Monday, Feb 11 2019 by

Dear Ed,
Would you pick the same NAPS stocks today?
(So far not good)

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36 Posts on this Thread show/hide all

Furtim 11th Feb 1 of 36

At the risk of putting one’s own foot somewhere that it shouldn't be...

Dare I suggest that whilst there are some very interesting discussions on here, both for and against companies, ideas, etc. Ultimately Stockopedia is a platform which supplies data (and tools) that contribute towards helping YOU seek out and select YOUR OWN investments.

It isn’t a tipping service.

Flak jacket and tin hat on.

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herbie47 11th Feb 2 of 36

I thought NAPS 2019 was doing quite well?

Of course NAPS would not select the same shares today, it will change everyday.

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jonesj 11th Feb 3 of 36

In reply to post #445998

Well, it is not entirely clear what the opening post refers to. One presumes some stocks, picked in some year may have underperformed over some unknown time period.

Anyone who has read about investing in any depth will know even the finest investors and their strategies have periods of underperformance.

Might be time for the moderators to hit the Delete button.

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mmarkkj777 11th Feb 4 of 36

I did the Naps this year with a part of my portfolio, just as an experiment to see how I do and whether I could handle leaving 20 shares without being tempted to buy more of the stocks doing well, or cutting my losses on the stocks that fall below my normal stop levels.

It's up 1.3% so far (YTD), and whilst this is trailing my active portfolio (and the All Share or Aim markets) considerably, its still on target to beat any interest levels on cash accounts.

As has been mentioned above, the idea of Naps is zero admin, and so there will always be some stocks which would look better than those chosen at any given time. Hindsight is a wonderful thing.

Lets see how its doing in a few weeks. I could have done much better adopting a stop loss (so far), but then it would not have been zero admin.

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Laughton 11th Feb 5 of 36

I'm surprised - I set up a Portfolion on Jan 2nd with the 20 2019 NAPS selections "buying" an equal value of each and as of this evening it's showing a profit of 5.9% which I thought was pretty good (it beats my real portfolios anyway).

Maybe the difference between 1.3% and 5.9% is dealing costs and stamp duty??

I would have been happy to include the portfolio here but I'm afraid I don't know how to do that (if it's even possible).

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mmarkkj777 12th Feb 6 of 36

In reply to post #446068

Hi laughton,

Yes probably it.

Mine does include all costs. The Portfolio is actually showing a 1.8% loss today, due the Plus500 (LON:PLUS), which was the highest gainer up to yesterday!

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mmarkkj777 12th Feb 7 of 36

Sorry, but I really fail to see why my post above warrants a thumbs down?

If someone could be so kind as to explain it would be really appreciated as feedback (so I can improve my posts).

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herbie47 12th Feb 8 of 36

In reply to post #446278

I did set a 2019 Naps up out of interest, mine was 4% up yesterday and +2% today, I'm surprised costs and stamp duty would make that much difference. Best share is Redrow (LON:RDW) up 21%. I'm not inc. costs or dividends. +4% in the first 6 weeks is good considering the spread on some of those shares.

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investor27 12th Feb 9 of 36

I am a part time investor, the worst, lazy kind. The Stockopedia site seemed to me to be quite extraordinary. A huge amount of information collated , more than a city professional's desk could have expected a few years ago. Too much for me to spend a lot of time digging into, but very impressive. So after the announcement of Ed's Naps selection I opened an account with Hargreaves Lansdown , transferred £100k and invested £5k into each stock.
Since then my £100k has reduced in value by 2.3% and the FTSE 100 has increased by 4%.
So I am asking would Ed pick the same stocks today, a month and a half later?

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mmarkkj777 12th Feb 10 of 36


Here is my Naps screenshot from 5 mins ago.

I included all dealing costs in the costs section to give a true picture, as per the broker costs incurred for each stock (with the frequent trader discount).  The Portfolio was under £10k in total.  i.e. as close to £500 for each share as possible including dealing costs.

Its now showing a  loss after today's fall of Plus500 (LON:PLUS) which had been the highest riser up to yesterday.

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mmarkkj777 12th Feb 11 of 36

In reply to post #446353

Hi Investor27

I also used Hargreaves Lansdown. I'm guessing the differences in performance between our (You, me and Herbie) Naps portfolios must be down to fluctuations in the price between our exact days of purchase and the economies of scale, perhaps, on the size of transactions.

For me, it was more of a small experiment, as explained above. So the relative lack of performance is not an issue for me. I only put 1/10 of your investment into this, with a view to assessing this at year end. There is still a long way to go before making my assessment.

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investor27 12th Feb 12 of 36

Herewith screenshot of the 'Naps' portfolio

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investor27 12th Feb 13 of 36

...and yes Mark777 , I guess timing has a lot to do with variances!

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Laughton 12th Feb 14 of 36

Part of the explanation then is that your real portfolio is with £500 per share whereas my "just keeping track" portfolio is based on £20,000 per share.

So, yes, dealing costs are going to have a much bigger impact on purchases of £500.

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Nick Ray 12th Feb 15 of 36

I think it very much depended on exactly when you bought into NAPS. There was quite strong performance in early January but things have slowed down or stopped since mid-January.

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herbie47 12th Feb 16 of 36

In reply to post #446378

That explains why the costs are a high proportion as you are only buying around £500 each transaction. Of course if you bought £5,000 each time the costs would be much lower. You only have 10 shares so it will not match Ed's selection.nk 6 weeks in is far too early to judging performance, best to look in about 4 months time. Last year started off well but then got hit from around June onwards. This year is very difficult to predict.

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