andrewdb
Analyst, Consultant, Private Investor
- Joined 29 Jul 2014
- 562 comments
- 5 posts
Biography
Day job
started as an actuarial student because it started with 'a' turned programmer turned admin consultant turned systems consultant/project manager/ whatever clients are happy to pay for.
Always liked topology/numeric analysis. Did 2/3 msc in AI. Moved house.
Grow vines to make bad wine.
Lately been interested in SVMs/ NNets, but not seen the amazing results quoted in my attempts.
Investment strategy
Like others here, start with a stocko screen to some extent based on the core SRs.
Then prune:
SIPP I do not buy : 'jam tomorrow' stocks, loss making companies, companies in dying industries, companies whose products are easily substituted
ISA I do not buy : companies in dying industries, companies whose products are easily substituted
Internationalist in the long term:
Well run countries will outperform - the us/sweden/(and yes) the uk/most of the EU
Badly run countries will eventually fail - china/parts of s.america, africa/russia, italy
Admit that the SRs are backward looking so they are not a 'magic bullet', so before doing anything, need to look wider.
Struggling with timing exits. Made early mistakes selling at/near lows.
Currently considering just not selling.