y***r
发帖数: 16594 | 1 All-in-all, Robinhood’s Top 100 stocks from 2020 continued to stand up in
2021. Hopefully retail traders really are doing this well, because 2021’s
returns actually best 2020’s returns. From what we can tell (and based on
the data we collect), a hypothetical Robinhood Top 100 list (equal-weighted,
2020 edition) would have risen about 141% this year. 💰 | j******g
发帖数: 1428 | | y***r
发帖数: 16594 | 3 What Kept Winning?
The biggest boil-over successes from 2020 included oil plays such as $MRO, $
UCO, and $GUSH, which all rose ~145% this year as oil recovered from the
worst of the pandemic. While those names didn’t produce the same returns as
other names on the list, they remained strongholds of value — making them
the runaway winner from the 2020 Top 100 Robinhood list.
Next up were biotech names like Ocugen (+130%), Moderna (+122%), and
Catalyst Pharmaceuticals (+109%). On the whole, biotech stocks were huge
benefactors from the pandemic and got considerable valuation boosts in 2020.
👏 🧬 But they tapped out for most of 2021. 🤷 These
names largely stand as surprise winners.
Tech remained strong with companies like $TSLA (+67%), $AMD (+67%), $GOOGL (
+66%), and $MSFT (+51%) leading the tech stack. Regarding acquisitions from
the Robinhood Top 100 list, two were tech companies: Slack (acq. Salesforce)
and Fitbit (acq. Google).
Bank names also outperformed the indexes this year. Wells Fargo (+62%), Bank
of America (+48%), and JPMorgan (+26%) all grew faster than the Vanguard
Total Stock Market Index Fund ETF ($VTI.)
Legacy automakers deserve an honorary mention this year. $F broke above $20
for the first time in two decades, rising 134% in the past year. 🤑
Other automakers, especially ones with EV aspirations, continued to grow
this year. We’ll touch on the EV losers below.
So what lost?
Don’t it always seem to go… that you don’t know what you got ’til it’s
gone? 🎵 Well, some 2020 winners did not last. And we’re not talking
“losing against the index.” We’re talking about trading in the red. &#
128680; Thankfully, only 43 names from the Top 100 list lost this year. That
might seem like a lot, but it’s generally a good thing. This means retail
investors are batting well on the whole. 💯
Travel stocks were close, but no cigar this year. Names such as jetBlue (-2%
), Delta (-2%), and Carnival (-3%) all sat just a few points below breaking
even this year. Other names weren’t so lucky (Southwest, Boeing, Spirit,
and Norweigan didn’t do hot.)
While some tech stocks definitely did well, a pocket of familiar tech names
did not do well. $TWTR (-18%), $UBER (-16%), and $PLTR (-25%) weren’t
exactly on fire. If you wanna dig deeper, fintech was worse off on the whole
As we mentioned above, some EV names couldn’t keep it together in 2021 (or
even 2020, really.) Nikola was down 32% and Workhorse was down 76%. Adjacent
plays like $FCEL (-45%) and $BLNK (-39%) got a hefty price cut. ✂&#
65039;
Sports betting stocks got absolutely hosed, too. 👎 $DKNG (-42%) and
$PENN (-43%) lost two-quarters of their value this year. An index tracking
sports betting and iGaming names was down 5% on the year, overall.
However, few had a worse year than “penny stocks you’ve never heard of
before but are popular for some reason.” 😅 $HEXO was the Top 100
list’s biggest loser, down 81% this year. It was joined by names like $TXMD
(-67%), $SOLO (-63%), $IDEX (-46%), and $GNUS (-20%). |
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