Registered:
29/07/14
Seen:
Sat 3:55pm
Followers:
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Comments
97

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

Index data is available from many places (including Stocko) I am in the habit of recording the FT all share index, yield on the index and the cover on a weekly basis - have been doing this since 2008. This used to be available from the FT (https://markets.ft.com/data/dataarchive) but now it seems I have to become a paid subscriber to access the data. Hopefully the…

Just read the Article in the register about Redcentric (LON:RCN)I had a small holding - that is worth 60% less than it was last friday.What do I do now?Personally I think it is too late and so will sit tight and see what happens next.Wondered what others thought.

Had a small holding since '11. Not really paid attention to it as it seemed to be doing just fine by itself. Noticed sp has been fairly sideways since March '15.IC said 'Buy' on 15/06 as the property portfolio has grown and noted it trades on a premium to NAV.My calculation of NAV :-(Accs 31/12/14) Net debt 448m, Long term investments 1284m(RNS 1 April) "At…



Andrewdb's Latest Comments

... so if 51% of the block chain recorders say 100 and not 200, that is it? As soon as I hear 'can't be got wrong' I append '...yet' or '...just like papal infallibility' or maybe I am just old and cranky :) and (!!!) bitcoin is the leading article on R4/Moneybox at 3pm today (!!!)

Clive, the crypto currency that is Bitcoin (others vary) is not anonymous. From what I understand, a record of every previous owner of that bit of Bitcoin is in the blockchain. Of course, there may be issues matching up the equivalent of an email address with a person But there is nothing to stop a govt saying that Bitcoin is illegal and all Bitcoin belonging…

Blockchain sounds good. When the natwest database gets my record wrong, i call natwest and then the ombudsman and then can sue. But When blockchain says I have 100 Bitcoin - or seashells - and I think it is 200 What do I do?

(IMO) Young people dont watch TV anymore in the sense of a scheduled program with scheduled ad-breaks where it is easy to estimate the number of people watching at the time of first broadcast. A bit like the dead tree press, things are changing. unlike the dead tree press, there is a future here as is is not that people read or watch less, they…



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