CFA society of Orange County (CFAOC)
Setting a higher standard for the Orange County investment community
CFA society of Orange County
Forum • Knowledge • Professionalism
Serving all investment professionals
working and living in Orange County

Rules and Entry Form
CFA Society of Orange County (CFAOC) members create a portfolio of 10 U.S. common stocks, ETFs, or ADRs listed on NASDAQ, NYSE or AMEX with prices greater than $10 per share. The mock portfolio weights each position equally; splits and dividends are accounted for in calculating portfolio performance.
Robert L. "Bob" Citron Award
In additon to whatever cash or gift prizes are awarded in any particular year, annual first place winers get to hold the prized Robert L. "Bob" Citron Award
pewter trophy cup for one year until the following year's contest winners are announced.
Stock Contest Winners
2007
Stock picks - 1st: Jessie Huang
Stock picks - 2nd: Scott Parent
Stock picks - 3rd: Dennis Baker
DJIA prediction: Eugene Takanaga
NASDAQ prediction: Vicky Yu
10-Year Treasury Bond Rate: Robert Lang
2006
Stock picks - 1st: Dave Little
Stock picks - 2nd: Dennis Baker
Stock picks - 3rd: Chin Wang
DJIA prediction: Marr Leisure
NASDAQ prediction: Steven Soloman
10-Year Treasury Bond Rate: Dennis Baker
2005
Stock picks - 1st: Gideon Bernstein
Stock picks - 2nd: Joe Annoni
Stock picks - 3rd: James Dudnick
DJIA prediction: Tres Heald
NASDAQ prediction: Tim Knepp
10-Year Treasury Bond Rate: Dennis Baker
2004
Stock picks - 1st: Marr Leisure
2003
Stock picks - 1st: Russ Murdock
2002
Stock picks - 1st: Paul Wendee
2001
Stock picks - 1st: Steven Check
2000
Stock picks - 1st: Steven Check
1999
Stock picks - 1st: Rick Keller
1998
Stock picks - 1st: Dan Schoessow
1997
Stock picks - 1st: John Kleponis
1996
Stock picks - 1st: Steven Check
1995
Stock picks - 1st: Sherry Adler