sharetrader
Page 9 of 16 FirstFirst ... 5678910111213 ... LastLast
Results 81 to 90 of 160
  1. #81
    CEO, NZ Shareholders Association
    Join Date
    May 2017
    Location
    Wellington
    Posts
    593

    Default

    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 03:09 PM.

  2. #82
    DFABPCLMB
    Join Date
    Jul 2020
    Posts
    692

    Default

    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
    Join Date
    May 2017
    Location
    Wellington
    Posts
    593

    Default

    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
    Advanced Member Entrep's Avatar
    Join Date
    Mar 2008
    Posts
    1,859

    Default

    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 10:11 AM.

  5. #85
    Senior Member
    Join Date
    Oct 2019
    Posts
    597

    Default

    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
    Senior Member
    Join Date
    Sep 2013
    Posts
    525

    Default

    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
    Member
    Join Date
    Apr 2020
    Location
    New Zealand
    Posts
    155

    Default

    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
    Member
    Join Date
    Aug 2020
    Location
    Ohakune
    Posts
    36

    Default

    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
    Member
    Join Date
    Oct 2016
    Location
    Auckland
    Posts
    438

    Default

    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
    Member
    Join Date
    Mar 2014
    Location
    In Exile
    Posts
    337

    Default

    Interesting portfolio at the top of the table:

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

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •