Andrew's Story

How did you pick investments before you used Stockopedia?

"I mainly relied on value and growth measures, in particular the PE and PEG ratios. I looked at charts to try to time my entry point and get a feel for the long-term story of the share. I tended to rely more on ideas from other investors that I respected rather than unearthing my own ideas."

Has using Stockopedia changed your approach to investing?

"Yes, It’s made me far more independent in my approach. I feel like I have the tools to find shares to invest in that suit my own objectives and risk appetite. I use the screening tools for new ideas and it’s very easy to set up “Watch lists.” The StockReports have such a wealth of information and I’ve found that I’ve begun to take much more account of quality measures, like ROCE and ROE. The Portfolios are a great way to pull together all my shares and better understand the balance and risks associated with my investments."

"I feel like I have the tools to find shares to invest in that suit my own objectives and risk appetite" - Andrew

Has Stockopedia impacted your investment results or quality of life?

"I do feel that I’ve been able to construct a more balanced portfolio that will be more resilient in the long term. Given that my portfolio size is significantly bigger now, this definitely gives me peace of mind. I also find that I’m spending a lot more time monitoring my investments, mainly because it’s so easy to do so. The articles and discussion posts are always worth reading too."

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

"Start small and prove to yourself that you can be a successful investor first. I would say, give it 5 years, keeping detailed records of all your transactions and costs and you’ll have a pretty good idea of the kind of future returns you can expect. It’s only by building up positive returns that you will have the confidence to invest significant amounts of your hard-earned money that will ultimately be life-changing."

A subscription to Stockopedia will be one of the best investments you'll ever make...

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A decade of research into what works in stock markets
Millions of pounds of platform investment
Countless hours of research time saved
Access to hundreds of educational articles and ebooks
Over 30 talented professionals working flat out for you
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Saving you thousands in advisory fees every year
Stockopedia is the perfect solution for the time-poor individual investor looking for results
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