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Real Name: Ben Hobson

Occupation: Journalist

Interests: Stocks

Twitter: @BenJamesHobson

Fantasy Fund: Ben's Fund

About Me:

Strategies Editor at Stockopedia. Writer, Editor & Investment Strategies Analysis. Test driving and telling the world about the awesome stock market investing tools and resources at Stockopedia. Helping Stockopedia subscribers take control, invest with confidence, beat the market and sleep soundly at night.



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Ben Hobson's Latest Blogs

Six years ago two researchers, Martijn Cremers and Antti Petajisto, devised a model to assess just how 'active' a supposedly 'active fund manager' actually is. They shone a light on the ludicrous (even scandalous) issue of those fund managers that charge high fees for not doing much, and run portfolios that deliberately hug their benchmarks.The model was called Active Share, which is a simple percentage…

It has been a dismal twelve months for investors in Blur Group, which has quickly become a poster child for heavily promoted story stocks that underperform. In just over a year its shares have slumped from a high of 780p to just 52p and its accounting credibility has come under fire. While some disappointments are unavoidable there are ways of shielding a portfolio from disaster…

In case you missed it, we did a round-up last week of the first quarter performances of the 60+ guru strategies that Stockopedia tracks in the UK. The news was that the gurus have got off to a good start in 2015, with Quality and Value strategies leading the way, and just edging the market. Various factors (including QE) have energised European markets this year,…

Just what is it that makes a business truly great from an investment perspective? Warren Buffett, one of the world's most successful investors, says that greatness can be found in stocks that not only produce excellent returns, but can protect those returns with an enduring 'moat'.For Buffett, it isn't enough for a firm to earn high returns from constantly reinvesting in itself. It also needs…

2014 was a year to forget for many of the 60 investing strategies inspired by the legends of finance that are tracked by Stockopedia. With the UK's main indexes generally drifting lower last year, weak sentiment and missed earnings targets hurt performances across the board. But the first three months of 2015 have witnessed a change of fortune for the gurus. Along with a general…



Ben Hobson's Latest Comments

Hi, yes you're absolutely right, my maths was wrong there. Sorry about that - corrected.

herbie, Oops - thanks for spotting (time flies...!) Absolutely. Funnily enough I bought Tesco as a wildcard for my in-house Stocko fantasy fund in early Jan. They laughed in the office... but they're not laughing now !

Hi Michael. It's a very interesting point - and we talk about it endlessly here! I think it's undeniable that, on paper, if someone spends time and effort to pick 10 stocks and they all rise to varying degrees, that the premise of rebalancing one or more of them seems nuts. That's a stock-pickers approach - you run your winners... etc. I guess the question…

Sure, I guess that given the sheer scale of Berkshire Hathaway, there is just a natural element of diversification. That said, there was some research into this (here) that found that between 1976 and 2006 his top five holdings averaged 73% of the portfolio value. So certainly during that time he was pretty concentrated.

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