Real Name: Simon
Occupation: Blogger, Private Investor
Interests: Funds, Stocks
I have been an active private investor since the mid 1990s and while I have made healthy gains overall, I am the first to acknowledge that although having learnt much already, I still have plenty more to learn. I started the Share Knowledge blog in 2011 in order to share my research, commentary and investment ideas. Since then, the readership base has grown at a healthy rate and continues to do so. The site is entirely non-commercial and carries no advertising or sponsored links, other than a referral button for Stockopedia.
I am primarily interested in investing and commenting on growth companies. I try to avoid early stage growth or so called 'blue sky' stocks having been burnt on these too many times. These days my sweet spot is to focus on companies that are transitioning into or growing profitability. Typically, my investment time frame when I take a position in a share is 3-5 years and I try to take a strategic perspective, ignoring short-term price fluctuations, while ensuring that the investment case remains valid and risks are assessed.
I generally have an appetite for relatively smallcap shares with solid or spectacular growth potential. In theory, this often carries a higher risk profile than investing in so called blue chip shares. However, I believe that with smaller companies in particular, private investors can gain an advantage if they conduct solid research, paying particular attention to risk management – not just the upside potential. I try to avoid frequent trading and have a preference to buy and hold my investments for months or years while remaining vigilant of changing circumstances. I also have a self-imposed policy of not using leveraged instruments in my own investment transactions.
My Share Knowledge blog is where I diarise my ongoing attempts to ‘beat the stock market’. It is a never ending challenge of course because investing in shares is not a one way bet. My aim is to balance risk and reward to push the odds of success in my favour.
Web Address: http://share-knowledge.org.uk/
Regular readers will recall that I have been 40% + in cash since shortly before the Brexit vote and subsequently stated that I would remain so until after the US election – this is very unusual for me because I am usually fully invested most of the time. As chance would have it, I was in the US for election week and boy, what a…
I feel that I would like some exposure to oil in my portfolio but would prefer not to own individual shares as I'm terrible at researching and valuing oil companies. Therefore, I'd like to improve my exposure via specialist funds. My preference is closed ended investment trusts. I already have a holding in City Natural Resources High Yield Trust (LON:CYN) which has a nice yield…
There was a SCVR discussion on broker notes recently (sorry for the new post but I couldn't find the right SCVR thread), prompted by Paul's meeting with the CEO of Research Tree. I came across this site recently, Broker Forecasts, that is a cheaper subscription at £15pm - or you follow them for free on Twitter @BrokerForecastsThey don't provide access to the actual note though…
This coming weekend I will be launching the ISA01 real money portfolio to coincide with the new ISA tax year. I will also publish and track the holdings for each of my three investment strategies; Focused Income, Compound Growth and Special Situations.Context and GoalsI am in my early 50s (as is my wife) and we plan to retire before we are 60. We have a…
It seems like I have been in hibernation for almost a year now. I should explain why this site has been neglected. I have been involved in a private equity acquisition in my professional life and alongside this I have taken on a new global role that has required a lot of attention. Now that it looks like normal service is returning, I should be…
For non ISA/SIPP holdings there is a £5k dividend allowance, maybe worth bearing in mind alongside the CGT allowance.
Re: Treatt (LON:TET) director purchase, NEDs are not always privvy to info on current business trading and therefore, not necessarily inappropriate to buy. The NOMAD should be monitoring any compliance issues arising from such a transaction.
Excellent interims from Tristel (LON:TSTL) today, as flagged by earlier trading update. Lots of growth still to come here I think, so I'm happy to continue holding. Share price is up 9.3% as I write.
I am in the "near 55" category Joy and pay into both ISA and SIPP quite aggressively so that as much as possible of my income (and investment gains hopefully) in retirement is tax free. Apart from the 25% cash free sum you can take from your SIPP, other drawdowns are subject to income tax (which will vary, depending on other sources of income, such…
Hi jakedog, in my notes I had Zytronic (LON:ZYT) going ex-div tomorrow, so thanks for highlighting it is today. A bonus that the share price is flat, I agree.