Introduction

My StockRanks £20k Portfolio 2 years on (Part 1) - Results,  is part of a series of posts about adopting the Stockopedia StockRanks into a £20K starting cash balance portfolio.

The following links provide the journey so far with the most recent first.

  1. My StockRanks £20k Portfolio 1 year on (Part 2) - The Rebalancing
  2. My StockRanks £20k Portfolio 1 year on (Part 1)
  3. My Stockopedia 20k Farmed Portfolio - The PLUS500 effect and why I am happy
  4. My StockRanks Farming Approach - a 20k Real Money Test Portfolio

But lets recap on my rules based strategy was for the year.

My Farming Rules

  1. The Stockopedia QVM Recipe (Quality > 66, Value > 66, Momentum > 66
  2. Dividend Yield 12 month rolling > 0
  3. Market Cap > £20m 
  4. Spread (bps) < 500
  5. Sector includes - One screener for each sector (10 sectors in total)
  6. Rebalance every 12 months
  7. A wide non destructive Stop Loss will be placed. [new rules going forward]

Exit Plan

A stock will leave the portfolio when it goes below StockRank 90 and a more suitable qualifying stock can take its place.  Once the Stock is part of the portfolio the Quality, Value or Momentum figures may go below 66.  That is ok as long as the Stock remains above 90 at the time of rebalancing.

Although I wanted to provide as little human intervention as possible under this system I was able to choose stocks from each sector that I thought would perform better than others.    I  also reserved my right to intervene when an extra-ordinary or surprise announcement that would adversely impact any stock.

Portfolio as of 24 October 2016 - 2 year on

The value of the portfolio has been flat. (+0.57%) 

2016 valuation £29220.35 & 2015 valuation £29054.28 (based on valuation chart below and trying my best to reconcile with my Halifax statement.). The portfolio has under performed the FTSE All-Share for the same period (+8%)

Since inception the value of the portfolio has increased by 39%, Annualised 19.5% 

sr-portfolio

All but one of the StockRanks have fallen below the 90 threshold.  Empresaria (LON:EMR) remains above 90 and the share price had risen a respectable 25%.   EMR was one of the stocks…

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