time beating the general stock market. I believe that with a basic understanding of the stock market and some research in selecting a diversified portfolio of investments, non-professionals can be as successful as these highly compensated individuals. 

On this thread I am checking if anyone is interested in posting what their portfolio would include if they were running a mutual fund.

Here are the criteria: Pick between 50 and 100 stocks, ETFs, or funds (long positions only) before the end of the day on Sunday. Those picks will be tracked for one week and compared to the general stock market and reported on a regular basis. No trades can be made during the week. This will be repeated each week.

Anyone interested in trying to beat the professionals?

Effective 9/27/09 my selections for a mutual fund would include

 

See picks in post below.

Are there any price requirements like no penny stocks (over the counters, pink sheets). Are we supposed to mimic mutual fund managers with stocks that trade over $5/share? I'm still compiling my list so I just wanted to make sure there weren't any other rules or stipulations. And is this tracking of personal indices of weekly stock picks based on a point system?

Hey Rich, I used a 50 stock minimum limit, so if you want to throw in penny stocks, low price stocks, etc, --- go ahead. I figured we would weight each stock equally and then compare the total portfolio percentage change to a total maket index. Each stock would make up between 1 - 2% of the portfolio, so even a few wild penny stocks shouldn't have much impact. The goal is to see what others are thinking as well as to see if our screening strategies (as opposed to using just a few picks) can beat the markets. My portfolio will not be overly aggressive, but I think it will beat the general market (and most fund managers) over the long run.

Sounds like a plan, I'm gonna keep mine to a 50 stock minimum.

Most of these picks are from my Friday screens, with a few others that I think should do well over the course of a week.

CRBC CIT MRK SBUX BPOP USB VLO LSI SYMC ABT MCD TSO IP PCS MI HRB PNC SUN RDC SO BUSE CTL CMI RSH GIS XEL GENZ APOL WFSL CEPH DOV SUSQ SWY DTV CMCSA PG T FTR TDC YHOO EK HRS CL LLTC UUP PSQ SMN DZZ EDC

Looks like we have two in common Rich: IP and RSH. I guess that makes them a buy.

I picked up FDO and KR in my screens as well, just wasn't sure if I should run with those too. I saw SWY in the same screen as KR, SWY just looked like a better technical trade for the week as it has found support on its 50 day Moving average. FDO looked like it was severely oversold but still could have potential room to the downside (50 day MA getting ready to cross 200 day MA to the downside), might be a better short than long. But hey I could be completely off as I have been with my 1 a day picks lol.

I assume we are going by the Monday open and Friday close performances.

Sure, Monday morning through Friday close.--------------------------FDO has been close to the top of my screens for a while due to the oversold condition. Long term I think it'll be ok, but it may continue this trend down for a short time yet.

Rich - that's only 49 picks.  Do you have one more?

The following are the mutual funds for the week starting 9/28/09:

The goal is to beat the overall stock market as measured by the VTI (Vanguard Total Market ETF).

 

