Bitcoin – 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.  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 […]

UK 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 […]

2019 Model Portfolios Performance

So how did these model portfolios do in 2019? The combined portfolio scores are on the performance page(weighting longs 2/3rds and shorts 1/3rd but the individual components are below: The NAPS discretionary shorts performance for the year was -11.6% so pretty good. The shorts were very volatile – plenty of 100% swings in both directions. […]