Investor, writer, analyst.
I've been a full-time stock market analyst and investor since 2009, with the exception of one "year out"!
I was a chartist (technical analyst) for three years, analysing the fixed income and futures markets for hedge funds and investment bank traders.
After that I moved over to the buyside where I got my CFA qualification and learned how to manage equities and fixed income portfolios for a large institution. When given the chance to manage a diversified UK equity portfolio, I generated a return of 28.5% in two years (benchmark: 17.1%). Avoiding the mining sector was a big help!
I then took my year out to study Mandarin in China. Ever since, I've been spreading the word on how individuals can find exciting investment opportunities. I've spoken at countless events, taught financial statement analysis to private investors, built up a small following on social media, and have been a regular fixture here at Stockopedia for many years. The stock market continues to fascinate me and I'm sure it always will.
In line with conventional wisdom, I believe that investors should have an owner's mentality and see themselves as partners in a business venture. On that basis, I like to buy stocks in businesses that I understand reasonably well and whose long-term prospects I believe in. I rarely sell stocks except out of necessity or in extreme circumstances.