2022 NZX Stock Picking Comp

[Panda-NZ-]

wrong thread *

[peetter]

Hi All,

https://1drv.ms/x/s!AghAKgaJuFZyjleC...-Mvbk?e=Njw7uI


Top 10 for week closing on 29/07/2022:

Rank	Username	Pick 1:	Pick 2:	Pick 3:	Pick 4:	Pick 5:	Backup Pick:	Summary	Percentage
1	Waiuta	HGH	GNE	CHI	SPK	IFT		52954.42459	105.91%
2	Crackity	ZEL	GXH	MCK	CO2	IFT	STU	52022.02155	104.04%
3	placemakers	IKE	GXH	SPK	WDT	EBO		49602.3237	99.20%
4	Madame Selena	SKC	IFT	MEL	IKE	NPH		49459.93517	98.92%
5	[B] Forsyth Barr	CHI	SKC	ARV	EBO	VSL		48405.51139	96.81%
6	tomaroon	AFI	AFT	AGG	AGL	AIA		47659.22866	95.32%
7	5	AFI	AFT	AGL	AGG	AGG		47176.41735	94.35%
8	Bobdn	ASR	APA	USV	FNZ	EMF		47163.72245	94.33%
9	Snoopy	MCY	SCT	SKC	SPK	TRA		47050.81535	94.10%
10	Username	EBO	MFT	SPK	TWR	USF		46811.88445	93.62%

[Tomtom]

This is a.great advertisement for bank accounts.

[peetter]

Hi All,

https://1drv.ms/x/s!AghAKgaJuFZyjlmW...EicXq?e=aJlYCJ

Top 10 for week closing on 05/08/2022:

Rank	Username	Pick 1:	Pick 2:	Pick 3:	Pick 4:	Pick 5:	Backup Pick:	Summary	Percentage
1	Waiuta	HGH	GNE	CHI	SPK	IFT		54627.17453	109.25%
2	Crackity	ZEL	GXH	MCK	CO2	IFT	STU	53312.32335	106.62%
3	Madame Selena	SKC	IFT	MEL	IKE	NPH		50988.28073	101.98%
4	placemakers	IKE	GXH	SPK	WDT	EBO		49557.57514	99.12%
5	[B] Forsyth Barr	CHI	SKC	ARV	EBO	VSL		49173.80278	98.35%
6	JW Invests	OCA	HGH	AIA	IFT	SPK		48584.47351	97.17%
7	Snoopy	MCY	SCT	SKC	SPK	TRA		48433.41897	96.87%
8	alokdhir	CHI	PPH	CVT	ATM	FPH		48059.33831	96.12%
9	Microsloth	IFT	MEL	MFT	EBO	SUM		47795.01151	95.59%
10	tomaroon	AFI	AFT	AGG	AGL	AIA		47775.12681	95.55%

[JBmurc]

This is a.great advertisement for bank accounts.

And the ASX

[peetter]

Hi All,

https://1drv.ms/x/s!AghAKgaJuFZyjloc...-JMNT?e=CZWMpd

Top 10 for week closing on 19/08/2022:

Rank	Username	Pick 1:	Pick 2:	Pick 3:	Pick 4:	Pick 5:	Backup Pick:	Summary	Percentage
1	Waiuta	HGH	GNE	CHI	SPK	IFT		55154.01299	110.31%
2	Crackity	ZEL	GXH	MCK	CO2	IFT	STU	54952.55119	109.91%
3	Madame Selena	SKC	IFT	MEL	IKE	NPH		52245.29839	104.49%
4	placemakers	IKE	GXH	SPK	WDT	EBO		50363.13411	100.73%
5	Snoopy	MCY	SCT	SKC	SPK	TRA		49291.83235	98.58%
6	[B] Forsyth Barr	CHI	SKC	ARV	EBO	VSL		49249.73468	98.50%
7	perky	CO2	IKE	PX1	SKT	STU		49222.97116	98.45%
8	JW Invests	OCA	HGH	AIA	IFT	SPK		49106.64388	98.21%
9	Bobdn	ASR	APA	USV	FNZ	EMF		48711.61381	97.42%
10	Sylvor	SPK	MEL	OCA	SKC	THL		48590.69236	97.18%

[Snoopy]

I am going to seize on my brief moment of glory being:

1/ Inside the top 5
2/ Ahead of all the brokers AND
3/ Almost back up to breaking even for the year.
4/ (Plus my competition entry is a proxy for my actual NZX portfolio.)

It is in a calendar year like 2022 that my somewhat conservative stock picking strategy comes to the fore. I take great care in selecting shares that are in everyday sectors that do not depend on 'king hits' for share price performance and are conservatively managed in terms of their debt position. This strategy tends to see me 'underperform the index' by a couple of percentage points during good years, but outperform the index significantly when the market takes a hit (Although I am not proud of losing money 'so far' over 2022, albeit only being down by 1.5%, I am well ahead of the NZX50 which is down 9.5%, so I have a net eight percentage point advantage so far in 2022).

Some might say, why don't you be more aggressive with your picks while the market is going up, and revert to your more conservative investment stance when the market hiccups? That sounds like a really good idea 'with hindsight', which is always the rider with the best investment strategies. With my strategy, I don't need to know which way the market is going, because I am always prepared for the worst. So while I take reasonable care to monitor my individual investments, I take no notice of the NZX50 whatsoever. I am not interested in where my investments sit on a trend line. I am only interested in buying below fair value, and the very occasional re-balancing when the share price becomes overvalued.

I have used the opportunity of market volatility in 2022 to top up both my 'Spark' holding and 'Mercury Energy' holding during the year, and I am up around 10% on both from my top up price. So things are going well, and I don't have to worry about when to re-enter the market with substantial capital, because I never 'sold down' as the index sputtered in the first place.

SNOOPY

[Grimy]

And with the amount of analysis you do (and share)Snoopy, you deserve to be in your current position. I read most of your posts and they often blow me away with the detail and self questioning you do. While some could label it slow and steady (boring), others like me appreciate your strategy. I also haven't sold down through the latest market movements and have done okay. Although Seeka has somewhat spoilt my party this week.....

[Waiuta]

Thanks Snoopy,
My picks are what I also hold with a couple of others (NZO & KPG) and some bonds (ANBHC, IFT240 & ZEL050). Currently +4.85% for the calendar year.

[Snoopy]

Thanks Snoopy,
My picks are what I also hold with a couple of others (NZO & KPG) and some bonds (ANBHC, IFT240 & ZEL050). Currently +4.85% for the calendar year.

Great result Waiuta. Looking at your share selections, it looks as though you and I invest along similar themes, although with your GNE, CHI and NZO, your portfolio has an 'oil' bent that I don't have. I was pleased in the circumstances with the way my portfolio was holding up. But it does look like you have 'outsnooped the Snoop'. Well done!

SNOOPY