Registered:
29/07/14
Seen:
5:34pm

Comments
209

Occupation: Analyst, Consultant, Private Investor

Interests: Economics, European Markets, Stocks, US Market

Fantasy Fund: Andrewdb's Fund 1

About Me:

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
I trade... a few times per year
I tend to buy... according to my system
I hold for... years
I invest with... <£1m
Diversification is ... essential to reduce risk
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.


Andrewdb's Latest Blogs
0

Capita Takeover Rumor Sep 2020

andrewdb 3rd Sep
0
2

Market Index data access

andrewdb 14th Oct '17
0
1

Redcentric - what next

andrewdb 7th Nov '16
1
2

Unite - UTG - Calculation of NAV

andrewdb 21st Jun '15
5


Andrewdb's Latest Comments
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Small Cap Value Report (Mon 26 Oct 2020) - placeholder

andrewdb Mon 10:25am
1
29

Small Cap Value Report (Mon 26 Oct 2020) - placeholder

andrewdb Mon 10:12am
1
4

Small Cap Value Report (Tue 20 Oct 2020) -

andrewdb 20th Oct
4
0

Small Cap Value Report (Thu 15 Oct 2020) - VLX, CER, MARS, BOWL, NCYT, FUL

andrewdb 15th Oct
1
8

Small Cap Value Report (Thu 15 Oct 2020) - VLX, CER, MARS

andrewdb 15th Oct
0
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