Portfolio Management

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Stock Picking Challenge 2021: Crypto fever propels the Q1 winner

This time last year, the entrants to Stockopedia’s first ever Stock Picking Challenge were assessing the damage from one of the sharpest stock market plunges in living memory. This year, much of the uncertainty has gone and equity markets have been kinder.

In fact, despite the terrible problems that Covid is still causing, many international markets are back to their bullish best. This time last year, growth and momentum strategies had capitulated in the face of so many unknowns. Today, they’re in recovery mode.

Back then, a handful of smaller, more speculative stocks (particularly in pharma, mining and cleantech)…






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  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
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