Portfolio performances… Mechanical long just outperforming the discretionary. The discretionary short outperforming the mechanical by around 10%. Long portfolios outperforming short portfolios this year – after last years shocker! Ftse 350 up 14.4% in the year. So long portfolios not really outperformed, but short portfolios did. Mech NAPS Short 2021 8.5% gain Mech NAPS Long […]
Read MoreUK Large Caps StockRanks NAPS – 3rd year performance
This is the third year of running this portfolio and it’s underperfromed the benchmrk FTSE350. The portfolio returned 2.2% vs FTSE350 24%. Rubbish! Looking at stockopedia data, the top stockranked companies did outperform in the last year, so it suggests my selections were poor/bad luck. The 3 worst performers were all gold miners. Perhaps next […]
Read MoreBitcoin – A Letter to Investors – Part 2
Bitcoin – A Letter to Investors – Part 2 Performance since part 1 In my previous article I outlined what Bitcoin is and why it is important. https://www.stockopedia.com/content/a-letter-to-investors-the-case-for-bitcoin-591998/ I gave a summary comparison against other forms of money and suggested ways in which Bitcoin can be viewed above and beyond ‘money’. I also highlighted some […]
Read MoreModel Portfolios for 2021
2021 portfolios selected according to the rules are below. I feel fairly unenthusiastic about them – and found i had little choise when making my discretionary picks or that the companies available seemed uninteresting. We’ll see… Mech NAPS Short 2021 Mech NAPS Long 2021 NAPS Discretionary Long 2021 NAPS Discretionary Short 2021
Read More2020 Model Portfolios Performance
Below are the performances of my model portfolios in 2020. See here for a reminder of their rules and make up. Its interesting that i did not want to pick Hurricane Energy as a mechanical short, i liked the look of it. It fell over 90% during the year and the mechanical short proved correct! […]
Read MoreUK Large Caps StockRanks NAPS – 2nd year performance
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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