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.
I can't see any figures.
What is the overall performance?
I set up various folios at beginning of the year. The top 20 QVM shares are slightly ahead of NAPs and the top 20 QM shares. I have not got the top 20 VM share I suspect it maybe better than the QM folio. Pity we only have 10 folios on here.
It looks 14.5% YTD, as seen the top of the column (the price numbers covered, but the percentages visible): 18 companies - only 4 of them negative, but 6 of them over 30% growth. Not bad for the first quarter...
Thanks but I can't see any figures.
14.5% looks quite low, NAPs is up around 21% YTD. My QVM folio is up over 26% with 10/20 up over 30%.
I tried out 2 folios, top 20 QVM and top 20 QM, at beginning of the year, to compare with NAPs. QVM at the moment is the best performing. It is just the top 20 QVM shares.
Last year according to Ed NAPs outperformed it. Also the top QM shares was outperformed last year, this year it is quite close. I going more towards VM shares at the moment.
How does your NAPs selection compare with the Stockopedia one?
