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 […]
Read MoreMonth: January 2023
Model Portfolio 2022 Performance
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% […]
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