Occupation: Company Director, Entrepreneur, Private Investor

Interests: Economics, Interest Rates, Stocks

Fantasy Fund: Top 10

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

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

I can't see anything suggesting that Brexit is having any short term influence over our markets at all. Just look at all the markets in the world. They are all down in unison and by pretty much the same order of magnitude. Either Brexit is driving the whole world or it has been priced in long ago (or it's viewed as largely irrelevant). My money…

Fabulous work Velo. Thanks so much for all your time on these monthly updates this year. You've provided a fantastic running commentary on the Naps portfolio. Fitting that the last month should underline the value of dividends so strongly.

Hi Nick Very interesting post. This is a really useful benchmarking tool - the best I have ever seen. I love the fact you can clearly see how you've performed. Stunning to see that even if you had absolutely stock picked to perfection and maintained your portfolio constantly to reflect the top 10% of shares your returns wouldn't be that great. I sincerely hope you…

I would imagine that excluding stocks with overly high V ranks would definitely make sense. But i imagine that excluding a stock that has an overall stock rank of 100, where it is made up of a consistent blend of underlying ranks say all in he high 80s, would be mistake.

Interesting to see the progression through the classifications and how the move to Value trap did indeed foresee further price declines. I agree that dumping stocks that have fallen into a duff classification is a good idea. However, it is clear that some stocks can be on the edge of two classifications and can flip almost on a daily basis. So personally I leave things…

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