Occupation: Private Investor

Interests: Emerging Markets, Funds, Private Equity, Stocks

Twitter: @richard_goodwin

About Me:

Long time private investor. Continually aiming to get better at it!

Investment Strategy
I trade... a few times per year
I tend to buy... after much research
I hold for... years
Diversification is ... essential to reduce risk
Sensible but not necessarily consistent.

Richard Goodwin's Latest Blogs

I am keen to move stockbrokers for my ISA and dealing account which is currently with Selftrade (now Equiniti) who have a poor and terribly slow website which doesn't enable trades to be set out of hours and doesn't work with the Chrome browser. I am keen not to go with a small company, nor a bank, nor pay too much! I was considering IG.…

For simplicity I benchmark my portfolios against the FTSE 100. Ideally I would prefer to use an equity only total returns index but have never found a source. I only need access once a month when I update my portfolio spreadsheets to a single value for the index, so it isn't worth paying for. I don't think that the WMA indexes will help as they…

Velocys is a licensor/expert on Gas To Liquids (GTL) technology. It applies this at a small scale to gas to create high value oil related products. It is a university spin out supplemented by some acquisitions and I admire the way they have gone about building alliances, obtaining funding and generally making themselves a very credible proposition in their market (they claim to have a…

I have noticed that amongst the small medtech firms quoted on AIM, a few such as Electrical Geodesics and Lifeline Scentific are US based. I am interested in medtech but slightly wary of overseas companies listed in the UK. Why would US medtech firms chose to list here? If I was comfortable with the answer then I might even invest! Richard

Richard Goodwin's Latest Comments

I tried Domino's for the first time in years recently. Both products and service have distinctly worsened. Could this explain the share price?

Re VAT - that all depends upon whether firms have sufficient VATable costs to offset the VATable sales. Service-based firms for example often do not as their main costs are people. Hence my company  (vocational training and apprenticeships) is a net payer of VAT to a degree which significantly impacts profitability.

Although) Apprenticship levy is technically a tax the firm can get back more than they are taxed so really you would need sufficient transparency to get a net figure.

The consumer side attracts criticism for charging 50% interest on friends and family guaranteed loans. Even on R4 Moneybox this morning In 2015 there was management upheaval with the CEO and perhaps CFO replaced and the NEC taking the CEO role. I didn't study it closely but I got the impression there was a lot of politics around it. Other than that you are…

Presumably the key is the LT cost of accessing tailings. Does Sylvania Platinum (LON:SLP) have guaranteed supply or is supply contingent on dealing with other producers and therefore subject to market forces? If the latter then why wouldn't someone else set up in competition and hence drive up tailings costs? An equivalent is Central Asia Metals (LON:CAML) which has makes a lot of money from…

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