2018 Results for Smart Money Picks

The Final Results for 2018 Smart Money Picks

At the beginning of each year I survey traders, portfolio managers, and equity strategists from Wall Street to Main Street and everywhere in between. The tables that follow summarize their top picks in five categories:

Top 10 Stocks for the coming year – Stocks that can be held for 12 months

High Conviction – Stocks that deserve a larger allocation in portfolios

Contrarian – Fallen Angels that are poised for a comeback

Momentum – Stocks that have outperformed their peers over the last year

Pairs Trading – 2 stocks per industry. One long, one short. Capture the mean reversion alpha.

Here are the results for 2018 for each of the 5 categories:

high conviction stocks
contrarian stock picks
momentum stocks
pairs trading smart money

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