Portfolio Performance

This page will be used to track portfolio performance and act as a public record over many years to come.

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.

Portfolio    2015 2016 2017 2018 Notes
Personal/StockRanks NAPS Mix (discontinued)(long only)24.2%17.8%1%discontinuedDiscretionary stock choices with a loose high StockRank bias which I've tracked on the blog - see posts here.
StockRanks NAPS(long & short)n/an/an/atbcA systematic StockRanks NAPS portfolio with some discretion used.
StockRanks NAPS(long only)n/an/an/atbcThis is the long only part of the portfolio above.
Mechanical StockRanks NAPS(long & short)n/an/an/atbcPurely systematic and mechanical following pre-set rules. No discretion used.
UK Large Caps StockRanks NAPS(long only)n/an/an/atbcLong only companies with market cap greater than £1bn. I'm tracking this here Started Sept 2018.
Personal Purely Discretionary(long & short)no datano datac. 65%tbcPurely 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/a30.8%*2.4%tbcA 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% tbcEvery year I enter the UK stockchallenge - picking 5 companies to do well. Alias 'shauniekent'.
Benchmark - tbc