2017 stock picking competition — February update
Time for our first update on the Sharesight & Livewire stock picking competition!
Back in December 2016 we sent the call out for your picks for the 2017 calendar year. We’re comparing the performance of the most popular picks from the Sharesight customer base, the Livewire readership, and some of Australia’s top fund managers -- and of course tracking them in Sharesight.
Here are the portfolios for each group, which consist of the 5 stocks that received the most votes:
Sharesight customer picks
| Company | Symbol |
|---|---|
| Altium | ALU |
| BHP Billiton | BHP |
| Retail Food Group | RFG |
| Sirtex Medical | SRX |
| Vocus Group | VOC |
Livewire reader picks
| Company | Symbol |
|---|---|
| Altium | ALU |
| BHP Billiton | BHP |
| Macquarie | MQG |
| QBE Insurance | QBE |
| Ramsay Health Care | RHC |
Fund Manager picks
| Company | Symbol |
|---|---|
| Altium | ALU |
| Centrepoint Alliance | CAF |
| Event Hospitality | EVT |
| GOOGL (Nasdaq) | |
| Imdex | IMD |
Performance since 1 January 2017
So far the Sharesight customers are outperforming both the Livewire readers and the expert fund managers. The Sharesight portfolio is also the only portfolio to have so far beaten the ASX 200 (as tracked by the ETF STW):
| Portfolio | Total Return % | Total Return $ |
|---|---|---|
| Sharesight | 4.37% | $21,851 |
| Fund Managers | 0.31% | $1,542 |
| Livewire | -0.53% | $-2,672 |
| Benchmark | 2.70% | $13,496 |
The best performer in the Sharesight portfolio has been Vocus Group, returning over 18%. The worst performer has been Retail Food Group, down nearly 9%.
For Livewire, the best performer has been BHP, delivering over 3%. The worst performer has been Altium, losing almost 8%.
And for the Fund Managers, their best pick has so far been Imdex, producing over 16% gain with Event Hospitality down almost 11%.
Portfolio notes
- We’ve "invested" $100,000 in each holding while assuming a brokerage fee for each buy transaction of $9.95.
- All dividends are/will be included in the total performance calculation, and are reinvested. Total performance also factors in currency effects.
- Performance figures are total return (versus annualised) as none of the portfolio positions has been held for longer than one year.
- The benchmark return figure assumes that all $500,000 was invested in the benchmark ETF.
All articles in this series
- 2017 stock picking competition
- 2017 stock picking competition - survey results
- 2017 stock picking competition - February update
- 2017 stock picking competition - April update
- 2017 stock picking competition - July update
- 2017 stock picking competition - October update
- 2017 stock picking competition — final results
FURTHER READING
Active vs. passive investing
What are the differences between active and passive investing, and does one offer a higher guarantee of success than the other? Keep reading to learn more.
Why Sharesight is the best multi-asset portfolio tracker
We explore how Sharesight helps you stay on top of your portfolio, optimise your performance and set yourself up for a successful year of investing.
Why tax time is so painful for family offices — and what to do about it
We discuss five reasons tax time hits family offices harder than it should, and what better infrastructure looks like in each case.