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.
|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%||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%||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%||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%||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%||Every year I enter the UK stockchallenge - picking 5 companies to do well. Alias 'shauniekent'.|
|Benchmark - FTSE 350||14.0%||-13.7%|