Groundhog Challenge: 2013 Results

Groundhog Challenge VII: Final Results (2013)

We’ll be reviewing the final results of the 2013 Groundhog Challenge and celebrating the achievements of the Broad Assets investment club of St. Louis, our group champions for the second year in a row and the king-of-the-hill finish by our friend, Andy Pagorek of Chicago, our individual champion for 2013.

Andy felt pretty good about his total return greater than 80% for 2013, until he saw the St. Louis group come in at over 110% for the annual contest. In a note he sent to me several weeks ago, he applauded the St. Louis gang for their repeat performance, acknowledging them in his perpetual quest for effective and successful long-term investing methods.

Join us for a FREE webcast where we’ll explore what worked and how our collective Groundhog Nation performed versus some celebrity rhinos. What didn’t work so well? Well, if confession is good for the soul, we’ll be visiting my selections that narrowly avoided finishing in last place for 2013. (In case you’re worried, I’m still near the top of the all-time leader board.)

Time: 10:30 AM ET (February 1)


Groundhog VIII: Join our next ‘Iditarod’

Entries from individual investors and groups (clubs) currently being accepted via the MANIFEST Forum and/or email to:

There aren’t many rules.  Participants select a minimum of five (5) stocks with a maximum of (20).  Selections are distributed in $1,000,000 based on stock prices on February 2, 2014. (1/31/2014)  The winner is the highest value on February 2, 2015.  An individual champion and group champion is crowned each year and all-time performance is also in focus.  (We have seven years under our belts now.)

Groundhog Challenge VIII (2014)

Bring out your best.

Groundhog VII (2013 edition) comes to an end on February 2, 2014. we have seen a number of photo finishes over the years in our annual stock selection challenge.

This will not be one of those years.Last year’s group champion, The Broad Assets investment club of St. Louis has dusted the field — and barring calamity and collapse at a couple of their key positions during January — currently has a 111% total return for 2013. (That’s NOT a typo) In similar fashion, Andy Pagorek of Chicago is up 82% for the individual championship. More on them to follow in the February newsletter.

For now, it’s time to start your Groundhog shopping for 2014. $1,000,000 is evenly invested in 5-20 stocks (or funds) on 2/2/2014 and we stand back and watch the selections grow for the next 52 weeks until the 2/2/2015 finish line. Five selections is the minimum … and yes, dividends are reinvested. This is a total return contest.

Individuals and groups are encouraged to join the fray. Discuss it during your January club meeting and either post your 2014 entry in the MANIFEST forum under the Groundhog Challenge or submit selections to BEFORE February 2, 2014.