[player24]

A couple simple observations:

At least one of us is trying to 'game' the competition by concentrating the entire portfolio in one high risk security (so far, so good). (All-in with a gut shot draw = high risk, high return potential...taking down the pot, in this case, is great - but it doesn't prove much in terms of ability.)

Nearly everyone is 100% long. Not many short sellers. Apparently, we believe that we should buy 'undervalued' stocks, but we are averse to selling 'overvalued' stocks. The net result, is that nearly every portfolio is sensitive to broad market moves (not exactly a hedge fund or trading strategy, but appropriate for investment portfolios with long-term horizons.)

Turnover is low, pretty much across the board. Risk is being managed via diversification rather than with stops (so far). Again, not very similar to strategies employed by professional traders (more similar to investors).