2021 NZX Stock Picking Comp

[mikeybycrikey]

I might have to keep better track of the Sharesight email next year. I've got access to my Sharesight portfolio for the comp but can't see an overall page. I'm possibly just being a bit daft and not seeing something obvious.

[Oliver Mander]

Will see if I can figure out a way to resend them...!

[whirly]

I might have to keep better track of the Sharesight email next year. I've got access to my Sharesight portfolio for the comp but can't see an overall page. I'm possibly just being a bit daft and not seeing something obvious.

I've been in exactly the same boat all year.

Will see if I can figure out a way to resend them...!

This would be appreciated for sure. Cheers W.

[Oliver Mander]

Hi all...for those of you who have entered but lost the email link, head for Share Game and enter your email address. The good people at Sharesight will re-send the link.

[whirly]

Thank you Very much Oliver.

[iceman]

From NZ Herald today https://www.nzherald.co.nz/business/...PDJ6PDW5ZJ6IE/

For those not able to read it, we have a 6 months update as follows:
Forsyth Barr +20.7%
Jarden +19.4%
Craigs + 7.8%
Hobson Wealth +6.4%
HHG - 0.5%
MSL -1.6%
ST -7.0%

ATM has done a lot of damage to ST, MSL & HHG and overall we are bottom of the table :-(

[iceman]

From NZ Herald today https://www.nzherald.co.nz/business/...PDJ6PDW5ZJ6IE/

For those not able to read it, we have a 6 months update as follows:
Forsyth Barr +20.7%
Jarden +19.4%
Craigs + 7.8%
Hobson Wealth +6.4%
HHG - 0.5%
MSL -1.6%
ST -7.0%

ATM has done a lot of damage to ST, MSL & HHG and overall we are bottom of the table :-(

[Oliver Mander]

Mirrors the update I posted on the share game site (unsurprisingly). ATM and PX1 have had a big impact on the "collective wisdom" element. But some of the other trends are interesting - like 2/3's of the participants ahead of the NZX50 (its normally around 50%). The second element is the fact that many of us pick small-cap stocks - that helps to balance returns longer-term.

[Snoopy]

From NZ Herald today https://www.nzherald.co.nz/business/...PDJ6PDW5ZJ6IE/

For those not able to read it, we have a 6 months update as follows:
Forsyth Barr +20.7%
Jarden +19.4%
Craigs + 7.8%
Hobson Wealth +6.4%
HHG - 0.5%
MSL -1.6%
ST -7.0%

ATM has done a lot of damage to ST, MSL & HHG and overall we are bottom of the table :-(

These returns look a lot higher than the returns in the 'Sharesight' competition, the one that Oliver has so kindly reposted the link to. I am guessing that the 6 month returns have been annualised. IOW the +20.7% return for Forbarr is actually +10.35% over six months?

SNOOPY

[Beagle]

Forbar and Jarden have done well for their clients but the following posters have done better at the half way point. Congrats to all who are ahead of the leading brokers.

Position Portfolio Picks Cash Balance Unpaid Dividends Total Value
1 traineeinvestor AGL,ENS,GEN,STU,VTL,ARB 156.45 - 15,561.72
2 Timesurfer IKE,SKO,ENS,ATM,POT,ERD 41.89 - 14,448.48
3 Haewai ARB,CAV,NWF,SKT,WDT,GTK 12.80 - 13,409.11
4 Dassets NWF,WDT,WBC,SPY,STU,ANZ 90.12 - 12,966.46
5 601405 WDT,NZR,CVT,CAV,ARB,NTL 0.00 - 12,917.99
6 Do Dah IFT,RAK,TWR,SKL,STU,GNE 73.48 47.18 12,764.23
7 TheHunter ARB,NZR,STU,ZEL,WBC,MPG 158.74 - 12,747.19
8 Madame Selena IKE,TLT,IFT,GTK,RAK,AFT 27.54 - 12,741.44
9 Outbreak CAV,FBU,RAK,IFT,EBO,AIR 76.58 - 12,733.79
10 599031 STU,STU,STU,STU,STU,STU 87.17 - 12,560.29
11 Oracle of Naenae PEB,ERD,CVT,STU,RAK,FBU 17.43 - 12,467.57
12 rocketman MHJ,SKL,EBO,FRE,BGP,HLG 171.62 - 12,419.42
13 Lion IFT,MFT,FBU,SKO,VGL,MEL 54.81 - 12,349.50
14 Beagle HGH,HLG,OCA,TRA,ARV,GNE 222.55 - 12,277.92
15 Face IFT,VGL,FRE,MFT,ERD,HGH 56.23 - 12,273.39
16 Ballr ALF,APL,IKE,RAK,WHS,ERD 173.23 - 12,081.45
17 Diatribe ARV,HGH,MPG,NZR,STU,NPH 84.35 - 12,059.63
18 Sylvor KMD,WBC,MPG,HGH,SPK,CAV 175.17 - 12,031.38
19 Felix ARB,STU,AIA,MFT,ALF,EBO 17.44 - 11,975.35
20 offsider FBU,SKT,ERD,IFT,HGH,STU 99.64 - 11,957.73
21 killdevilhills ALF,ARB,HGH,QEX,WDT,CDI 44.84 - 11,953.84
22 JohnnyTheHorseHGH,TWR,ARV,HLG,MHJ,GNE 176.08 47.18 11,934.30
23 Jantar NWF,HLG,GNE,OCA,HGH,SKL 195.11 - 11,918.83
24 RedMe MHJ,WHS,PEB,KMD,TWR,ARV 187.54 47.18 11,850.14
25 LD_CHCH ANZ,BRM,WHS,RYM,STU,ZEL 278.92 - 11,789.16
26 JoeM ARV,OCA,KPG,HGH,SKL,FSF 164.80 - 11,770.10
27 601502 ARG,HGH,IFT,SKL,OCA,KPG 172.87 - 11,703.07
28 Hamish VGL,WBC,SKC,SKT,PPH,ZEL 59.89 - 11,642.0