Happy new year to all readers! The past year has been full of surprises, both negative and positive. We hope 2021 will be a better year for everyone.

At the beginning of every year, we identify 10 stocks that are likely to outperform the broader market. The stock selections are published on AbsolutelyStocks.com. In addition, we track the performance of the stocks throughout the year — in our Top 10 Portfolio, which is updated at the end of every month. This is to keep us honest. Too often, analysts highlight only their good picks and sweep the bad ones under the carpet.

Typically, we adopt a top-down approach, where we first decide on the macro outlook (whether to be defensive or aggressive), followed by identifying sectors that we think will prosper in the coming one year, before narrowing down to companies that will stand out in these sectors.

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