Chris Brown

Millennial who started reading about the stock market in 2010. 

I now hold an MSc in Investment Analysis and work in the Wealth Management industry.

With a full time job and two young kids, my portfolio performance sometimes has additional variance depending on the time commited to it!

I am always learning and developing as an investor. As markets change, so must we in order to be successful.

I'm currently focused on broadening my portfolio to a greater number of positions (c.25), with longer holding periods. Since the pandemic I have also developed a good understanding of global macro and its importance in driving returns.

The mainstay of my portfolio has always been UK mid and small caps,  but that has been a difficult market recently due to terrible fund flows, and I am increasingly looking  to move up the cap scale and achieve more diversification through overseas stocks, commodities and crypto.

Fundamentals, technicals and macro are all important. I have a decent record of selling to cash when I think a major sell-off is coming, as I find myself very focused on minimising drawdowns. That's probably the tight Scotsman in me!

Returns:

2012: 39.98%

2013: 16.55%

2014: 5.76%

2015: 13.72%

2016: -0.84%

2017: 15.78%

2018: 3.83%

2019: 18.29%

2020: 37.55%

2021: 29.45%

2022: -4.21%

2023: -1.59%

2024: 12.49%

CAGR: 13.53%                                                FTSE Small Cap CAGR: 10.49%       MSCI World CAGR: 11.65%                                 </strong>

Standard Deviation: 13.73%                 FTSE Small Cap St.Dev: 13.56%      MSCI World St.Dev: 14.89%