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 […]
Read MoreAuthor: shauniekent
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 […]
Read MoreFiscal Responsibility
I forgot to publish and share but this made me chuckle from the Mcturra blog…. well if you don’t laugh you might cry. Democracy is doomed
Read MoreWhy 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 […]
Read MoreTaking 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 […]
Read More2018 NAPS style portfolio update – there isn’t one!
I haven’t posted in a long time and have neglected to post a 2018 NAPS style model portfolio. I explained in my 2017 NAPSesque post that i was nervous about the market and wanted to stay partly in cash. The FTSE 350 actually ended the year c. 8% up whereas my portfolio which was 50% […]
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