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. […]

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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 […]

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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% […]

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NAPS 2017 – deciding to remain ‘in cash’

So i wrote a post with my NAPs for 2017 but being short of time, and on the whole nervous about the markets i didnt post it. I then resolved to post my NAPS on the basis that i’d be notionally 50% invested, holding the other 50% as cash until a point in the year […]

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