This page will be used to track portfolio performance and act as a public record over many years to come. The % performance numbers should be taken as a close approximation – some portfolios are harder to work our performance metrics for but i’ve done my best to be as exact as possible.
I’ve formalised the portfolios that i will manage and track. These include a number of ‘model’ portfolios which i’ve spent some time thinking about and deciding on – look for a post on this soon explaining the rules and purpose for each.
A quick review after 2023 shows that my discretionary NAPS portfolio is only beating the FTSE 350 by a couple of percent after 5 years – not wholly inspirin. However my stockchallenge entries, where i pick 5 longs, has massively outperformed and is up over 10x in 10 years.
| Portfolio | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | Notes | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Personal/StockRanks NAPS Mix (discontinued) | (long only) | 24.2% | 17.8% | 1% | discontinued | Discretionary stock choices with a loose high StockRank bias which I've tracked on the blog - see posts here. | |||||||
| StockRanks NAPS | (long & short) | n/a | n/a | n/a | n/a | 19.5% | -9.5% | 10.6% | 2.1% | -0.3% | A systematic StockRanks NAPS portfolio with some discretion used. | ||
| StockRanks NAPS | (long only) | n/a | n/a | n/a | n/a | 23.4% | 1.1% | 15.5% | -13.2% | -9.4 | This is the long only part of the portfolio above. | ||
| Mechanical StockRanks NAPS | (long & short) | n/a | n/a | n/a | n/a | -4.1% | -4.1% | 7.5% | -4.3% | 7.9% | Purely systematic and mechanical following pre-set rules. No discretion used. | ||
| UK Large Caps StockRanks NAPS | (long only) | n/a | n/a | n/a | n/a | -2.4% | 7.6% | 2.2% | -4.3% | 3.8% | 13.7% | Long only companies with market cap greater than £1bn. I'm tracking this here Portfolio runs Sept to Sep. Updates made in Sep. | |
| Personal Purely Discretionary | (long & short) | no data | no data | c. 65% (largely bitcoin profits) | tbc | -33% (losses mainly shorting US markets) | Purely discretionary stock selections and trading. Although I started earlier, I only have reliable figures for 2017. In 2017 the gains were solely due to cryptocurrency investments. | ||||||
| Family Member Portfolio - Discretionary | (long only) | n/a | 30.8%* | 2.4% | tbc | n/a | n/a | A portfolio I have been administering for a family member. Purely discretionary with no rules. Portfolio started October 2015 (*2016 figure includes last quarter of 2015). | |||||
| UK Stock Challenge Competition | (long only) | 49.2% | 100.2% | 16.9% | 0.59% | 24.8% | 40.1% | 6.7% | -13.5% | 113% | -6.8% | Every year I enter the UK stockchallenge - picking 5 companies to do well. Alias 'shauniekent'. | |
| Benchmark - FTSE 350 | 14.0% | -13.7% | 14.4% | -3% | +2.9% |