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Author Archives: shauniekent

UK Large Caps StockRanks NAPS – 5th year performance

September 14th, 2023 | Posted by shauniekent in Uncategorized - (0 Comments)

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:

  startfinal price% change
source biodelisting122.5115-6.1%
contourglobalscheme of arrangement256251-2.0%
yamanaplan of arrangement39547520.3%
     
Portfolio Overall1 year performance  3.8%
Ftse 3501 year performance41444134-0.2%

So a positive performance, beating ftse350 – but nothing exciting. But losing value when accounting for inflation so i’m still worse of than 1 year ago.

My last years 3 discretionary picks were all precious metals and they rose on average 9%. So my discretionary picks worked. I continue the theme with precious metals and this year my 3 picks were Endeavour mining, Anglo American and Wheaton Precious Metals as I think we are entering an era (5-10 years) of commodities out-performance.

Last years performance:

And my new picks are:

2023 Model Portfolios

January 2nd, 2023 | Posted by shauniekent in Uncategorized - (0 Comments)

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.

Model Portfolio 2022 Performance

January 1st, 2023 | Posted by shauniekent in Uncategorized - (0 Comments)

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%

UK Large Caps StockRanks NAPS – 4th year performance

September 6th, 2022 | Posted by shauniekent in Uncategorized - (0 Comments)

Minus 4.29% for the past year. Top stockranks (inc compnies of all sizes) is down around 15% – so that’s pleasing although I underperformed the FTSE 350 which was down 2.6%.

Last years scores and also this years portfolio below… I had 3 discretionary picks this year – all precious metals (Wheaton, Endeavor &Yamana) – we’ll see how this turns out!

Model Portfolios for 2022

January 3rd, 2022 | Posted by shauniekent in Uncategorized - (0 Comments)

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

Model Portfolios Returns for 2021

January 3rd, 2022 | Posted by shauniekent in Uncategorized - (0 Comments)

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