Occupation: Company Director, Entrepreneur, Private Investor

Interests: Economics, Interest Rates, Stocks

About Me:

Interested in empirically proven factors that increase the probability of choosing winning stocks.

Investment Strategy
I trade... constantly
I tend to buy... according to my system
I hold for... a few months
Diversification is ... essential to reduce risk
I like very liquid stocks with a small bid offer spread, preferably with a dividend and an improving momentum rank. Ideally with a decent balance sheet. Not hunting out multi-baggers, more looking to avoid capital loss whilst picking up the dividends. Basically very boring stuff.

Dfs12's Latest Blogs

A bit of fun and only a starter document - please add your own via comments.Progressive dividend policyWhat it really means: "we want to be able to do what we want with the levels of dividend instead of tying it to a proportion of earnings"Revenue is to be second half weightedWhat it really means: "look out for an imminent profit warning"Reviewing our capital structure 1"We…

I'm always on the lookout for turning points in the market, even though I know it's tricky, and most people get it wrong - therefore should not try (me included). However, I've been lucky enough to duck some of the biggest drops in the last 18 years by reducing shares held when it looks like there are storms ahead. So I can't help but consider…

I have held an account with Barclays Stockbrokers for nearly 20 years. And generally I've found the system and service pretty good. Barclays have decided to move everyone onto a new platform "Smart Investor". I'm no spring chicken and I've been involved in a lot of software projects over the years - but my oh my... what a mess. Stacks of people can't log in…

I'm always looking for hints to determine where we are in the cycle of share price swings. Are we in bargain basement territory with lots of beaten up shares (that we should be buying)? Or are we in the land of irrational exuberance with overpriced stocks (that we should be selling)? It's not usually a clear cut process and many people would say that you're…

Dfs12's Latest Comments

Hi David I do lots of downloads from the old site and I'm not aware of the 200 limitation. I get all the rows I want all in one go. Anything less on the new site would be a major disappointment - so I would imagine the 50 limit is a temp version 1 type limitation. I'd expect the Stocko team to reinstate download functionality…

Hi Jack. With regards the stock rank history functionality highlighted. I'm wondering if that is the limit of what is planned? It seems rather minimal. No history of components ie. M Q V and G?

I'm not keen on the empty positions showing either. I've raised it via the green button and clarified at length with Oliver over the last few days. The current slider (old site) hides closed and zero positions - the new site only hides closed positions (and there's no option to hide zero positions). One would imagine it being a reasonably straightforward fix to add a…

Hi Ed, Thanks for the update. With regards the 2 deployments per day.... is there any chance that a document could be published to let people know what these are (as they go live)? The "Update Document" would provide a reason for people to go back and try the new site again. Let me try to explain with my own position... For me the change…

Hi Phil Many thanks for the explanation. Useful to know. It sounds like you are happy to go through and delete zero holdings. Unfortunately I want to keep them in the portfolio - but for the site to hide both zero and non-closed as it did before. My portfolio will be a mix of holdings plus prospective holdings (where I hold no position but I…

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