Model Portfolio 2023 Performance

Publishing quickly to get the results published – will review when i get time shortly… Mech NAPS Long 2023 Overal 9%+ This did better than discretionary long below – it had 2 stand out performers whereas discretionary had none. SME Credit Realisation Fund down 4.3% at delisting OMV Petrom SA up 28.7% at delisting Mech […]

Read More

UK Large Caps StockRanks NAPS – 5th year performance

Posting this a couple days late and ran the portfolio a couple days over this year due to time committments elsewhere. A couple of my picks delisted, so have calculated their return from start to delisting:     start final price % change source bio delisting 122.5 115 -6.1% contourglobal scheme of arrangement 256 251 […]

Read More

Model Portfolio 2022 Performance

Discretionary long beat mechanical long, discretionary short underperformed mechanical short. Russian companies being a zero was a surprise for 2022. Mech NAPS Short 2022 -53.6% Not one company was up year on year. Amazing portfolio performance. Mech NAPS Long 2022 -35.4% Few russian entries which im taking as a zero NAPS Discretionary Long 2022 -13.2% […]

Read More

UK Large Caps StockRanks NAPS – 4th year performance

Minus 4.29% for the past year. Top stockranks (inc compnies of all sizes) is down around 15% – so that’s pleasing although I underperformed the FTSE 350 which was down 2.6%. Last years scores and also this years portfolio below… I had 3 discretionary picks this year – all precious metals (Wheaton, Endeavor &Yamana) – […]

Read More