-
Punters' picks: Retail investors select their hot stocks for 2021 - NZ Herald
Also - as per DarkHorse request, here is a link to a spready showing the picks, along with a pareto curve showing the most popular. Note that I've excluded the 'backup' from this...
https://1drv.ms/x/s!AuUMI8ycnlsfh5F1...oEKYg?e=pQ8mhU
Attachment 12251
Last edited by Oliver Mander; 23-01-2021 at 04:09 PM.
-
Thanks Oliver. The article is behind a paywall. Is there a full transcript of that article? I presume given we are the subject of that article it would be ok to copy > paste it into here?
-
Originally Posted by Ferg
Thanks Oliver. The article is behind a paywall. Is there a full transcript of that article? I presume given we are the subject of that article it would be ok to copy > paste it into here?
Not sure the Herald would see it that way - is copyright to them (even if I wrote it).
The bones of the analysis are all in the spreadsheet above - one of the things in the article is the relative consistency of retail investor selections over 4 years, and it also highlights the picks of the individuals that topped the 2020 comp.
-
Entire article on content from this site and they couldn't even give one lousy backlink. Is that NZH editorial policy?
Last edited by Entrep; 25-01-2021 at 11:11 AM.
-
Originally Posted by Entrep
Entire article on content from this site and they couldn't even give one lousy backlink. Is that NZH editorial policy?
Herald premium isn't that bad and doesn't really cost much at all. I enjoy it. Got tired of clicking on articles and finding them locked
-
Originally Posted by Oliver Mander
Great job thank you Oliver.
-
Member
With NWF being on a fantastic run up, its no suprises to see the Top 5 players all holding NWF.
Position |
Portfolio |
Picks |
Cash Balance |
Unpaid Dividends |
Total Value |
1 |
Dassets |
NWF,WDT,WBC,SPY,STU,ANZ |
0 |
- |
12,143.24 |
2 |
gbogo |
NWF,MPG,IKE,SPY,TRU,SCT |
0 |
- |
11,805.50 |
3 |
Haewai |
ARB,CAV,NWF,SKT,WDT,GTK |
0 |
- |
11,553.69 |
4 |
Jantar |
NWF,HLG,GNE,OCA,HGH,SKL |
0 |
- |
11,551.43 |
5 |
Norwest |
ZEL,TWR,SKT,NWF,STU,OCA |
0 |
- |
10,956.70 |
6 |
Keerti |
OCA,HGH,HLG,MDZ,SKT,FNZ |
0 |
- |
10,798.21 |
7 |
Beagle |
HGH,HLG,OCA,TRA,ARV,GNE |
23.93 |
- |
10,774.21 |
8 |
Dlownz |
SKT,OCA,ZEL,WDT,GNE,PYS |
0 |
- |
10,754.49 |
9 |
Southernslim |
HGH,AIA,HLG,OCA,SKT,AIR |
0 |
- |
10,737.16 |
10 |
601433 |
FRE,OCA,FBU,EBO,CNU,SCL |
0 |
- |
10,729.37 |
-
Member
I notice that after 7 weeks, the top 5 picks have DROPPED in price by an average of about 8% since the 1st of January.
The first five of the bottom picks (AGL, CGF, CMO, FCG, KFL) have GONE UP by an average of more than 4%.
-
Interesting that NZX50 has dropped by 5.1% so far this year but 250 odd out of 360 are better than the market. I found when I was a fund manager that it actually came down to people. You can out-perform passive in NZ(and elsewhere IMO). The bulk of the studies do not serve NZ market well. However the gatekeepers like to believe the consultants because the gatekeepers generally have no clue and want to be able to defend either themselves or their distribution channels.
-
Interesting portfolio at the top of the table:
Screen Shot 2021-05-05 at 10.10.00 PM.jpg
Posting Permissions
- You may not post new threads
- You may not post replies
- You may not post attachments
- You may not edit your posts
-
Forum Rules
|
|
Bookmarks