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  1. #81
    CEO, NZ Shareholders Association
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    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.

  2. #82
    Contrarian Investor Ferg's Avatar
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    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?

  3. #83
    CEO, NZ Shareholders Association
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    Quote Originally Posted by Ferg View Post
    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.

  4. #84
    Senior Member Entrep's Avatar
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    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.

  5. #85
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    Quote Originally Posted by Entrep View Post
    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

  6. #86
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    Quote Originally Posted by Oliver Mander View Post
    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
    Great job thank you Oliver.

  7. #87
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    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

  8. #88
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    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%.

  9. #89
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    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.

  10. #90
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    Interesting portfolio at the top of the table:

    Screen Shot 2021-05-05 at 10.10.00 PM.jpg

  11. #91
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    Quote Originally Posted by traineeinvestor View Post
    Interesting portfolio at the top of the table:

    Screen Shot 2021-05-05 at 10.10.00 PM.jpg

    Refer post #70

  12. #92
    CEO, NZ Shareholders Association
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    Quote Originally Posted by traineeinvestor View Post
    Interesting portfolio at the top of the table:

    Screen Shot 2021-05-05 at 10.10.00 PM.jpg
    Mark Malpass, CEO of Steel and Tube, will be pretty happy with that. Suspect that diversification might still be the better option in the long run...

  13. #93
    ... have power to make you great
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    The nz herald headline reads "What makes women better investors than men"

    Paywalled:
    https://www.nzherald.co.nz/personal-...ectid=12441165

    My immediate instinct was 'yeah sure!... sexist'. I have not read the article yet so dont know whats their reasoning.

    Sorry this is off-topic, but I thought as you all are competing for the best return you will have insight on this. Girls will beat the boys?
    Last edited by Habits; 12-05-2021 at 01:29 PM.

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