2019 Model Portfolios Performance

So how did these model portfolios do in 2019? The combined portfolio scores are on the performance page(weighting longs 2/3rds and shorts 1/3rd but the individual components are below: The NAPS discretionary shorts performance for the year was -11.6% so pretty good. The shorts were very volatile – plenty of 100% swings in both directions. […]

New Portfolio Strategy

Since starting investing years ago i have moved from barely tracking overall performance to annual reviews which attempt to track overall portfolio performance but this is hindered by the my various accounts, cash balances and leverages that have been used. My investing style was varied, entirely discretionary and ad-hoc. I would like to more clearly […]

UK Large Caps StockRanks NAPS – 1 Year Performance Review

It’s a year since I created a rules based dummy portfolio which I’ve been tracking on Stockopedia’s fantasy funds. The aim of this was to see if I can’t beat an imagined institutional fund, by only investing in larger companies in an attempt to beat the market. I also created some other model portfolios with […]

Why every % matters…

Well obviously we want to build wealth, but it’s important to realize how even a little extra % gain each year can be significant. Making or losing an extra 1% may seem insignificant over a year, but over a period of several years it’s effect becomes very significant. “Compound interest is the 4th wonder of […]

Taking a step back…

This post started as an introduction to the portfolios I’m planning to track on this blog from now until some far away point in the future thereby demonstrating my stock picking credentials 😉 But it seemed like a good idea to reflect on how I arrived at this point in my investing career. I’ve been […]