Someone could make local copies of each port and then use the ‘Aggregate’ feature to count the common holdings. I would do that, but I’ve run out of live ports.
Out of curiosity, I made a spreadsheet by downloading and sorting by ticker the 12 individual 20 stock ports, to see if many stocks were held in common. I expected more commonality than existed! I did not include the Barron’s list or Kumar’s automated 25.
Out of 240 stock positions, only 18 stocks appeared in more than one port, and each of those 18 only appeared in two ports. They were:
ALK, AMAT, AMG, BSET, CSCO, FCAU, GILD, HPQ, INTC, LB, LEA, NLY, ORCL, OTEL, PDEX, RCMT, TSN, and UTHR. These were not concentrated in a couple of ports but seemed to be scattered.
That means there were 204 stocks out of 240 that only appeared once. I won’t bother to list them here unless someone wants them.
Bob - Thanks for pulling the analysis - very interesting! Can you share the 240 tickers. I am planning to use the list with my best ranking system to keep top 20 with weekly rebalance to see if that will beat the winner.
Appearing twice may not really be a strong indicator though. On the other hand, considering the number of stocks available, maybe it’s a stronger indicator than I think.
I currently hold in my real portfolio: FCAU, GILD, LEA, OTEL, PDEX - so I hope that’s encouraging…
Here you go! The attached .xls has the ticker list. Since 18 of the tickers are in two (varying) ports, there are 222 unique tickers. Column A has “2” for the 18 duplicated.
fatmcb1 has taken an early lead (these are annualized returns and a bit nonsensical since it’s so early) with the EXPI pick that has exploded with a +%100 return…
But it seems that a lot of the entries are beating the market. So good job all…