Broker and Fund Manager picks for 2026

[seaweed]

Wow that was an interesting year. Talk about a game of snakes and ladders. I started jumping onto a a snake...SPK in March April 2024 to make a quick $50,000 over a couple months and breaking all of KBs and Basils rules buying and selling, all my eggs in one basket, in a down trend. LOL. A loss of over 300K. But split it into two financial years to halve the pain. So in March April 2025 was fortunate to have a couple of term deposits maturing plus selling 95% of SPK holding and chucked it all into 17 different companies over the following 6 months and now on the ladder, up a bit over $337,000 including divs and interest in the last 9 months. Wow back to square one, LOL. Am expecting another 60 to 70k in divs in next 3 months not including FSF $2 pay out. Happy old year and a happy new year to all investors and traders out there. We all deserve a 4 day break      

[Left Field]

Wow that was an interesting year. Talk about a game of snakes and ladders. I started jumping onto a a snake...SPK in March April 2024 to make a quick $50,000 over a couple months and breaking all of KBs and Basils rules buying and selling, all my eggs in one basket, in a down trend. LOL. A loss of over 300K. But split it into two financial years to halve the pain. So in March April 2025 was fortunate to have a couple of term deposits maturing plus selling 95% of SPK holding and chucked it all into 17 different companies over the following 6 months and now on the ladder, up a bit over $337,000 including divs and interest in the last 9 months. Wow back to square one, LOL. Am expecting another 60 to 70k in divs in next 3 months not including FSF $2 pay out. Happy old year and a happy new year to all investors and traders out there. We all deserve a 4 day break      

Thanks for sharing seaweed....I always appreciate the honesty and lack of ego in your posts. There are good learnings there. SPK was a very humbling experience for many. Thankfully not me.

Like you I found 2025 an 'interesting' year and I don't pay any attention to Brokers picks (although I hope they are right on HGH lol)

In terms of investing strategy I differ from you by  preferring long term SP capital appreciation plus  dividends (ie no short term trading.) 

However,  2025 humbled my so called 'safe' longer term investments in FPH ( SP down 0.6% over 12 months to end Dec excl dividends) and IFT (down 10.8% on the same basis.) Thankfully I'm well ahead in these companies longer term.... but they underperformed in 2026.

Mind you,  following the 'dogs of 2025' theory,  perhaps IFT & FPH will outperform in 2026!!!???

In 2025 my most risky LT investments in IKE and PEB outperformed up 123% and 55% helped by other relatively more secure long term investments TWR (up 51.6% excl divvies) FSF (up 21.9%)  HGH (up 21.%) plus PGW (up 40%) with only PGW now out of my portfolio.


Thankfully 2025 was good for me overall on the NZX beating both NZX 50 and S&P 500 indexes. So feeling  'well positioned,'  and looking forward to nice bonus divvies early in 2026,  although I remain ever cautious.

My biggest market caution in 2026/7 is the festering Russia/Ukraine & China/Taiwan threats in a world where USA is looking inwards and backwards.

Happy New Year all.

[Basil]

Really happy to hear you climbed out of the Spark hole Seaweed.  Looking forward to catching up with you again in early March. 
Advance notice of next get together.
Where:  Headquarters in the Viaduct Auckland
When: Sunday 1 March long lunch kicking off at 1 pm
Special attendees: KW and Moosie are making a special trip up from Christchurch for this. 

It should be a very happy occasion with lots of lively discussion about best prospects for returns going forward. All welcome. Happy New Year all.

[snapiti]

Really happy to hear you climbed out of the Spark hole Seaweed.  Looking forward to catching up with you again in early March. 
Advance notice of next get together.
Where:  Headquarters in the Viaduct Auckland
When: Sunday 1 March long lunch kicking off at 1 pm
Special attendees: KW and Moosie are making a special trip up from Christchurch for this. 

It should be a very happy occasion with lots of lively discussion about best prospects for returns going forward. All welcome. Happy New Year all.

basil if you take moosie out on your launch don't don't let him use your fishing gear, expensive day out for me when I took him out in the boat

[Shareguy]

Really happy to hear you climbed out of the Spark hole Seaweed.  Looking forward to catching up with you again in early March. 
Advance notice of next get together.
Where:  Headquarters in the Viaduct Auckland
When: Sunday 1 March long lunch kicking off at 1 pm
Special attendees: KW and Moosie are making a special trip up from Christchurch for this. 

It should be a very happy occasion with lots of lively discussion about best prospects for returns going forward. All welcome. Happy New Year all.

Sounds good Basil. I plan on attending.

[seaweed]

Yeah, sounds good next ST meeting. Marked in calendar and looking forward to it.

[Left Field]

....following the 'dogs of 2025' theory,  perhaps IFT & FPH will outperform in 2026!!!???

Heading in today's NBR

"NZX 50 closes at new record as heavyweights Infratil and Fisher & Paykel recover."

Maybe my 'dogs of 2025' theory is working already!??   

[HAWKDOG]

I have had a few nzx winners this year.  One fund I like going forward is

ASR - I'm up 48% ytd - should continue up with this commodity surge.

One im watching for 2026 is ERD.  Bottom feeder.

ASR ripping today.

[Basil]

Yes, not sure if I mentioned if before or not but I picked up a  holding in ASR last month.

[winner (n)]

Yes, not sure if I mentioned if before or not but I picked up a  holding in ASR last month.

If that's that Aussie resource ETF me too ----nabout 6 months ago

Good eh -- so good should have got heaps more

[HAWKDOG]

If that's that Aussie resource ETF me too ----nabout 6 months ago

Good eh -- so good should have got heaps more

That's the one.  Nice entry.