Nick’s spreadsheet shows us the real value of a company and measures a companies consistency of growth: here are my picks from Nick’s FTSE 350 spreadsheet. These companies show incredible potential future benefits and all with better than 80% consistency of grown.

I would look at buying within the next couple of weeks. You have, coincidently, proper sub-sector diversification here too.

Hargreaves Lansdown PLC, Rotork PLC, Intertek Group PLC, Weir Group PLC, Aggreko PLC, Premier Oil PLC, Playtech PLC, Randgold Resources Ltd, Rightmove PLC, Petrofac Ltd, Fisher (James) and Sons PLC, Aberdeen Asset Management PLC and Nostrum Oil & Gas PLC.

Energy companies, namely crude oil, will have a hesitant start to 2015 but then recover much of recently lost price.

In addition to the above companies, consider a simple index tracker of the FTSE 100, FTSE 250 and S&P 500. They will do well this year. Remember, the secret is attention to cost. Ongoing cost is more important than entry cost. Vanguard FTSE UK Equity Index has an entry of 0.4% of the fund but a low 0.08% current cost. Shop around.

Consider an ETFS Gold (LSE: Epic Bull). Gold will have a good 2015. Based on cycles we could see a gold high near the end of March, then a drop followed by a similar high end of October. For those that bought Centamin PLC look for a sell at one of these dates. Preferably the end of March.

Diversification through Treasury Bonds and Gilts are excellent for the longer term investor. If you don’t have these yet, then leave until next year. It is a fair assumption that interest rates will remain for a while and therefore Treasury Bonds will stay level or decrease slightly this year.

If you hold Domino’s Pizza, Burberry, Easy Jet or Hikma Pharmaceuticals – all previous recommendations – you could consider taking profits now. 

My next blog will be from Nick’s S&P 500 spreadsheet – for those that can invest in US stocks.