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

CFAOC Annual Stock Contest

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.

The contest runs annually from closing price on December 31 to closing price November 30.
Prizes are awarded. Click here for an ENTRY FORM.


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