Occupation: Private Investor, Other

Interests: Economics, Funds, Geopolitics, International Stocks, Stocks

Location: East Sussex

Twitter: @Julianh222

Fantasy Fund: Hinc in Altiora

About Me:

Serious private investor, always keen to learn.

Investment Strategy
I trade... weekly
I tend to buy... according to my system
I hold for... years
I invest with... <£1m
Diversification is ... a hedge for ignorance
Overall objective - to buy and hold companies with long term competitive advantages and strong economic moats. Target is to beat the market by 10%+ p.a. 1. Sources of investing ideas (companies to research) - Twitter, Daily RNS's, Small Cap Value Report, Stock Ranks, Guru Screens 2. Analysis against momentum criteria - Sharepad charts and total return figures 3. Analysis against financial criteria using Stockopedia Stock Reports - financial health, quality, growth prospects, value (but happy to pay up for good companies) 4. Check for safety - Small Cap Value report again 5. Monitor regularly - results, news, share price momentum

Julianh's Latest Blogs

The FT (27/02/15) carried an article on a man who holds a life insurance contract with Aviva France. The contract allows him to switch his sum insured between Aviva funds at every week and to make the decision in retrospect. I.e. he can find out which fund has done the best that week and then switch his pension into that fund as of the first…

Julianh's Latest Comments

Re: AFH Financial (OFEX:AFHP) Does anyone know why typing in £ before the EPIC code shows AFH Financial as listed on OFEX? The stock report lists it as an AIM company.

A second request for AFH Financial (OFEX:AFHP), please Graham. Growth looks very good, return on capital only fair and cashflow consistently negative (which is not so surprising for a business model based on repeated acquisitions). The business model does look good though: 1. there are lots of small financial advisers who want to manage their retirements and 2. consolidating these advisers through AFHP’s systems should…

Thanks rmillaree Better to have the small pain of missing out on a successful investment than the much bigger pain of taking a loss if the red flags turn out to be justified. julianh

Any chance of looking at the final results from Water Intelligence (LON:WATR) .Revenue and profits growth look excellent. Am I missing out by being cautious about some of the red flags (discussed in this column previously) - related party transactions, US company listed in the UK, etc.?

Re: Scottish Mortgage Investment Trust (LON:SMT) interviewMany thanks for the link, John652. That looks like a fascinating interview. The Scottish Mortgage Investment Trust seem to be one of the best investment trusts / funds with a total return CAGR% over five years of 22.6%. I will watch the interview with interest today. As small cap investors, maybe we are sometimes too keen to find the…

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