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 where i wanted to invest the remainder.
But i still haven’t posted. I just feel too nervous with Brexit, Trump, recession risk in the US etc etc. I know there are alwys things to be worried about and i have no long term experience – i just think i want to to sit out for a while. Â I’ve decided to remain ‘in cash’ for the foreseeable future. I may publish my NAPS at some point in the year – else if i dont, my performance should be judged as holding cash against the market.
Here are the NAPS i thought about posting for 2017 (as it happens, i would have been up 5%). It’s also worth noting that in my real world portfolio i am still invested, but may well go towards cash at any point. Obviously NAPS are meant to be a but then forget until the period end.
| BLVN | Bowleven |
| CAPD | Capital Drilling |
| CRAW | Crawshaw |
| EMR | Empresaria |
| FLYB | Flybe |
| GENL | Genel Energy |
| GYM | GYM |
| HAT | H & T |
| IGG | IG Group |
| ITQ | Interquest |
| NTBR | Northern Bear |
| NTG | Northgate |
| OPHR | Ophir Energy |
| REC | Record |
| RBG | Revolution Bars |
| SAND | Sandstorm Gold |
| SLW | Silver Wheaton |
| SLW | Silver Wheaton |
| STM | STM |
| WTM | Waterman |
| ZMNO | Zamano |