What separates successful whales from unsuccessful ones? Discover patterns in holding periods, sectors, and timing.
Optimal Holding Period
Best Returns Timeframe
Winner vs Loser
Win Rate by Holding Period
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 | 169 | 8.9% | +0.9% | +$29.5M |
| 91-180 days | 16 | 56.3% | +8.6% | +$40.1M |
| 181-365 days (6m-1y) | 27 | 63.0% | +10.0% | +$1174.4M |
| 1-2 years | 26 | 65.4% | +49.7% | +$124.4M |
| 2-3 years | 24 | 83.3%🏆 | +46.9% | +$170.3M |
| 3+ years | 40 | 67.5% | +73.1%⭐ | $-246.1M |
Winning Trades Profile
Losing Trades Profile
Sector Holding Patterns
Do certain sectors require longer holding periods for success?
| Sector | Positions | Avg Holding | Win Rate |
|---|---|---|---|
| Real Estate | 17 | 215 days (0.6 yrs) | 52.9% |
| Information Technology | 24 | 558 days (1.5 yrs) | 50.0% |
| Utilities | 34 | 421 days (1.2 yrs) | 47.1% |
| Financials | 21 | 563 days (1.5 yrs) | 38.1% |
| Communication Services | 58 | 417 days (1.1 yrs) | 37.9% |
| Consumer Staples | 29 | 326 days (0.9 yrs) | 31.0% |
| Materials | 7 | 399 days (1.1 yrs) | 28.6% |
| Healthcare | 69 | 315 days (0.9 yrs) | 27.5% |
| Industrials | 42 | 274 days (0.7 yrs) | 19.0% |
| Consumer Discretionary | 1 | 0 days (0.0 yrs) | 0.0% |
Key Takeaways
- Optimal Holding: The 2-3 years timeframe shows the highest win rate at 83%
- Best Returns: Maximum average returns occur in the 3+ years period (+73%)
- Hold Time Matters: Winners hold for an average of 755 days compared to 648 days for losers (+107 day difference)
- Sector Variations: Different sectors show different optimal holding patterns, with Real Estate showing the highest win rate
Note: These patterns are based on historical substantial shareholder disclosures (5%+ stakes). Past performance does not guarantee future results. Individual circumstances vary significantly.
Disclaimer
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.