<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 criteria.
Again i find it difficult choosing stocks within the rules as i often don’t have an opnion or i simply don’t want to buy housebuilders for example! But the rules are there for a purpose and i follow them. I was more than happy to include Capital Drilling and HAT who i believe are both going to benefit from a rising gold price.
I find the shorts much easier to pick however I did not like having to pick Hurricane Energy as a mechanical short – i have picked this as one of my 5 stocks for the stockchallenge.co.uk annual competition!
The selections for 2020 are below.
NAPS Discretionary Long 2020
NAPS Discretionary Short 2020
Mech NAPS Short 2020
Mech NAPS Long 2020