Registered:
21/05/15
Seen:
5:37am

Comments
642

Occupation: Company Director

Interests: Stocks

Location: United Kingdom

About Me:

Investor with over 30 years experience.

Insurance CEO. Former FTSE-250 CFO.

Target +15% IRR (+11.5% IRR achieved 1 January 2015 - 30 June 2022).

  •    2015: +20.7%
  •    2016: +7.0% (rescued by a good December)
  •    2017: +34.5% (just one down month)
  •    2018: -1.2% (having been 16.8% up at end-July)
  •    2019: +44.0% (+18.7% in January - my best month ever)
  •    2020: -5.2% (down 24.4% in March alone!)
  •    2021: +29.0% (+22.5% in April - my new best month ever)
  •    2022: -21.1% (six down months out of six)!

Investment Strategy
I trade... monthly
I tend to buy... after much research
I hold for... years
I invest with... >£1m
Diversification is ... a hedge for ignorance

Long-term buy-and-hold investor.

Focussed on fundamentals. Look to achieve competitive advantage through detailed analysis of selected small caps.

Willing to take large positions (>20% of portfolio) in best ideas.



Effortless Cool's Latest Blogs

Inaccurate forecasts on Stockopedia StockReports

Effortless Cool 19th Nov '21
63

Cambria Auto Shareholder Alert

Effortless Cool 23rd Aug '21
14

Market PE Ratio Deciles/Distribution

Effortless Cool 27th Sep '20
4

Croma Security Solutions - The Long Story

Effortless Cool 7th Nov '19
16

Macfarlane - The Long Story

Effortless Cool 24th Feb '19
43


Effortless Cool's Latest Comments

re: Small Cap Value Report (Weds 8 June 2022) - FUL, NEXS, MRK

0

re: Small Cap Value Report (Weds 8 June 2022) - placeholder

0

re: Small Cap Value Report (Mon 30 May 2022) - SDY, DLAR, CSP, OMG

0

re: Small Cap Value Report (Wed 11 May 2022) - BOTB, DTY, HSW, VTU

0

re: Bargains?

0
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  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

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  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

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