UK Large Caps StockRanks NAPS – 2nd year performance

This is the second full year of running this portfolio and im pleased it has outperformed compared to slight underperformance in it’s first year. A reminder of the portfolio criteria: Approx 20 companies. Each stock circa 4.5% position. Each company must be >£1billion market cap Pick of 2 stocks from each of Stockopedia’s ten sectors […]

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. […]

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 […]

2018 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% […]