Blog

Blog | Investing tips

Tracking the fund managers' picks

by Doug Morris, CEO, Sharesight | Jun 9th 2016

At Livewire Live, each Australian fund manager panellist was asked to make a stock pick for the coming year. We've built a Sharesight portfolio with their picks (and the picks from last year). Each buy trade was made the day of their pick and we assumed $10,000 invested in each company inclusive of brokerage costs. All dividends are reinvested.

Tracking the Fund Managers' Picks

Table - Livewire Live Stock Picks 2015-2016

The picks from 2015 have had a full year to perform, and the managers made excellent calls. Total (annualised) return is 32.43%, or a $10,062.31 gain:

2015 Picks - Tracking the Fund Managers’ Picks

We'll keep track of the portfolio's performance versus the STW, which tracks the ASX200. For the whole portfolios, the fund managers have outperformed the benchmark, 11.20% vs. -1.89% over the past 12 months (note: our benchmarking feature assumes that you’d invested equal amounts of money in both for the duration of the reporting period - more on this can be found here).

Portfolio Chart - Tracking the Fund Managers’ Picks

Too early to assess performance on the entire portfolio, but we'll keep track and post periodic performance updates.

Performance - Tracking the Fund Managers’ Picks

Track the Livewire Live portfolio

We've made it easy to track the fund managers' picks. Simply visit our community forum and request to have the portfolio shared within your Sharesight account. New clients, get started by signing-up for a FREE account!

Portfolio updates

FURTHER READING

InstructAnt Sharesight AdviserLogic testimonial2
Case studies

How InstructAnt improves client service with Sharesight and AdviserLogic

by Diana Ioppolo | Sep 20th 2023

We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.

Australian ETF components 2022-2023
Product features

Australian ETF distribution components now available for FY22/23

by Stephanie Stefanovic | Sep 10th 2023

Sharesight now has updated ETF distribution component information for the FY22/23 Australian tax year for most Australian ETFs.

Sharesight product updates September 2023
Product updates

Sharesight product updates – September 2023

by Ben Clendon | Sep 8th 2023

Major updates for the past month include the rollout of our new exposure report, plus support for five new brokers and over 80,000 Luxembourg funds.