Registered:
21/10/11
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Occupation: Blogger, Fund Manager, Private Investor

Interests: Stocks

Twitter: @CompoundIncome

About Me:

Worked in the City of London for over 20 years as a Fund Manager for a number of top institutions. In my career I managed billions of £'s across a whole range of different funds from Distribution funds, Investment Trusts, OEIC's / Unit Trusts & Pension funds. I was also involved in the management of Income funds more generally. In March 2009, I quit the City and escaped the rat race to earn my living from my own investments. Since then I have been managing my own income funds. 

I focus on UK stocks with a value / yield / quality bias and select from the whole market down to about a £50 million market capitalisation, although on occasions I stray into micro cap if I feel the investment case is compelling. This is becasue I have VCT holdings which give me micro cap exposure. I also invest in Investment Trusts and ETF's for overseas markets or exposure to other asset classes, but again with the aim of achieving an income as well as diversification. I'm now trying to give something back by writing more regularly on my Blog / website - but can't make any promises about how regularly I will write here on Stockopedia, so check out my site and sign up for free e-mail updates if you want my latest posts in your in box.


Investment Strategy
I tend to buy... after much research

I follow a Quality Value and Yield based strategy by focussing on valuation, yield, dividend cover and growth, business characteristics and financial security. In addition I pay some attention to momentum factors, especially earning revisions and price momentum and utilize quantitative techniques (including Stockopedia) to help identify new ideas and monitor my portfoilo.


Blog

Compound Income is all about the fact that, in the long run and especially in bear markets, most of the returns from shares comes from dividends. I will aim to explain why I focus on Compounding my income and explain the background to my investment approach together with periodic research and updates on shares I either hold or am interested in. In addition I will add comments and links to other blogs or web resources that I find useful from time to time.

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Jjis's Latest Blogs

Sorry for the slightly provocative title but I was just checking the best performing Income Strategies over the last couple of years to compare with my own performance as this is an investing area I'm interested in. I saw that two of the better performing strategies were PYAD from Stephen Bland & Geraldine Weiss Lite. On checking however, I notice that the PYAD currently has…

This is one of my long standing holdings which has delivered excellent returns for me over the years. As I have written before it is one of those family run businesses which Lord Lee is fond of backing and indeed I think he has been in this one in the past. Any way I digress, but the stock concerned is S&U (LON:SUS) which is now…

Watched an interesting Dispatches programme on Channel 4 recently called - Undercover Britain's Cheap Clothes. As well as featuring interviews with some typical customers of on line retailers such as Boohoo, Miss Guided, New Look & River Island, their reporter was employed at a few UK factories where clothes were being made for these on line retailers. It seemed to be routine to pay wage…

ITV (LON:ITV) the UK national broadcaster, which features in the Compound Income Portfolio, has announced full year results today. Strangely these seem to be missing from Investegate this morning so in case you missed them. These seem slightly ahead of forecasts with earnings coming in at 16.5p v 16.1p forecasts. The total dividend did however look light of forecasts at 6p for the year compared…

... I thought was an appropriate title for this piece as we saw the launch this week of a new film version of Dad's Army in which no doubt the latest incarnation of Corporal Jones will utter his famous catch phrase. So what's that got to do with investing I can hear you thinking. Well the don't panic phrase is a good one to try…



Jjis's Latest Comments

In answer to your question 2. Personally I use 5 Year ROCE & 5 Year Operating Margin combined and Ranked as a quality indicator. While for Financial Strength I use Piotroski Score and Interest Cover combined and ranked as Financial Strength indicator. In terms of this helping to provide probable market beating returns. I have run a portfolio based off of Scores for these and…

Create a screen here - https://www.stockopedia.com/sc...Name your ScreenThen enter beta in please enter your ratio box & enter your criteria to the right higher or lower etc.Hope this helps.

You really should be paying into and doing this in a Stocks & Shares ISA as you will then not have to worry about tax on your gains or income along the way.

Hi mammyoko - I wrote a brief note on the Miton AuM update here if that is of any interest / use.

While I tend to agree with Mechanical Bulls comment I have some sympathy for your view too. However that comes because I too have been running a "mechanical" style portfolio since April 2015 based on my own Compound Income Scores that I developed to help me identify & compare stocks I might be interested in which are: good value, with robust operating characteristics and a…

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