2021 NZX Stock Picking Comp

[SouthernSlim]

Hi Oliver i put in an enntry for 2021 competition but have not had any communication regards my entry and dont have a link .can you lead me in the right direction,Thanks Southern slim

[Tomtom]

Broker Picks;
Forsyth Barr,...Hamilton Hindin Greene.......,Hobson Wealth....Sharetrader......Craigs...........MSL... ......Jarden
KMD......................EBO...................... .........RYM...................ATM................ EBO...........AFT.............SPK
GNE.......................MFT..................... ..........SPK....................PEB.............. ..FPH............AIA.............MFT
SPK.......................RYM..................... ..........WHS...................OCA............... MCY............HGH...........EBO
EBO......................SPK...................... ...........ATM...................PLX.............. ..MFT............PX1.............ZEL
SKL.......................ATM..................... ...........SKO....................MFT............. ..RYM............PIL..............TRA.

2020 results.
Forsyth Bar -1.5%..HHG..13.7%.HW 14%..ST 25.2%..Craigs 21.3%..MSL. 21.1%.Jarden.. 15%

Seriously, not even one was willing to take even a slight risk?

Entered of course. 🙂

[airedale]

Hopefully not too late as the NZX is still closed today.
SKT
VGL
KMD
SML
AIR
Discl..The Dogs Of The Dow Theory

[ratkin]

Seriously, not even one was willing to take even a slight risk?

Entered of course. 

If you want to win these things you have to pick a few of the really small companies, capable of huge percentage gains (or losses)
I never do very well as just pick the stocks I actually own.
Last year went WHS EBOS SUM IFT Cash. Which was pretty much my NZ portfolio. They all did well, but I was still way down the list with a 20% gain.

The brokers face similar issues which is why their selections are seen as boring. They tend to pick the stocks they recommend to their clients, which are generally the steady investment stocks.

[Oliver Mander]

Hi Oliver i put in an enntry for 2021 competition but have not had any communication regards my entry and dont have a link .can you lead me in the right direction,Thanks Southern slim

Hi Southern Slim...entries closed last night, so will collate everything today and you should get the link soon!!

[Oliver Mander]

If you want to win these things you have to pick a few of the really small companies, capable of huge percentage gains (or losses)
I never do very well as just pick the stocks I actually own.
Last year went WHS EBOS SUM IFT Cash. Which was pretty much my NZ portfolio. They all did well, but I was still way down the list with a 20% gain.

The brokers face similar issues which is why their selections are seen as boring. They tend to pick the stocks they recommend to their clients, which are generally the steady investment stocks.

Agree with ratkin's assessment. Risk / return, plus a longer-term investment outlook affects the overall outcome. Generally, the 'sharetrader' group tends to have a slightly riskier outlook in its picks, although even that is obviated when you 'aggregate' across the herd for the most popular selections.

[Snoopy]

If you want to win these things you have to pick a few of the really small companies, capable of huge percentage gains (or losses)
I never do very well as just pick the stocks I actually own.
Last year went WHS EBOS SUM IFT Cash. Which was pretty much my NZ portfolio. They all did well, but I was still way down the list with a 20% gain.

'Snap' ratkin. Got a 20% return myself in the 2020 competition although without picking 'cash'. That means your share returns were consummately better than mine. So I would say to you, very well done!

Like you I pick representative shares that I actually own. I see no purpose in trying to 'win' the competition because, as you point out, this would generally require extreme risk taking which you can do in a competition because there is no real downside if you get it wrong. But if you just regard the competition as a bit of fun, there is of course nothing wrong with 'playing to win'. I use the competition to track my returns during the year, and that it does for me very well.

SNOOPY

[Tomtom]

If you want to win these things you have to pick a few of the really small companies, capable of huge percentage gains (or losses)...

Just register yourself a few times if you are really desperate to win.

Some of the usernames people have input are quite entertaining. I'm learning a lot from Urban Dictionary today!

[777]

What is this entry trying to tell us?

599031 STU,STU,STU,STU,STU,STU

[davflaws]

I have been a "buzz hunter" all my adult life, but the risks I take are (almost) all calculated ones. All my picks every year are shares that I actually hold in my portfolio of 8. In 2020 I got lucky.

For 2021, I think OCA is likely to better than SUM, and SKL and HGH (my other two holdings) also seem unlikely to rocket away from their currently gratifyingly high prices. We shall see!

GLTAH

[newtrader]

Are all entries publicly available somewhere?

[Ferg]

Thanks for setting this up. Some quick and dirty stats:

352 entrants
125 unique stock picks

Top 5 picks:

• ATM 137 including 12 as backup
• OCA 117 including 8 as backup
• PEB 92 including 5 as backup
• PX1 82 including 8 as backup
• MFT 77 including 10 as a backup

Top 5 make up 24% of all picks, top 10 is 39%, top 15 48%, top 20 55% and top 25 is 61%. We aren't quite getting the 80/20 Pareto principle given 25 is 20% of 125 unique stocks picked.

New listings did not fare well:

• RUA 2 picks
• HMY 7 picks (ranked 74th equal)
• NZL and RAD each had 1 pick

Top 10 entities by market capitalisation did not fare well either, other than ATM and FPH which made the top 10:

• WBC ranked 35th with 17 picks
• ANZ 36th= with 16
• TLS 111st= (1 pick)
• MEL 54th= with 11
• FPH 10th with 58
• AIA 18th= with 31
• AFI = nil
• MCY 46th= with 13
• ATM 1st with 137
• SPK 21st= with 28
• FCT = nil
• RYM 21st= with 28

That is 12 but I added 2 given AFI and FCT have zero picks.

Most popular of the 2020 underperformers:

• SKT with 60 picks (ranked 9th)
• SML & VGL 24 picks each
• KMD 22 picks
• GTK 12 picks

[Left field]

Are all entries publicly available somewhere?

They will be..... Patience grasshopper. I'm sure our esteemed Oliver will post the details to a site when he gets time.

[alokdhir]

They will be..... Patience grasshopper. I'm sure our esteemed Oliver will post the details to a site when he gets time.

If you go the Sharesight via the link sent to you via email ...then one can track and see all entires on daily basis ...including one's current position

[Left field]

If you go the Sharesight via the link sent to you via email ...then one can track and see all entires on daily basis ...including one's current position

Thanks..... I've been away, and don't think I got the email you refer to. No big deal.

[777]

email came from sharesight.

[Left field]

email came from sharesight.

Magic...... just arrived in my email today. Looking great.

[RupertBear]

Great set up thanks Oliver, works really well

[CD_CHCH]

Hmmm - I didn't receive an email from Sharesight and I see others have said the same. Hopefully all those who entered will receive a link over the next couple of days. Probably a massive task to collate everything.

[TideMan]

Excellent. Works really well.
I registered before the facility to have a moniker was available.
How can I do that now?
My no is 598958 (which is a very nice number) and I'd like that to be TideMan.