Hi, would very much welcome input on the above dilemma! I broadly follow the Ed Croft NAPS theories selecting top rank stocks from each sector and based upon this my portfolio sits pretty comfortably. Since investing Mid May, I have suffered a broad underperformance for the portfolio as a whole however appreciate this is a timing factor and do still believe strongly in the stock rank concept. My dilemma is more to do with certain stocks that have performed very badly, Griffin Mining, Camelia, Sanderson to name a few however in theory would still qualify for selection if I was investing today because still very highly ranked. ie in theory I should be bailing, but if I believe in the rankings then I should be holding?
Any input relating to this would be very much appreciated and thanks very much in advance.

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