This year i posted a 13.7% positive return against ftse 350 of 10.7%. So nothing to write home about. My 3 free picks last year were Wheaton, Anglo American and Endeavour Mining. The 1st was up 50%, the latter two basically flat. OMV Petrom looks like it delisted from london so i took its one […]
Read More2023 Stock Challenge Result
In the stock challenge this year i got a surprise to see myself not near the top of the leaderboard. I knew one of my picks ARGO Blockchain would have done very well off the back of Bitcoins price increase this year. However – upon speaking to the organiser, i realised i had picked the […]
Read More2024 Portfolios
I havent been paying much attention to the stock markets this year and did not have much time to select these portfolios – so i have little feeling over whether my discretionary portfolios will do beter than the mechanical. I do expect Gold to do well, Bitcoin too of course, commodities generally. If there is […]
Read MoreModel Portfolio 2023 Performance
Publishing quickly to get the results published – will review when i get time shortly… Mech NAPS Long 2023 Overal 9%+ This did better than discretionary long below – it had 2 stand out performers whereas discretionary had none. SME Credit Realisation Fund down 4.3% at delisting OMV Petrom SA up 28.7% at delisting Mech […]
Read MoreUK Large Caps StockRanks NAPS – 5th year performance
Posting this a couple days late and ran the portfolio a couple days over this year due to time committments elsewhere. A couple of my picks delisted, so have calculated their return from start to delisting: start final price % change source bio delisting 122.5 115 -6.1% contourglobal scheme of arrangement 256 251 […]
Read More2023 Model Portfolios
Mech NAPS Long 2022 Mech NAPS Short 2022 NAPS Discretionary Long 2022 – i didn’t have much of a strong opinion on anything as i havent followed stocks for a while – although i did get two gold exposed companies in this year which i expect to do well. NAPS Discretionary Short 2022- not many […]
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