Real Name: Andy Stafford

Occupation: Private Investor, Retired

Interests: Asian Markets, Commodities, Economics, Emerging Markets, Funds, Interest Rates, Oil, Stocks

Location: Worcester, UK

About Me:

Have built up an investment portfolio slowly over past twenty plus years, first in Unit Trusts and over the last few years Investment Trusts.

Have always dabbled in a few direct shares, now have more time on my hands to up my game, with the aim to split the portfolio initially 80% ITs and 20% smaller uk growth shares.

Happy to take on risk with shares, as I'm well diversified in ITs.

Slowly getting use to spending several hours a day reading trading up dates, the small cap value report, and analysing Stockopedia stock data screens - and then making no investment decisions.

Continuous feeling of having missed the boat on the good growth shares!

Investment Strategy
I trade... monthly
I tend to buy... after much research
I hold for... years
I invest with... <£1m
Diversification is ... essential to reduce risk
With circa 80% of portfolio in ITs,look for diversification and asset allocation based on my own view of the global economy and long term trends e.g. Bio Tech, EM (in particular India and to a lesser extent Vietnam). Approx 30-40% of IT portfolio in UK Smaller & Medium companies. Always had a long term bias to smaller companies. Building portfolio of small cap UK growth shares (at a reasonable price) - interested in technology and scalable growth models. Use own modified version of guru screens to id shares for further analysis. Put off by high valuations - so may be missing out on some opportunities. Think oil business is in terminal decline, wont want to be holding major oil companies in 5-10 years when peak demand passes, and they are left holding billions in legacy infrastructure.

Andy Stafford's Latest Comments

On a lighter note, would you invest in a company that is unsure of how many factories it has. The Plastics Capital (LON:PLA) bio reads "It has over five factories in the United Kingdom, approximately two in China and over one in Thailand"

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