Get Out of Your Own Way: Lessons From Phil Hoffer's 767.6% Returns
In a volatile market, the hardest thing to manage isn't the market. It's your own reaction to it. Ed Croft interviews Phil Hoffer live.
This webinar took place on WebinarJam. View the original recording.
When Phil Hoffer shared his process last year, 2,831 investors registered to hear it. What they heard was simple: a set of rules centred on Quality and Momentum, with Growth requirements in the mix too. He has followed them through more than a decade as a Stockopedia subscriber. This year put those rules, and his nerve, to the test, with a strong run to June and a sharp correction after it. Despite the volatility, he has grown his portfolios by 767.6% between 2012 and the end of September.† His results show what's possible when discipline replaces second-guessing.
On Thursday 29 October at 5pm UK time (GMT), Stockopedia CEO Ed Croft asks Phil how he handled this year's market, including the moments he was most tempted to step in. You'll hear what he changed, what he refused to change, and how you can build rules that help you get out of your own way.
What you'll discover
The one change Phil made to his rules this year
, and how they carried him through a strong run to June and the sharp correction after it.
Why Phil looks well beyond the UK for opportunities
, and why it mattered so much when the market corrected.
Why deciding what not to do sits at the heart of his discipline
, and how to choose what to leave out of your own process.
Why Phil sees himself as the weak link in his own process
, and how he keeps himself out of the decisions.
How to narrow thousands of shares to a short list worth your time
, and why a share must already be trending before Phil will consider it.
The thinking that kept him in a share that rose dramatically
, holding on for more than three years before taking any profit, and how to let your own winners run.
When to sell, and the rules that help Phil act decisively
rather than hesitate.
† Phil Hoffer's figures are his own results. The 767.6% is the combined return of his three portfolios from 13 November 2012 to 30 September 2026, calculated by Stockopedia from his transaction records. They are not typical and are not a guide to what any other investor will achieve. Phil is a Stockopedia affiliate.
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