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Portfolios selected lthough i put little time into tthe discretionary portfolios this year tbh – a quick scan of chart and business area.
I was a little disappointed to not be able to include any gold miners for 2022.
Mech NAPS Short 2022
Mech NAPS Long 2022
NAPS Discretionary Long 2022
NAPS Discretionary Short 2022
Portfolio performances…
Mechanical long just outperforming the discretionary. The discretionary short outperforming the mechanical by around 10%.
Long portfolios outperforming short portfolios this year – after last years shocker!
Ftse 350 up 14.4% in the year. So long portfolios not really outperformed, but short portfolios did.
Mech NAPS Short 2021 8.5% gain
Mech NAPS Long 2021 15.46% gain
NAPS Discretionary Long 2021 14.46% gain
NAPS Discretionary Short 2021 -2.85% loss
