Registered:
28/01/13
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Real Name: Roland Head

Occupation: Blogger, Entrepreneur, Journalist, Private Investor

Interests: Bonds, Commodities, Economics, Emerging Markets, Gold, Interest Rates, Oil, Property, Stocks, US Market

Location: United Kingdom

Twitter: rolandhead

Fantasy Fund: Stock in Focus portfolio

About Me:

Private investor & writer on stock markets with a particular fondness for free cash flow, dividends and value, plus an interest in resource stocks.

In earlier life, I worked as an engineer in telecoms and IT. The quantitative, rule-based mindset required for this type of work is probably reflected in my investment style. 

Another factor that affects my investment choices is my experience working for a large telecoms company at the turn of the century, when tech stocks were booming. Watching this bubble inflate and then implode from the inside was very educational.


Investment Strategy
I trade... monthly
I tend to buy... according to my system
I hold for... years
Diversification is ... essential to reduce risk

I run two portfolios: the first is a fairly traditional mixed-cap value portfolio with a bias towards income stocks and contrarian picks. I look for asset plays and good businesses going cheap due to short-term pressures.

My second portfolio is the Stock in Focus Portfolio (SIF), which I run as a Stockopedia Fantasy Fund. I write a weekly column about this portfolio for Stockopedia.


Blog

Freelance financial writer, offering news, investment and opinion articles covering primarily UK stocks. Particular interests are dividend and value investing, plus the oil and gas industry.I have the CFA UK Investment Management Certificate (IMC).

Web Address: http://https://www.rolandhead.com

Address: North Yorkshire
UNITED KINGDOM

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Roland Head's Latest Blogs

Investors in technology stocks have done well over the last year. According to figures from the FT, the technology sector has risen by about 25% in that time. That’s more than double the 12% managed by the FTSE All-Share index, although it does lag the 31% gain delivered by the AIM market. I’m mentioning this today because the SIF portfolio hasn’t really had much exposure…

Is JD Sports Fashion about to follow its budget rival Sports Direct International into the retail sin bin? Or was last month’s 20% decline just a short-term blip in the company’s stellar progress? With no new stocks to add to the SIF Portfolio this week, I’m going to take a closer look at one of the top stock market performers of recent years. Let’s not…

The Stock in Focus portfolio is now larger than it’s ever been, with 22 holdings. Performance so far has been reasonably good, and the portfolio has risen by about 24% over the last 12 months versus 13% for the FTSE All Share. My policy of allocating £50k to each stock was designed to allow 20 virtual holdings in my £1m Stockopedia Fantasy Fund. Reinvesting the…

Almost exactly one year ago, I asked whether I should buy British Airways owner International Consolidated Airlines (IAG) for the SIF portfolio. Remarkably, one year later IAG has popped up in my stock screen again. Last year, I decided not to add to the stock to the portfolio. Coming just a few days before the EU referendum, this decision has helped me avoid a loss.…

One of the hazards of building stock portfolios using screens is that the stocks which qualify change from day to day. Having taken a look at the Stock in Focus screen results on Monday night, I had a clear idea of the company I was going to write about on Tuesday. Fast forward eighteen hours, and my choice has gone from the screen results. This…



Roland Head's Latest Comments

Hi iwright7, Thanks for highlighting this approach to investing. I agree that using a points-based scoring approach to create a ranking list of potential buys can work well. It's not the approach I'm currently using, but does have some attractions and I'm aware that a number of successful investors follow this method. I think there's a slight risk that this approach might result in too…

Hi Abingdoninvestor, Thanks for your comments. My 14 criteria are the ones in the Stockopedia screen which I use to generate a short list of stocks to consider including in the portfolio. You can see the current screen results and the screening rules here: http://www.stockopedia.com/screens/stock-in-focus-screen-113218/ Regards, Roland

Hi herbie, I don't just write about portfolio stocks, I also write about other stocks that may be of interest. Roland

Hi dfr1, Interesting comments about Blacks returning to profit. My wife was in York last week and she reported that the Blacks store in the city centre was having a closing down sale. I assume this means JD Sports Fashion (LON:JD.) is pruning unprofitable stores from its portfolio. But I was surprised to see this one go, as it always seemed busy. Regards, Roland

Hi herbie,Central Asia Metals (LON:CAML) isn't due for review until September, as it falls under my new 9-month holding rule, which I'm phasing in gradually (A review of holdings which are eight months old will be published later in July).Severfield (LON:SFR) does qualify intermittently for the screen, but the portfolio (http://www.stockopedia.com/fantasy-funds/stock-in-focus-portfolio-6449/) doesn't have any cash for new buys at the moment, due to the impact…

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