17th Jul


Real Name: Ben Hobson

Occupation: Journalist

Interests: Stocks

Twitter: @BenJamesHobson

Fantasy Fund: Ben's Fund

About Me:

Strategies Editor at Stockopedia. My goal is to help private investors learn and invest with confidence through the articles, ebooks and other resources we publish on site. I also occasionally bunk off to interview famous investors at expensive restaurants. I studied History at Aberystwyth University, trained as a journalist and covered business news and corporate finance before settling in as one of the first staff members at Stockopedia.  Away from Stockopedia I'm a mountain bike junkie.

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Ben Hobson's Latest Blogs

The S&P 500 hit new highs again in July. But after a multi-year bull run dating back to 2009, new highs are really nothing new for the index of large-cap US shares. These days headline writers get more animated when the main benchmark loses ground - and there’s never a shortage of headlines warning of an imminent crash. So for onlookers, the performance of American…

Daniel Nickols has been running the Old Mutual UK Smaller Companies Fund since January 2004. In that time he’s forged a reputation for adept stock-picking in both up and down markets. Indeed, his £1 billion fund is one of the best performing in its sector over the past five years, with a 122.4 percent cumulative return. Daniel and his team of seven portfolio managers and…

One of the arduous challenges faced by investors is dealing with periods of underperformance. Different investing styles tend to suit different market conditions. So it doesn’t matter what the strategy is, there’ll always be times when it just doesn’t work. For those with a preference for a certain style, the discipline is in staying the course and sticking with the rules. Few will know this…

April through to June was another strong quarter for the 60 guru-inspired investment strategies tracked by Stockopedia. Followers of Paul Scott and Graham Neary, who write our daily small-cap reports, will know that many growth stocks have been flying for months. And that’s exactly what we’ve seen in our screens modelled on the legends of finance: small-cap growth has been in a sweet spot. But…

It’s hard to overstate just how important the internet has become to individual investors. Over the past two decades, online services have unleashed cheaper trading and better quality tools and information. But not all of these new services are problem-free. With a growing army of investors online, investment discussion boards have proliferated. While these boards can be a source of ideas, they can also be…

Ben Hobson's Latest Comments

Hi - the guidance on this is notoriously muddy ! It's tricky for Stockopedia (or anyone for that matter) to offer a definitive list of AIM stocks that would qualify under the BPR rule. That's because HMRC only make a judgment on exemptions when the tax falls due. You do hear people talk in broad terms about AIM stocks qualifying for BPR, but there are…

Hey Richard - yes, absolutely. Leave it with me and I'll get to work on it. Cheers, Ben

Hi, welcome and thanks for posting. I think a really good place to start in answering your question is Ed's article here: His Naps portfolio is built using QVM rules too, and he talks a lot in there about rebalancing So that might help you decide on how to deal with it. Decisions around diversification and rebalancing can only be made by you. It…

Hey - I really hope this isn't your last post ! Yeah, the Bill O'Neil strategy is tricky to model - but we're big fans. Apart from anything else, (as you'll know) it has a rule to sell any stock that falls 7-8% below the buy price - with no exceptions. So it's never really been the sort of approach that suits rebalancing in the…

Hi Mark! Hindsight's a wonderful thing! I'm relaxed about the ASOS example because it shows how these stocks can move between styles. Back in April 2014, ASOS would have just completed the shift from High Flyer (high quality and momentum) to Falling Star (high quality and low momentum). And from there it halved in four months. I can imagine that would have been uncomfortable for…

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