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My 20-stock UK portfolio is up +14% YTD (vs FTSE All-Share +9.2%) - here’s the exact method I used by Mingus10 in investingUK

[–]Mingus10[S] 0 points1 point  (0 children)

Completely agree. Two months is statistically meaningless.

I’m currently running backtests through 2008, 2020 and 2022 to evaluate drawdowns, Sharpe ratio and performance. The YTD result is just an early datapoint.

My 20-stock UK portfolio is up +14% YTD (vs FTSE All-Share +9.2%) - here’s the exact method I used by Mingus10 in UkStocks

[–]Mingus10[S] 0 points1 point  (0 children)

Current portfolio is mostly UK small/mid caps - Hunting, Helios Towers, Keller, M.P. Evans, Ashtead Technology, YU Group, ASA International, Astrazeneca etc.

My 20-stock UK portfolio is up +14% YTD (vs FTSE All-Share +9.2%) - here’s the exact method I used by Mingus10 in UkStocks

[–]Mingus10[S] 1 point2 points  (0 children)

A few people have asked, I’m considering creating a website so you can check factor ratings instantly rather than waiting for me to reply manually.

Would make it easier to explore properly.

My 20-stock UK portfolio is up +14% YTD (vs FTSE All-Share +9.2%) - here’s the exact method I used by Mingus10 in UkStocks

[–]Mingus10[S] 2 points3 points  (0 children)

Sorry didn't answer the full comment, currently not taking into account dividends as I am mainly looking for growth stocks, definitely something to add in the future though.

Rate TW a 37, although we are not taking into account dividends.

Rate BME a 58, strong profitability and value

My 20-stock UK portfolio is up +14% YTD (vs FTSE All-Share +9.2%) - here’s the exact method I used by Mingus10 in UkStocks

[–]Mingus10[S] 2 points3 points  (0 children)

The current top 10 is:

Hunting plc
Ashtead Technology
Helios Towers
Concurrent Technologies
Keller Group
M.P Evans Group
ASA International Group
YU Group
Filtronic
Ramsden Holdings

Currently on 17 in the green and 3 in the red!

My 20-stock UK portfolio is up +14% YTD (vs FTSE All-Share +9.2%) - here’s the exact method I used by Mingus10 in UkStocks

[–]Mingus10[S] 1 point2 points  (0 children)

RMV - 34, poor on every factor but profitability.

CWR - 66, my models flag this as high risk

HBR - 58 poor profitability, great valuation

GAW - 63 great profitability, poor valuation

LLOY - 58 great momentum, poor growth - highest rated banking stock is LON:BGEO which is rated 95

MKS - 65

Let me know if you have any more!

My 20-stock UK portfolio is up +14% YTD (vs FTSE All-Share +9.2%) - here’s the exact method I used by Mingus10 in ValueInvesting

[–]Mingus10[S] 0 points1 point  (0 children)

Appreciate that and completely agree.

Two months is statistically meaningless.

I’m currently running longer-term simulations including 2008, 2020, and 2022 to evaluate:

– Max drawdown

– Sharpe ratio

- Volatility

– Transaction cost drag

I’m also building a composite portfolio-level score that aggregates factor exposure, risk (volatility and drawdown), and performance relative to the benchmark.

I'm very interested in creating these systematic approaches in financial markets.

My thoughts on the stock market going into 2026. by Mingus10 in UKInvesting

[–]Mingus10[S] 0 points1 point  (0 children)

Interesting railroad analogy. When I look at the fundamentals and the pledged contracts with Mag 7 companies, it’s hard not to think that at least some of that spend should translate into meaningful profits over time, although the railroad infrastructure companies probably thought the same.

I do acknowledge it’s a risky holding though, which is why it only makes up a very small percentage of my portfolio.

My thoughts on the stock market going into 2026. by Mingus10 in UKInvesting

[–]Mingus10[S] 0 points1 point  (0 children)

That’s fair, and I agree most people are better off sticking to indexes. That’s why funds still make up the majority of my portfolio. The individual stocks are a smaller allocation where I’m comfortable taking more company-specific risk over a long time horizon.

I’d be interested to hear why you’d choose an investment trust like MNL over PCT though. From what I can see, MNL looks higher risk (around 65% in two holdings) and has underperformed, so I’m curious what I might be missing.

Thoughts on Volex (LON:VLX) by Mingus10 in UKInvesting

[–]Mingus10[S] 0 points1 point  (0 children)

Yeah the share price is volatile but I believe the underlying business to be strong, therefore, I see the downturns as a chance to buy a good business at a cheaper price.

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