Registered:
21/10/11
Seen:
Sat 11:28am
Followers:
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Comments
274
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5

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

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…

It's a bit quieter on the news front today although we have had a Q3 trading update from Interserve (LON:IRV). The shares have been quite weak and trending gently downwards since they peaked at over 750p 18 months ago. So with the shares down to 535p at the time of writing they might be offering an interesting trading opportunity down here.The trading update was of…



Jjis's Latest Comments

Quick update on this one as it seems to have found some support at the lower levels and recovered towards the middle of its recent range, where some resistance may await perhaps. I note however it is now that the Stockopedia Style Council now defines it as "Style Neutral" having escaped the value trap for now as I thought it might. It Seems the Quality…

Hi Stephen, you say - "Well, I've been writing about equity income investing and have personal experience of it going back a very long way." Well so does mine and while I would agree that diversification and low turnover are a great help in allowing returns from dividends to flow and compounding to work its magic, I wouldn't generally agree that you should neglect the…

Hi Jonathan, I had similar issues with Screening, so being interested in Income stocks I created my own ranking system called The Compound Income Scores (CIS). They are designed as a way of quickly identifying UK listed equities which are: good value, with robust operating characteristics and a yield that is well covered, which has been growing consistently and is forecast to grow in the…

As it is a quiet day & if you are bored you could always revisit $CNCT ,which you have not covered recently, as they had results today. Might be interesting to dig into the detail as the Stockopedia rating has it down as a Value Trap - which is probably is on 5cx & a 10% yield, although they are talking of selling the books…

I would second a request for a review of Zytronic (LON:ZYT) as you have covered it in the past, although not much information in the in line statement. However, not sure if they are just being deliberately cautious to under promise & then over deliver when they report? Otherwise it suggests a second half slow down as they were well ahead at the first half…

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