Watch of the Day – Rules & Rationale

Gary LinTicker here and welcome to Watch of the Day, a weekly look at the FTSE 100 movers and shakers, highlighting what’s been hot and not for the companies listed.

The Rules

Watch of the Day is separated in to two competitions, the league for the top 20 (let’s call it the Premier League), and a cup competition for all 100 (maybe named the League Cup!).

The Premier League

League standings are based on the percentage move in their stock price from 1 January 2021. So if you invested £100 in one of these businesses at 1 January you can see how well your investment is doing against others in the table.

The top 20 at the start of 2021 were…

CompanyMarket CapRev
1Unilever157.30B51.57B
2BHP Group115.30B50.17B
3Royal Dutch Shell A113.01B132.09B
4Royal Dutch Shell B113.01B132.09B
5Rio Tinto PLC101.46B49.06B
6AstraZeneca95.05B19.47B
7HSBC86.09B43.47B
8Diageo68.76B18.63B
9GlaxoSmithKline61.36B34.10B
10British American Tobacco59.53B39.48B
11BP57.99B131.96B
12London Stock Exchange50.40B2.41B
13Reckitt Benckiser42.08B13.52B
14Glencore39.41B183.16B
15Anglo American37.93B20.17B
16Prudential37.08B64.14B
17Vodafone Group PLC34.71B39.34B
18Relx33.24B11.10B
19National Grid29.52B14.79B
20Lloyds Banking27.60B17.84B
Source: https://uk.investing.com/equities/united-kingdom

The League Cup

The League Cup is a knockout competition based on one weeks performance only.

Round One will be the end of April, the 2nd round at the end of May, 3rd round June, 4th round July, quarter finals August, semis end of September and the final at the end of October.

So the League Cup is anyone’s game and is all about how well they do that specific week against their competition.

The draw has been made (with the help of the random feature in excel!) and the first round ties are at the bottom of this post.

Rationale

Why have I turned the FTSE 100 into a year long football competition? A few reasons:

  • Most people set new year goals, and included on these are investment goals (myself included). So providing a weekly update on the FTSE top 20 I will hopefully provide a fun and entertaining way of following your investments – whether you have already invested or researching choices
  • I want to bring some of the successes and failures of the big companies to entrepreneurs and smaller companies as ‘food for thought’ as they go about the running of their business
  • And finally, by focussing on percentage growth over a week and over the year, hopefully this helps emphasise the long game for entrepreneurs and can provide a useful comparison against the speed of their own business growth and expectations

And now, for the tie…

League Cup First Round Tie

Admiral Group vs Entain
Ashtead Group BYE
Associated British Foods BYE
Auto Trader Group Plc vs Anglo American
Avast BYE
Aviva vs Mondi
Barclays vs National Grid
Berkeley BYE
BHP Group vs Standard Life Aberdeen
BP vs Land Securities
British American Tobacco vs Bunzl
British Land Company vs Smiths Group
BT Group vs Antofagasta
Coca Cola HBC AG vs InterContinental
Compass vs CRH
Diageo vs AstraZeneca
DS Smith vs BAE Systems
Evraz BYE
Experian vs St. James’s Place
Ferguson vs Lloyds Banking
Fresnillo vs Severn Trent
GlaxoSmithKline vs London Stock Exchange
Glencore vs Rightmove
Halma BYE
Hargreaves Lansdown BYE
Hikma Pharma BYE
HSBC BYE
Informa BYE
Intermediate Capital vs Scottish Mortgage
Intertek BYE
J Sainsbury vs Flutter Entertainment
JD Sports Fashion vs Phoenix
Johnson Matthey BYE
Just Eat Takeaway vs IAG
Legal & General BYE
M&G vs Croda Intl
Melrose Industries BYE
NatWest Group BYE
Next BYE
Ocado vs Pershing Square
Pearson BYE
Pennon BYE
Persimmon BYE
Polymetal BYE
Prudential BYE
Reckitt Benckiser BYE
Relx vs Kingfisher
Rentokil BYE
Rio Tinto PLC vs Morrison Supermarkets
Royal Dutch Shell B BYE
Sage vs DCC
Segro BYE
Smith & Nephew vs Schroders
Smurfit Kappa vs Rolls-Royce Holdings
Spirax-Sarco Engineering vs Aveva
SSE BYE
Standard Chartered vs Imperial Brands
Taylor Wimpey vs Barratt Developments
Tesco vs 3I Group
Unilever BYE
United Utilities vs Burberry Group
Vodafone Group PLC vs RSA Insurance
Whitbread BYE
WPP vs Royal Dutch Shell A

Who do you think will run away with the silverware?

Let us know in the comments

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