2021 stock-picking contest

Here’s a universe based on the tickers shared for the contest so far

https://www.portfolio123.com/app/universe/summary/251135?st=1&mt=7

I ran a simulation (weekly rebalance) that bought the top 20 from the 2020 list last year based on my best ranking system and it did 3x vs. picking the top 20 from the SP500 universe!

Nice idea. P123 best of the best!

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?

I know a one year contest is fun and can stir conversation but everyone knows it’s a minimum of 3 - 5 years that really counts OS. Imagine if you had to put up 100k to manage for years 5 years the entry fee was 10k and the winner takes only your entry fee. How many people would enter? In the mean time 1 year is fun. I have not seen anything like this advertised I think the #1 reason is legal. The number 2 reason it’s hard to win. Imagine your entries 5 years ago versus today. Yes a little different.

Good luck everyone and happy trading.

Cheers,
MV

And here is the performance over the last 6 month of the Top10 of all the picks listed so far.


Made a new submission that uses a smaller working universe. The old model has been deleted.

https://www.portfolio123.com/port_summary.jsp?portid=1635116

Walter

my entries;
i usually submit multiple entries from different sources (Kiplinger, Crossing Wallstreet).
as this thread, asked to submit one entry; i am submitting midcap growth stocks for this year 2021.

Thanks,
Kumar


Walter,

your stock pick is private; not listed on this search.

Thanks,
Kumar

Thanks - fixed!

Walter/Yuval,

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

Thanks,
Kumar

Personally, I’m ok with it. I didn’t request that restriction, so it’s Yuval’s call.

Kumar, would you use this as the Kiplinger source;
https://www.kiplinger.com/investing/stocks/601879/21-best-stocks-to-buy-for-2021

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

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

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

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

Thanks,
Kumar


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

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

George,

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

Thanks,
Kumar




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.

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

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.