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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 low rank stocks to choose from – probably because markets have falle the past year.
Discretionary long beat mechanical long, discretionary short underperformed mechanical short.
Russian companies being a zero was a surprise for 2022.
Mech NAPS Short 2022 -53.6%
Not one company was up year on year. Amazing portfolio performance.
Mech NAPS Long 2022 -35.4%
Few russian entries which im taking as a zero
NAPS Discretionary Long 2022 -13.2%
One Russian zero
NAPS Discretionary Short 2022 -34.6%
