Registered:
20/12/13
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Real Name: Simon

Occupation: Blogger, Private Investor

Interests: Funds, Stocks

Location: Bournemouth

Twitter: @BrilliantLeader

About Me:

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.


Investment Strategy
I trade... a few times per year
I tend to buy... after much research
I hold for... years
Diversification is ... essential to reduce risk

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.


Blog

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.

Find out More »


Crazycoops's Latest Blogs

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…



Crazycoops's Latest Comments

doug, re: Zytronic (LON:ZYT) - these shares are pretty illiquid and it doesn't take much buying or selling to move the price. As you say, it is generally a quiet share with nothing much happening between reporting periods and dividend payouts (worth noting perhaps that the share price held up very well on the last ex-divi day) which I take as a huge positive. Worth…

Ed I think the difficulty with having a classification system that has such a large population of shares as neutral/unclassified is that it appears unhelpful (at least visually). I wonder if a simple solution might be to colour code the neutral category; green for those that are closest to the winning strategies, red for those closest to the losing strategies and a much smaller population…

simoan, I agree with you about being in shares where a lot of PIs have leveraged positions. That was really my point about the Risk Ratings. Those ratings highlight the high volatility shares and it is more likely that high volatility shares are owned with leveraged positions - because leverage tends to create volatility.

"The other factor to consider with UK shares though is the prospect of increased M&A activity which I believe has already started""Is this not often a precursor to a crash?"I don't know, I haven't studied any data around this. Anecdotally, it seems to me that the value plays are more susceptible. Perhaps the time to become concerned is when the more expensive stuff starts being…

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