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fandethai
Re: 2021 stock-picking contest

Hello
This is my pick for 2021 :
AMAT
CHTR
CTVA
DG
DHI
DVA
EBAY
FBHS
FCX
FDX
LEN
LOW
MU
NEM
PWR
TGT
TMUS
TSCO
URI
WHR

Jan 3, 2021 5:53:51 AM       
mmasand
Re: 2021 stock-picking contest

Georg - That looks great! Are you combining the P123 core Sentiment and Momentum rankings in equal weights or is this a custom ranking system?

Jan 3, 2021 8:33:36 AM       
geov
Re: 2021 stock-picking contest

Momentum&Sentiment are the only ranking systems working with these type of stocks, most of them with zero dividends.
Here are the weights I used for the P123 ranking systems.

100%Momentum & Sentiment
25%Estimate Revision
15%Surprise
10%Recommendations
32.5%price changes
17.5%technical indicators

Jan 3, 2021 9:45:49 AM       
kumar
smile Re: 2021 stock-picking contest

So far; 8 list for 2021 competition.
those want to participate please create p123 live strategies list and make in public.

Thanks,
Kumar

Attachment P123 Competition List-2021.png (41526 bytes) (Download count: 94)


Warren Buffett — 'Risk comes from not knowing what you're doing'
'Should you find yourself in a chronically leaking boat, energy devoted to changing vessels is likely to be more productive than energy devoted to patching leaks'

Jan 3, 2021 3:30:59 PM       
geov
Re: 2021 stock-picking contest

Kumar, you have not included the stock lists posted here before. You only show ports.

Jan 3, 2021 3:36:23 PM       
Jim101
Re: 2021 stock-picking contest

Oops, posted my entries in the 2020 list.

https://www.portfolio123.com/port_summary.jsp?portid=1635210

For 2021:

These 20 are a combination of 4 strategies:
AOS Industrials
APH Technology
CHRS Healthcare
DGX Healthcare
IDXX Healthcare
INTC Technology
INVA Healthcare
JKHY Finance
KFRC Business Services
MSFT Technology
PGR Finance
PKI Healthcare
SCCO Non-Energy Materials
SEDG Technology
SNA Industrials
SUPN Healthcare
TSN Consumer Non-Cyclicals
TX Non-Energy Materials
USNA Healthcare
VGR Consumer Non-Cyclicals

Jim

If you torture the data long enough, it will confess to anything.

Jan 3, 2021 7:24:53 PM       
kumar
smile Re: 2021 stock-picking contest

George,

Here, i am posting screen shots of current holdings in all 3 portfolios.

Thanks,
Kumar

Attachment 1.Kumar - MidCap Growth - 20 Stocks.png (86055 bytes) (Download count: 90)


Attachment 2. KIPLINGER- 20 Stocks.png (80814 bytes) (Download count: 89)


Attachment 3. Crossing WallStreet.com- 20 Stocks.png (69950 bytes) (Download count: 89)


Warren Buffett — 'Risk comes from not knowing what you're doing'
'Should you find yourself in a chronically leaking boat, energy devoted to changing vessels is likely to be more productive than energy devoted to patching leaks'

Jan 3, 2021 7:45:38 PM       
azinvestor
Re: 2021 stock-picking contest

Here is my list:
APEI AVNW BKNG COKE CSGP CTG EGRX GILD IDCC LMB LULU MKTX NATR ORCL RBBN RMNI SIMO UEIC WH YUM

It is based off a list of 53 stocks from 4 different strategies ranked with Greenblatt ranking for the final 20.

Jan 3, 2021 9:08:11 PM       
yuvaltaylor
Re: 2021 stock-picking contest

Walter/Yuval,

Please, confirm you don't want entries from Kiplinger and Wallstreet crossings ?

Thanks,
Kumar

Oh, I very much would like the Kiplinger and Wall Street Crossing picks in the contest! I think they give some outsider perspective.

Yuval Taylor
Product Manager, Portfolio123
invest(igations)
Any opinions or recommendations in this message are not opinions or recommendations of Portfolio123 Securities LLC.

Jan 3, 2021 9:15:30 PM       
geov
Re: 2021 stock-picking contest

Here's an idea. Create a hybrid contest where we are limited to the universe of all top 20 picks. Run them through our various systems, and create a new 20 stock portfolio from that universe. Anyone?


There were 10 lists posted in this forum from which I created a universe which holds 179 stocks (there was an overlap of 21 stocks).
Here is a live strategy (public) which selects the top 20 stocks from this universe. Let's see how this performs for the year.
https://www.portfolio123.com/port_summary.jsp?portid=1635282

Interesting Mkt-Cap and Sector allocations.

Jan 4, 2021 11:07:36 AM       
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