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Real Name: Roland Head

Occupation: Analyst, Blogger, Private Investor

Interests: Bonds, Commodities, European Markets, Interest Rates, Oil, Property, Stocks, US Market

Location: United Kingdom

Twitter: rolandhead

Fantasy Fund: Stock in Focus portfolio

About Me:

I'm a private investor and writer on stock markets, with a particular fondness for free cash flow, dividends and value. I also have a lingering interest in commodity stocks.

In earlier life, I worked as an engineer in telecoms and IT. The rules-based approach required for this kind of work undoubtedly influenced my investing style. I also learned a lot from seeing the tech bubble deflate in 2000-1, when I was working for a large and now defunct Canadian firm. 

My investment focus is increasingly on developing rules-based strategies such as my Stock in Focus portfolio. This reflects a significant part of my personal portfolio and is the subject of my weekly column here at Stockopedia.


Investment Strategy
I trade... monthly
I tend to buy... according to my system
I hold for... years
Diversification is ... essential to reduce risk

I run two portfolios: the first is a fairly traditional mixed-cap value portfolio with a bias towards income stocks and contrarian picks. I look for asset plays and good businesses going cheap due to short-term pressures.

My second portfolio is the Stock in Focus Portfolio (SIF), which I run as a Stockopedia Fantasy Fund. I write a weekly column about this portfolio for Stockopedia.


Blog

Freelance financial writer, offering news, investment and opinion articles covering primarily UK stocks. Particular interests are dividend and value investing, plus the oil and gas industry. I have the CFA UK Investment Management Certificate (IMC).

Web Address: http://www.rolandhead.com

Address: North Yorkshire
UNITED KINGDOM

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Roland Head's Latest Blogs

The market sell-off during the second part of last year has created some attractive value investing opportunities, in my view. But the majority of these stocks don’t qualify for my Stock in Focus (SIF) screen, because they have lagged the wider market. As a result, they have a 1-year relative strength (RS 1y) below zero and fail one of my screening rules. Only one stock…

Taking a loss on a business that disappoints is a routine part of investment. But what we really want to avoid is companies that go bad and result in a 100% loss. Carillion and Patisserie Valerie are two high-profile examples from recent years. Carillion was easy to spot, Patisserie Valerie not so much. The latest shock stock is recruitment group Staffline (LON:STAF). This AIM firm…

My SIF fund is in limbo land again. The SIF screening results contain just four stocks, three of which are already in the portfolio. This is a phenomenon that always follows a sharp market sell off, such as we saw during the final quarter of 2018. You might wonder why my screening results have dried up when so many decent stocks are cheaper now than…

This week it’s time for my monthly visit to the international version of my Stock in Focus (SIF) portfolio. The International SIF is strictly a virtual portfolio. I want to see if I can build a rules-based portfolio that invests in overseas stocks, using broadly the same rules as my UK SIF portfolio. So far, my results have been mixed. But I’m not giving up…

One of the techniques that’s credited for the success of the British Olympic cycling team under Sir Dave Brailsford is an approach known as the aggregation of marginal gains. The argument is that by making small gains in many areas, the end result is significantly better. Brailsford says that while going for gold seemed “too daunting” when he became performance director in 2003, the team…



Roland Head's Latest Comments

Thanks Stuart. It's a very interesting project for me and I enjoy sharing it each week. Having to write up my thoughts for public consumption is also a good way of testing the logic of my thinking! Regards, Roland

Thanks for flagging this up Stephen. Roll on Friday seems to have the bit between its teeth on Gordon Dadds (LON:GOR) ... Roland

Aghhh. You are of course correct, John. An improvement of 37.8 times is a 3,780% increase. Perhaps I keep reading it wrong because it seems too good to be true. Thanks all for pointing this out. I will amend the article. Roland

Thanks to all the readers who pointed out the error in my calculations. A 1% improvement each day for a year is indeed a 378% improvement. Apologies for the error. I blame Brexit... Roland

Thanks for flagging this up, John. It makes for interesting reading! I suppose this news might explain the firm's rush to complete the deal by the end of 2018. It seemed a bit odd to me. Regards, Roland

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