Building a Winning Process: Lessons From Phil Hoffer’s 656% Returns

Phil Hoffer has been a Stockopedia subscriber for more than a decade. By applying a simple set of rules centred on Quality and Momentum, he has achieved over 656% cumulative returns. His results show what’s possible when discipline replaces second-guessing.

In this live interview, Stockopedia CEO Ed Croft will explore the process Phil uses, the lessons he’s learned along the way, and how you can apply the same principles to bring more structure and confidence to your own investing.

What you’ll discover

• How Phil screens the market and narrows thousands of shares down to the few worth buying.

• The process he follows when deciding to sell, and how it helps him to act more decisively.

• Why abandoning company research altogether actually improved his results.

• How he held on to a winner long enough for it to transform his portfolio when most would have sold too soon.

• The hidden danger of concentrating too much in one stock, and the lesson it taught him.

• Why rules, not company research, were the foundation of his 656% returns and how you can apply them too.