What patterns appear in winning vs. losing positions? Discover patterns in holding periods, sectors, and timing.
Does holding longer lead to better returns? Analyze win rates across different timeframes.
| Holding Period | Positions | Win Rate | Avg Return | Total P&L |
|---|---|---|---|---|
| 0-90 days | 96 | 41.7% | +2.3% | +$36.6M |
| 91-180 days | 57 | 57.9% | +5.5% | +$149.5M |
| 181-365 days (6m-1y) | 55 | 60.0% | +3.9% | +$1250.7M |
| 1-2 years | 41 | 56.1% | +26.8% | +$79.4M |
| 2-3 years | 32 | 65.6%🏆 | +29.6% | +$45.3M |
| 3+ years | 51 | 62.7% |
Do certain sectors show different holding period patterns historically?
| Sector | Positions | Avg Holding | Win Rate |
|---|---|---|---|
| Energy | 3 | 74 days (0.2 yrs) | 100.0% |
| Utilities | 26 | 719 days (2.0 yrs) | 76.9% |
| Healthcare | 37 | 953 days (2.6 yrs) | 67.6% |
| Communication Services | 41 | 602 days (1.6 yrs) | 63.4% |
| Information Technology | 38 | 514 days (1.4 yrs) | 63.2% |
| Real Estate | 43 | 270 days (0.7 yrs) | 58.1% |
| Financials | 18 | 775 days (2.1 yrs) | 55.6% |
Note: These patterns are based on historical substantial shareholder disclosures (5%+ stakes). Past performance does not guarantee future results. Individual circumstances vary significantly.
P&L figures are estimates, not actual cost basis. Gains and losses are calculated using the stock price on the date a holder first crossed the 5% substantial shareholder disclosure threshold, multiplied by their latest reported share count. Actual acquisition costs may differ significantly as shares are typically accumulated over time at various prices.
Data sourced from NZX disclosures. Our datasets may not be complete and we are continuously updating and adding more data to the platform.
This analysis is provided for informational and educational purposes only. Nothing on this page constitutes financial, investment, legal, or tax advice. Always conduct your own research and consult with qualified professionals before making any investment decisions.
Data sourced from publicly available NZX disclosures. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. Past performance does not indicate future results. For informational purposes only. Not investment advice.
| +91.7%⭐ |
| +$5625.2M |
| Consumer Staples | 33 | 431 days (1.2 yrs) | 51.5% |
| Consumer Discretionary | 20 | 1852 days (5.1 yrs) | 50.0% |
| Materials | 4 | 786 days (2.2 yrs) | 50.0% |
