Anyone invested in UK-focused cyclical stocks has done well since December’s general election. Indeed, we might speculate that if Neil Woodford had maintained his focus on FTSE 350 dividend stocks, he’d now be enjoying the adulation due to a successful contrarian.
Mr Woodford ran out of time, but the main reason this happened is that he didn’t stay true to his system. If he had, I’d be willing to bet that investors would have continued to trust his stock-picking instincts.
The Stockopedia ethos is all about focusing on quantitative factors that are proven to work. Not every stock with good stats will be a winner. But in aggregate, a balanced selection should perform well, as Ed Croft’s NAPS portfolio has demonstrated.
Staying true to my system has been a key goal for me since I launched the Stock in Focus (SIF) folio in April 2016 (this link will only work on the old Stockopedia site). The challenge I agreed with Ed at that time was to see if I could beat the market with a portfolio where the stocks are selected using a screen. So far, I’ve succeeded:
But sticking to…
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