Registered:
20/12/13
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Real Name: Simon

Occupation: Blogger, Private Investor

Interests: Funds, Stocks

Location: Bournemouth

Twitter: @BrilliantLeader

About Me:

I have been an active private investor since the mid 1990s and while I have made healthy gains overall, I am the first to acknowledge that although having learnt much already, I still have plenty more to learn. I started the Share Knowledge blog in 2011 in order to share my research, commentary and investment ideas. Since then, the readership base has grown at a healthy rate and continues to do so. 

I am primarily interested in investing and commenting on growth companies. I try to avoid early stage growth or so called 'blue sky' stocks having been burnt on these too many times. These days my sweet spot is to focus on companies that are transitioning into or growing profitability. Typically, my investment time frame when I take a position in a share is 3-5 years and I try to take a strategic perspective, ignoring short-term price fluctuations, while ensuring that the investment case remains valid and risks are assessed. Additionally, I have begun building a high yield segment within my portfolio and envisage moving more in this direction as retirement approaches.




Blog

My Share Knowledge blog is where I diarise my ongoing attempts to ‘beat the stock market’. It is a never ending challenge of course because investing in shares is not a one way bet. In recent years my focus has shifted beyond individual share selection in favour of building a resilient, diversified portfolio that will outperform in bull and bear markets.I publish my portfolio holdings and weightings at least quarterly. The aim of this is not to beat my alpha male chest but rather, to share my learning and experiences with other private investors. The ensuing conversations on this site and Twitter help that learning process and hopefully it also provokes thought among both experienced and novice investors.

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Crazycoops's Latest Blogs

Regular readers will recall that I have been 40% + in cash since shortly before the Brexit vote and subsequently stated that I would remain so until after the US election – this is very unusual for me because I am usually fully invested most of the time. As chance would have it, I was in the US for election week and boy, what a…

I feel that I would like some exposure to oil in my portfolio but would prefer not to own individual shares as I'm terrible at researching and valuing oil companies. Therefore, I'd like to improve my exposure via specialist funds. My preference is closed ended investment trusts. I already have a holding in City Natural Resources High Yield Trust (LON:CYN) which has a nice yield…

There was a SCVR discussion on broker notes recently (sorry for the new post but I couldn't find the right SCVR thread), prompted by Paul's meeting with the CEO of Research Tree. I came across this site recently, Broker Forecasts, that is a cheaper subscription at £15pm - or you follow them for free on Twitter @BrokerForecastsThey don't provide access to the actual note though…

This coming weekend I will be launching the ISA01 real money portfolio to coincide with the new ISA tax year. I will also publish and track the holdings for each of my three investment strategies; Focused Income, Compound Growth and Special Situations.Context and GoalsI am in my early 50s (as is my wife) and we plan to retire before we are 60. We have a…

It seems like I have been in hibernation for almost a year now. I should explain why this site has been neglected. I have been involved in a private equity acquisition in my professional life and alongside this I have taken on a new global role that has required a lot of attention. Now that it looks like normal service is returning, I should be…



Crazycoops's Latest Comments

An excellent write up Eric, thank you. I am leaning more towards defensive options at the moment but there are enough hooks in this article to get me researching Alpha FX (LON:AFX) in more depth. I will add any questions/observations to this thread. Cheers Simon

A couple of brief points from today’s commentary/comments... 1. Anecdotally for Graham, wifey and I decided not to go abroad this summer because the weather was so good here. Typically, we book our holidays at 4-5 weeks notice. I doubt we are “normal” though as we have no kids, no pets, no old people to care for and a lot of flexibility on dates/locations. 2.…

They have surplus cash on the balance sheet so divi likely to be maintained for now (we’ll find out on Thursday when interims are published). Also, the dividend is not covered by last year’s cashflow, that might improve this year or next. I hold a small (recent) position and will be reviewing with a critical eye this week, post interims. I might continue to hold…

Thank you for the feedback Howard, I appreciate it.

Hi Merlotman, Thanks for sharing your strategy and the accompanying screen which incidentally, contains 4 of my holdings and 4 from my current watchlist (I have duplicated your screen to analyse in more depth and to see where some of my other quality holdings miss against it). I look forward to reading your updates as the strategy is implemented. Cheers Simon

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