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 […]
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Model Portfolios for 2020
<03/01/21 re-uploading portfolio images after they were lost in webhosting upgrade – see next post for review of performance> The NAPS discretionary long has a mid cap blend bias whereas the NAPS discretionary short has a mid cap growth bias. There were no longs or shorts within the telecoms sector to select that fit the […]
Read More2019 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. […]
Read MoreUK 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 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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