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Sharesight users' top 20 SMSF trades of FY20/21

by Stephanie Stefanovic, Content Manager, Sharesight | Jun 24th 2021

Welcome to our annual Australian financial year trading snapshot for SMSFs, where we look at Sharesight users’ 20 most traded SMSF stocks during the 2020/21 financial year. To find out the market-moving news behind some of these stocks, keep reading.

Top20 trades SMSF financial year 20 21

In this snapshot, buy trades were led by CSL (ASX: CSL), which saw its share price suffer throughout FY20/21 due to a combination of plasma shortages and issues surrounding the development of a COVID-19 vaccine with UQ. At the same time, sell trades were led by BHP (ASX: BHP), which was the subject of controversy throughout FY20/21 due to its plans to destroy Aborignal heritage sites in the Pilbara region of WA. Other popular SMSF trades included Fortescue Metals (ASX: FMG) and Woodside Petroleum (ASX: WPL).

CSL (ASX: CSL)

July 2020: Initiates US Coronavirus vaccine trial
October 2020: Finalises deal to produce 51 million doses of potential COVID-19 vaccine
November 2020: CSL to build AU$800m vaccine manufacturing facility
December 2020: Coronavirus vaccine by UQ and CSL abandoned due to false-positive HIV response
January 2021: CSL trading around its COVID lows
February 2021: CSL certain it could produce vaccine to tackle COVID-19 variants
March 2021: Share price up following AstraZeneca vaccine approval
April 2021: CSL to make 50 million AstraZeneca vaccine doses despite public pushback
June 2021: Share price lower despite plans to buy rights for haemophilia treatment

Fortescue Metals (ASX: FMG)

August 2020: Fortescue posts record profit; increases dividend to shareholders
October 2020: Accused of withholding AU$1.9m in royalties from Aboriginal people
January 2021: Fortescue reports AU$1.2b December profit on back of high iron ore prices; raises dividend expectations
February 2021: Senior executives resign over cost blowout of AU$2.6b Iron Bridge project
March 2021: Fortescue declares goal to go carbon neutral by 2030
April 2021: Achieves 1.5b tonnes of iron ore exports from Pilbara operations
May 2021: Iron Bridge project now faces US$3.5b cost blowout

Woodside Petroleum (ASX: WPL)

July 2020: Woodside puts projects on hold due to struggling oil market
September 2020: Trouble for Woodside projects as LNG prices slashed
October 2020: Woodside reports 43% drop in Q3 revenue due to COVID-induced oil price cuts; plans to cut 300 direct staff jobs
December 2020: Woodside CEO announces 2021 retirement
January 2021: Reports almost 35% drop in Q4 revenue YoY; cites weak oil and gas prices
April 2021: Appoints Meg O’Neill as acting CEO; says CEO search is "well-progressed"
May 2021: Plans to sell 50% stake in Kitimat LNG project

BHP (ASX: BHP)

July 2020: BHP reports record iron ore shipments while oil and gas suffers due to COVID
August 2020: Plans to reshape portfolio by offloading coal, oil and gas assets
September 2020: BHP tells inquiry it was permitted to destroy Aboriginal heritage sites in Pilbara
October 2020: Puts halt to AU$3.5b expansion plan for Olympic Dam; makes AU$700m acquisition in Gulf of Mexico
December 2020: BHP shareholders demand stop to mining that destroys Aboriginal heritage sites
January 2021: Slashes value of its thermal coal assets by up to AU$1.6b
February 2021: BHP pays record dividend amid high iron ore prices and positive economic outlook
May 2021: BHP scores AU$17m Elliot copper project deal

Telstra (ASX: TLS)

July 2020: Share price reaches turning point following COVID-19 slump
August 2020: FY20 profits see 14% drop
September 2020: Share price hits 52-week low following weak FY21 guidance
October 2020: Share price drops 23%; hits multi-year low
November 2020: Telstra announces its biggest restructure since privatisation, splitting into three legal entities
February 2021: Share price reaches 6-month high; dividend price maintained
May 2021: Telstra fined AU$50 million for mistreatment of Indigenous customers

Zip Co (ASX: Z1P)

July 2020: Market cap rises by more than AU$1.4 billion after Quadpay acquisition announcement
August 2020: Zip Co has a record-breaking Q4
September 2020: Zip Co completes QuadPay acquisition
October 2020: Zip Co has almost doubled its transaction volumes and revenue compared to last year
November 2020: Shares rise following announcement of strong FY21 growth figures
December 2020: Zip Co raises AU$120 million for overseas expansion
January 2021: Announces strong quarterly earnings; 88% revenue growth YoY
February 2021: Seeks US investors; potential US exchange listing
March 2021: Share price drops as Zip Co reports mounting losses
April 2021: Raises AU$400m for US growth and further global expansion
May 2021: Zip Co expands global presence with buyouts in EU and UAE

Afterpay (ASX: APT)

July 2020: Records highest ever quarterly earnings as COVID shutdown encourages online shopping; announces AU$800 million global expansion plans
August 2020: Afterpay lands AU$80 million European expansion deal
September 2020: Online sales help boost Afterpay share price by 800%
October 2020: Afterpay enters partnership with Westpac, giving users access to banking services
November 2020: Moves to co-CEO model to manage international growth
December 2020: RBA rules merchants using BNPL cannot pass fees onto customers
January 2021: Share price has grown 250% YoY
March 2021: Launches Clearpay in European payments market
April 2021: Afterpay seeks Nasdaq listing; could delist from ASX
May 2021: Signs that Afterpay may enter SME lending space
June 2021: Share price could come under pressure as PayPal expands Australian payment offerings

Commonwealth Bank (ASX: CBA)

August 2020: CBA dividend payout better than expected despite profit loss
September 2020: Announces new no-interest credit card to compete with BNPL
November 2020: CBA shares skyrocket throughout November as investors turn to value stocks
February 2021: Half-year profit drops by 21% YoY due to recession; low interest rates
April 2021: ASIC sues CBA over misleading monthly fees worth almost AU$55m
May 2021: CBA doubles profit YoY; cites surge in lending activity
June 2021: CBA sells general insurance business to Hollard for AU$625m

Westpac (ASX: WBC)

September 2020: Westpac hit with $1.3b money laundering fine; biggest in Australian corporate history
November 2020: Profit drops by two-thirds due to recession and money laundering fine
December 2020: Westpac vows to bring back proper dividends in 2021
February 2021: Share price climbs following Q1 earnings update
March 2021: CBA reveals plans to launch BNPL service
May 2021: Reports significantly lower cash earnings in Q3 report

National Australia Bank (ASX: NAB)

August 2020: Q3 results better than expected for NAB
October 2020: NAB to add 500 jobs to cope with influx of financial hardship claims
November 2020: Cash profits down 37% as NAB sees impact of COVID
April 2021: Plans to shut down physical branches across the country as customers choose online banking
May 2021: NAB yet to see business banking recovery; cash earnings and revenue down in interim results

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