Alan's Story

How did you pick investments before you used Stockopedia?

"It’s several years back (so I can’t remember in any detail) but I used several free websites. From there I would use mainly technical analysis. The thing that was missing was fundamental analysis. Stockopedia's QVM 'factor investing' approach, as well as the huge depth of data on offer, have been key for me. I was waiting for Stockopedia. Not that I thought that it would arrive - I had always assumed that the quality and depth of information found within Stockopedia was reserved for big investment companies. "

Has using Stockopedia changed your approach to investing?

"The suite of reporting tools mean that I can now narrow down my stock picks much more easily and get rid of low-quality shares. Now I can focus my technical analysis just on the stocks that are potential winners."

Stockopedia gave Alan to courage to leave his fund managers and choose his own investments

Has Stockopedia impacted your investment results or quality of life?

"Stockopedia gave me the courage to pull out of the investment management method I used previously. This was a scheme run by Independent Financial Advisors which I had been in for one year. In that year they charged me 3% and my fund declined by 2%. Over that time, the FTSE had gone up by about 8%.

Over the last 4 years I have picked stocks using Stockopedia and have averaged about a 12% annualised return (one year was a loss). I started with £149,000. Even having withdrawn £49,000, these returns mean I now have £220,000 in my investment pot. I don't really need a lot of money, but this is now forcing me to think about how to distribute the extra."

What's your advice for investors that are just starting out?

"If you're not into researching, you can still make money - I think I could have earned just as much just by following Stockopedia's Non-Admin Portfolio System."

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