Barry's Story

How did you pick investments before you used Stockopedia?

"Initially, I started out by subscribing to investing magazines to familiarise myself with shares. I always wanted to find a way to select them myself rather than rely on any fund manager doing it for me. When I did my MBA I was interested in companies and M&A and enjoyed company analysis. I started following Simon Thompson specifically as he focused on small cap stocks, which I found interesting. I then bought Simon's books and read through what he did. I wanted to broaden my knowledge and decided to attend a 'Naked Trader' seminar which a friend recommended. I also read his books and joined Stockopedia which he recommended in his book."

Has using Stockopedia changed your approach to investing?

"The key difference since I subscribed to Stockopedia is that I can easily find stocks using the Guru screens, have attended a number of webinars and have a more balanced portfolio. I tend to hold between 20 and 30 stocks with a mix between growth and momentum - and always one or two high risk speculative stocks which have served me well by multi-bagging. Stockopedia has also made it easier for me to analyse companies, as a lot of the hard graft is available without me crunching lots of numbers. I've also tried to pre-empt Simon's bargain shares by creating similar screens within Stockopedia which have served me well.

All of my shares investments are in my self-select ISA as all dividends and profits are tax free. I have put in the maximum amount each year since 2011 and am happy with my returns and investments."

Stockopedia makes it easier for Barry to analyse his investments.

Has Stockopedia impacted your investment results or quality of life?

"In the last 3 years I have consistently outperformed the FTSE and my portfolio is at an all-time high. I really enjoy investing and set myself goals on how long I want to continue and what I expect to use the funds for later in life. I have also encouraged friends to join Stockopedia which they have also found useful."

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

"My advice would be to start investing as early in life as possible, always use a self-select ISA if choosing your own. Do as much research as possible by reading a broad range of books. Hold your nerve, don't be persuaded by bulletin boards. Set goals, don't be afraid to run your winners or top slice. Use a reputable trading platform (IG, HL or AJ Bell). Don't be put off paying for knowledge on Stockopedia to help improve your selection of stocks."

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

Here's what you'll get:
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
A team of the very best bloggers acting as mentors
Saving you thousands in advisory fees every year
Stockopedia is the perfect solution for the time-poor individual investor looking for results
Starting at less than £23 per month

After your free trial, plans start at less than £23 per month. With a one month money back guarantee, there's no risk.

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