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Real Name: Mark Carter

Occupation: Private Investor

Interests: Stocks

Location: Scotland

Twitter: mcturra2000

Fantasy Fund: Magic Hat

About Me:

I am a private investor living in Scotland. I am a computer programmer by trade.


Investment Strategy
I trade... monthly
I tend to buy... according to my system
I hold for... a year
Diversification is ... a hedge for ignorance

I tend to follow the guiding principles of Ben Graham, although since 2011, I am becoming increasingly interested in GARP stocks.


Blog

Investment blog of an amateur private investor. The blog also contains non-investment related posts.

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Mark Carter's Latest Blogs

Mission (LON:TMG) is due for ejection this month. However, it has a Greenblatt Rating of A+, and a Stockopedia StockRank of 99, there's not need to eject it from the portfolio. So, that's a nice lazy one. You can view the Fantasy Fund here: https://www.stockopedia.com/fantasy-funds/magic-hat-463/

Time to switch the BLI portfolio around. Royal Mail (LON:RMG) is ejected by rotation. It lost 52% during its time in the portfolio. I should have bailed out at around 350p when the price dropped a lot, rather than hanging around now, when the price is 220p. I have sustained a big loss from what would normally be considered quite a stable company. Daily Mail…

A nice easy one this month: FXPO stays in on account of still being in the Greenblatt Screen. The MHP has taken a hefty hit over the last 3 months, more so that the underlying benchmark. The Footsie recovered strongly in 2019, after having seen a large down-turn at the end of 2018. The indices have turned down sharply again. It seemed reasonable to suppose…

Morgan Sindall (LON:MGNS) is due to be kicked out of the portfolio by rotation today. However, it still appears on the Greenblatt screen, and has a StockRank of 96. So it stays in. A nice easy one. I see that I had not traded on this portfolio since January. Lack of trading does not seem to have hampered its performance, though. It has acquitted itself…

T Clarke (LON:CTO) was due for ejection from the Magic Hat portfolio this month. However, it is still a member of the Greenblatt Screen. It has a Momentum of 95 and passes the Screen of Screens. So, as per last month, I can be lazy and leave the portfolio alone. It has handily outperformed the FTSE350 over 5 years, and in fact on a 1-,…



Mark Carter's Latest Comments

"Laura Ashley (ALY) CFO resigns. He is thanked." Yes, I'm sure the shareholdsrs would like to thank him, too ... for resigning. No doubt he walks away with a handsome bonus.

The "Magic Hat" Portfolio is the Fantasy Fund: https://www.stockopedia.com/fantasy-funds/magic-hat-463/

The thing is, Amazon make only a tiny sliver of profit, and they also provide for the "long tail" (i.e. stuff that is more obscure, but for which there is demand nevertheless). It's very difficult for traditional business to compete with the internet, especially if they have to pay rent, rates, staff, utilities, etc..

"I need long-term holds, which means I need to be extra strict on quality, and less strict on value."it's always tricky. Some styles can persist for a long time, only to be overtaken by something else. Although it's fashionable to bash Woodford these days, he was prescient about predicting the ascendancy of quality shares in an FT article in 2010, IIRC. I remember the date…

Hi Paul, congrats on giving up on Twitter. So, you've been a naughty boy, have you? As an experiment, I stopped Twitter for August. Yeah, there's a couple of nice things on it worth reading, but like you, I found it stressful. It's too easy to engage in political arguments with people who seem impervious to reason or nuanced points. I was going to back…

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