	KellyB Mutual Fund			Rich A. Fluent Mutual Fund
AAI	AIRTRAN HLDGS INC		ABT	ABBOTT LABORATORIES
AAP	ADVANCE AUTO PARTS		APOL	Apollo Group, Inc.
ACET	Aceto Corporation		BPOP	Popular, Inc.
ACF	AMERICREDIT CP		BUSE	First Busey Corporation
ACM	AECOM TECHNOLOGY COR		CEPH	Cephalon, Inc.
ADI	ANALOG DEVICES		CIT	CIT GROUP INC (DEL)
ADM	ARCHER DANIELS MDLND		CL	COLGATE PALMOLIVE
AER	AERCAP HOLDINGS N.V.		CMCSA	Comcast Corporation
AES	AES CORPORATION		CMI	CUMMINS INC
AET	AETNA INC. NEW		CRBC	Citizens Republic Bancorp, Inc.
AFL	A F L A C INC		CTL	CENTURYTEL INC
AGP	AMERIGROUP CORP		DOV	DOVER CP
ANR	ALPHA NATURAL RES		DTV	The DIRECTV Group, Inc.
ARRS	Arris Group Inc		DZZ	DB GOLD DBL SH ETN
AWH	ALLIED WLD ASSUR CO		EDC	EMERGING MKTS BULL3X
BAGL	Einstein Noah Restaurant Group,		EK	EASTMAN KODAK CO
BCR	BARD C R INC		FTR	FRONTIER COMMUN CP
BIG	BIG LOTS INC		GENZ	Genzyme Corporation
BP	BP PLC		GIS	GEN MILLS INC
BYI	BALLY TECHNOLOGIES		HRB	H R BLOCK INC
CHIC	Charlotte Russe Holding, Inc.		HRS	HARRIS CP
CI	CIGNA CP		IP	INTL PAPER
COCO	Corinthian Colleges, Inc.		LLTC	Linear Technology Corporation
COF	CAPITAL ONE FINANCIA		LSI	LSI CORPORATION
CRYP	CryptoLogic Limited		MCD	MCDONALDS CP
CTCM	CTC Media, Inc.		MI	NEW M&I CORPORATION
CVH	COVENTRY HLTH CARE		MRK	MERCK CO INC
CVS	CVS CAREMARK CP		PCS	METROPCS COMM INC
CYH	COMMUNITY HEALTH		PG	PROCTER GAMBLE CO
DELL	Dell Inc.		PNC	P N C FIN SVCS GR
DLM	DEL MONTE FOODS CO		PSQ	PROSHARES SHORT QQQ
EMS	EMERGENCY MED SVCS		RDC	ROWAN COS INC
ENDP	Endo Pharmaceuticals Holdings I		RSH	RADIOSHACK CORP
EXPE	Expedia, Inc.		SBUX	Starbucks Corporation
FCX	FREEPORT MCMORAN B		SMN	ULTRASHORT BASIC MAT
FDO	FAMILY DOLLAR STORES		SO	SOUTHERN CO
FEIC	FEI Company		SUN	SUNOCO INC
FSYS	Fuel Systems Solutions, Inc.		SUSQ	Susquehanna Bancshares, Inc.
GG	GOLDCORP INC		SWY	SAFEWAY STORES INC
GLBL	Global Industries, Ltd.		SYMC	Symantec Corporation
GLW	CORNING INC		T	AT&T INC.
GNK	GENCO SHIPPING		TDC	TERADATA CORP
HMA	HLTH MGMT ASSOC A		TSO	TESORO CORP
HUM	HUMANA INC		USB	US BANCORP
IP	INTL PAPER		UUP	PS DB USD IDX BL FD
ISIS	Isis Pharmaceuticals, Inc.		VLO	VALERO ENERGY CP
JBL	JABIL CIRCUIT INC		WFSL	Washington Federal, Inc.
JBLU	JetBlue Airways Corporation		XEL	XCEL ENERGY INC
JCI	JOHNSON CONTROLS INC		YHOO	Yahoo! Inc.
KR	KROGER CO
MED	MEDIFAST INC
MIR	MIRANT CORP
MO	ALTRIA GROUP INC
MON	MONSANTO COMPANY
NEU	NEWMARKET CORP
NFX	NEWFIELD EXP COM
NNI	NELNET INC
NSC	NORFOLK SO CP
NTWK	NetSol Technologies Inc.
NVE	NV ENERGY INC
OCR	OMNICARE INC
PCLN	priceline.com Incorporated
PDLI	PDL BioPharma, Inc.
PERY	Perry Ellis International Inc.
PFG	PRINCIPAL FINL GROUP
PHH	PHH CORP
PRAA	Portfolio Recovery Associates,
PRU	PRUDENTIAL FINCL INC
PRX	PHARMACUTICAL CO
RCII	Rent-A-Center Inc.
REV	REVLON INC NEW
RIMM	Research In Motion Limited
RSH	RADIOSHACK CORP
SEPR	Sepracor Inc.
SGP	SCHERING PLOUGH CP
STX	Seagate Technology.
SWKS	Skyworks Solutions, Inc.
SWM	SCHWEITZER MAUDIT
TGT	TARGET CP
TIBX	TIBCO Software, Inc.
TLVT	Telvent GIT, S.A.
TMO	THERMO FISHER SCIENT
TNS	TNS INC
TXT	TEXTRON INC
UNH	UNITEDHEALTH GROUP
UNM	UNUM GROUP
VGR	VECTOR GROUP LTD
VMED	Virgin Media Inc.
VZ	VERIZON COMMUN
WDC	WESTERN DIGITAL CP
WLP	WELLPOINT INC.
WLT	WALTER ENERGY, INC
WMS	W M S INDS INC
WMT	WAL MART STORES
WSM	WILLIAMS SONOMA INC
XOM	EXXON MOBIL CP

Based on the picks shown above, for 9/28 KellyB was positive 1.7%, Rich was positive 0.7% and the market was positive 1.5%.

 You are forgetting transaction costs

If I still need to add one I'll go with COST

Barboni, the transaction costs are included. We each started with a billion dollars. So with fees at $10 per trade my costs were .0001% so far and Rich's were half that amount. It's more fun to start with huge amounts of money so that we can buy entire companies and run them more profitably.---------------------- Rich, I will add COST starting today, ok?

For today, Kelly was up 0.2%, Rich was up 0.5% and the markets were down 0.2%.-------------------------In total, Kelly is up 2.0%, Rich is up 1.2% and the markets are up 1.3%. I will show individual stock returns at the end of the week.

For today, Kelly is down 0.3%, Rich is down 1.0% and the VTI is down 0.4%.------------- For the week Kelly is up 1.6%, Rich is down 0.1% and the VTI is up 0.9%.------------That CIT pick of Rich's has been quite active the last couple days.

For 10/1. Kelly was down 2.8%, Rich was down 2.7% and the market was down 2.6%.------------------For the week so far, Kelly is down 1.2%, Rich is down 2.7% and the market is down 1.7%.

For 10/2. Kelly was down 0.7%, Rich was down 0.8% and the market was down 0.6%.------------------ For the week, Kelly was down 1.9%, Rich was down 3.6% and the market was down 2.3%.

I'm having computer compatability issues and will have to wait until tonight or tomorrow night to post the detail results and my portfilio for next week.