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.


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

Some great insights and reflection points gents, thanks both for opening up in this way.

Interesting timing, considering the iPhone X has just opened for pre-orders, launches next week and much of the AAPL supply chain has been taking off this week.

That's a very useful analysis VegPatch, thank you. Maynard Paton also wrote a good update today FWIW, I am comfortable holding for the long-term. If there were to be a significant sell-off, I would be happy to buy more from a long-term income perspective. it has given me back plenty of cash this year via divis and top slicing and I would be happy…

Spectra Systems (LON:SPSY) - superb update and only a 7% rise? They were on my list of buy targets and I have taken a full size position (twice my usual entry position). Bioventix (LON:BVXP) - ever since I have owned these shares, management have down played expectations and been fully transparent. I have top sliced a couple of times this year for portfolio management purposes,…

You are correct aflash, I am using £uvxy following the discussion you refer to. I had been tracking the VIX for quite some time as a possible earlier indicator of trouble, so decided the product was worth experimenting with. My purchase at $19.86 is well out of the money but then, my portfolio has risen much more than my £uvxy (in £ terms) during the…

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