Currently in on £PLUS and EVR (+28%).
I haven't quite surmised the courage to add some £CMCX and Sylvania Platinum (LON:SLP) just yet.
Royal Mail (LON:RMG) slipped past me when it was very cheap and didn't have cash spare.
Are you confident that the bull run will continue?
I only hold CMC Markets (LON:CMCX) and Sylvania Platinum (LON:SLP) out of those. RM (LON:RM.) have they not lost some of their parcel service to Hermes/Amazon, that's why the shares fell last week.
I don't like Israeli companies.
Instead of NAPs I look at the top 20 QM shares. They were up around 20%. I did not buy all of them but had 3 out of the top 4. The top 3 were up over 100%. Some such as Ergomed (LON:ERGO) and Frontier Developments (LON:FDEV) were in the top QM and NAPs.
On your NAPs chart you only have 17? RockRose Energy (LON:RRE) was taken over but still had a value, I think -2%?
Mi scuso se scrivo in italiano ma ho difficoltà in inglese ..chiuderò tutte le posizioni del NAPS 2020 e farò un rebalance per il nuovo portafoglio con le stocks del 2021 ...compro solo con Stockranks sopra i 95 altrimenti non entro in posizione esempio se nel settore non ci sono stocks sopra i 94 ranks non compro.
Google translate does a pretty good job akka - the acid test is to translate this Italian to UK translation back into Italian and see if it still makes sense :-)
I apologize if I write in Italian but I have difficulty in English ... I will close all the positions of the NAPS 2020 and I will rebalance the new portfolio with the stocks of 2021 ... I only buy with Stockranks above 95 otherwise I will not enter an example position in the sector there are no stocks above 94 ranks I don't buy.
