Stockopedia Features

In the last half century, institutional investors have been playing an increasingly significant role in the equity markets. Total US institutional equity holdings rose from $8.7 billion in 1950 (6.1%) to a stunning $1,432.9 billion (40.6%) by 1990. In the UK, the share held by individual investors has shrunk from 54% in 1963 to just 10.7% in 2012, reflecting the ever-growing dominance of institutional money. …

One of the perennial dilemmas for the DIY investor is how best to deal with the bombardment of buy & sell recommendations from offline and online media. These investment ideas or "tips" may be thrown in for free by newspapers, such as the Telegraph 'Questor' or the Times 'Tempus' columns, or TV broadcasts ranging from Bloomberg to Jim Cramer's "Mad Money". Alternatively, they may be…

Readers of the Seventies hippie bestseller, "Zen and the Art of Motorcycle Maintenance" may remember long, interminable digressions into the nature of "Quality". For those that haven't read it, the book describes the author's journey with his son by motorcycle from Minnesota to California. Along the way, the author (Robert Pirsig) recalls his past self as a young man, who he calls Phaedrus. Phaedrus is…

Some of the GuruModels that we feature on the site are based on the experiences of practitioners who have taken the time to articulate their approach (e.g. Jim Slater or Ben Graham). But other strategies, usually those developed by academics, have been based on what is known as  “back-testing". This involves looking at historical data and simulating what would have happened if you’d used a…

As regular readers of Stockopedia will know, we are big believers in learning from data and statistical techniques what investing strategies have worked when. This kind of "quant" thinking is embedded in our stock reports - which feature risk indicators that have been found to be predictive like the Piotroski F-Score - and in our screening centre where we are tracking the performance of a…