Can we be virtual fund managers?

Like every month/quarter or so, members can communicate to the community on how their strawman portfolio went during that month/quarter and some lessons they learned etc. Compare ourselves to a benchmark we set like ASX/S&P300 or S&P500? It would be interesting to see how we would react when the market tumbles or explode. It would be fun for new members, however we could be on the verge of giving financial advice.    

My monthly strawman portfolio commentary would go something like this:

"Blimey now that's a market correction! Growth companies with future growth priced by the market got wiped away in 3 trading sessions. My strawman portfolio lost around 10% this week with nearly all consitutents losing market value. So is it time to sell? Nope. In fact, I wished I had more cash in the strawman portfolio to buy more! The market dipped hard based on the yield expansion on the 10 year government bond from 0.5% to 1.6%. The types of investors that buy bonds have very large assets under management and they are the players that move markets. Hence, they have shifted away from equities and into bonds - that's my perspective on why I believe the market dipped. Nothing has changed on the fundamental value of the business. However, those business with future growth are no longer priced by the market which is a great opportunity for growth investors.  

I have learned 2 valuable lessons during my time in strawman; first lesson is that trimming your best ideas hurts your overall return, second lesson is that members who outperform hardly trade, but when they do trade they are very agressive during market corrections. Case in point Pointerra, Brainchip, Afterpay etc... There are members with 50%+ weighting on a single stock outperforming nearly everyone by a massive margin. I don't know if Oldscotch or SamBo are active in strawman but their last trades were 8 or so months ago and their portfolio is still 3x larger than the start of 2021. If they were active, they would be very agressive right now, buying more of their exisiting holdings or something new. 

I need to stop my habit of over trading unless it's to increase liquidity. Happy with my top 4 holdings, I will buy more Whispir as the current price is less than the SPP. The Marley Spoon trade was meant to increase liquidity to allocate more capital towards companies beaten up by the market. Ironically, Marley Spoon is one of the companies that got beaten, so it does not make sense for me to reduce weighting at a lower price point. I don't know if many retail investors are still selling, I will be doing the oppositie panic buying - not selling. Many in Strawman have rightly pointed out that great companies are now at bargain levels."                  

Hi Strawman,

Feature idea - Market capitialisation (and potentially other similar information) shown on company pages. Maybe it's only the way I look at a company but it would be handy to have the market capitialisation of a company on the company page. I think it would provides context to the users straws such as the size, P/E  and other quick valuation/multiple metrics to see if the company warrants further investigation. At the moment I browse Strawman with my broker or asx website up to help provide the context.

Cheers

Hey Strawman!

I thought it could be a cool feature to allow users to add a comment to their trades to provide insights and journal their decision. 

For example, I buy XYZ and can comment "buying to participate in a current trend, conviction 5/10" etc. 

Cheers, 

Is there any chance of having a 'contact member' section available for messaging? I'd rather look a fool in DM's than a public forum ;)