Stockatonia has deployed capital across a range of opportunities, with a number of investments delivering strong returns.

 

Illustrative examples of past performance are available upon request. Past performance is not indicative of future results.

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A 12-year hypothetical model portfolio identifying global technology shifts, protected by a high-conviction "Barbell" strategy and institutional-grade risk management.

 

Full Performance Track Record (10th March 2014 – 20th March 2026)

 

Discrete annual returns compared against UK and Global benchmarks.

 

All figures represent Total Return (Capital Gains + Reinvested Dividends) based on our hypothetical model holdings:

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                                                Stockatonia (Model)        FTSE All-Share (UK)      MSCI World (Global)

2014 (Inception)                               +2.10%                           +1.2%                            +11.5%

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2015                                                  +4.30%                           +1.0%                              +4.9%

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2016                                                 +18.20%                          +16.8%                           +28.2%

 

2017                                                  +15.50%                         +13.1%                           +11.8%

 

2018                                                    -5.20%                            - 9.5%                              -3.0%

 

2019                                                   +24.10%                         +19.2%                         +22.7%

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2020                                                  +31.40%                           -9.8%                            +12.3%

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2021                                                   +5.00%                          +18.3%                           +22.9%

 

2022                                                   -8.33%                              +0.3%                            -7.8%

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2023                                                   +64.50%                           +7.9%                           +16.8%

 

2024                                                   +63.16%                           +11.2%                          +19.2%

 

2025                                                   +47.58%                          +6.4%                            +14.5%

 

2026 YTD (to 21 Mar)                         +8.94%                           +1.8%                            +4.2%

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Cumulative Performance Metrics:

• Total Growth Since 2014: +833.46%

• Total Lifetime Gain: +£65,685.58

• Strategy Alpha: 15x outperformance of the FTSE All-Share benchmark.

 

Hypothetical Portfolio Disclosure: Performance results shown are hypothetical and are based on a model portfolio. Unlike an actual performance record, simulated results do not represent actual trading. Performance figures are shown Gross of Fees. Past performance is not a reliable indicator of future results. The value of investments can fall as well as rise.

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Our Investment Methodology

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1. The £1,000 Block-Buying Rule

The Stockatonia model maintains a highly managed selection of 25 active positions. By scaling holdings in £1,000 tranches, we remove emotional bias from our entry points. This systematic approach allows our "Winners" (such as NVIDIA and Palantir) to compound into dominant weights, while ensuring individual underperformers remain a capped and controlled percentage of the total fund.

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2. Early Adoption: The AI & Infrastructure Pivot

Our edge lies in identifying structural technology shifts years before the broader market.

• Foundation: Early entry into Microsoft (2020) and scaling of NVIDIA (+651%) and Palantir (+782%).

• Evolution: Currently expanding into the "Applied AI" phase through high-conviction positions in Symbotic (Warehouse Automation) and SulNOx (Industrial Fuel Efficiency).

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3. Strategic "Barbell" Architecture

To protect our growth, we balance the model with a defensive "ballast" sleeve:

• Insurance (Rate Hedge): Core holdings in Admiral (+426%) and Hiscox provide a natural buffer during high-interest-rate cycles.

• Physical Gold (Chaos Insurance): Our WisdomTree Gold holding acts as a non-correlated stabiliser, delivering a +232% gain to date.

• Healthcare Allocation: Investment in the Worldwide Healthcare (WWH) fund, delivering approximately 29x total return (+2,800%) on invested capital.

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4. Active Management & Timing

Unlike passive index funds, we utilise active timing to capture specific cycles, most notably our high-conviction entries into Tesla (+1,240%). By focusing on independent research and "Alpha" sectors, we have successfully decoupled our hypothetical returns from the stagnant performance of the broader UK market.

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Model Snapshot (March 2026)

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• Asset Mix: 22 Equities | 1 ETF | 2 Managed Funds

• Top Performer: Tesla Inc (+1,240% Total Return)

• Income Anchor: Admiral Group (+426% Total Return)

• Consolidated Value: £99,682.02