Bernard's Story

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How did you pick investments before you used Stockopedia?

Nothing systematic. Investing Magazines were almost my only source of information. I was influenced by the thinking of Jim Slater but didn't have access to the information that would enable me to apply it except in the most general way.

Has using Stockopedia changed your approach to investing?

Radically. I can now easily review many data points on the main report page of a share. I always look at the chart and check past discussions on the share, paying particular attention to any analysis on the Small Cap Value Report.

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Bernard uses Stockopedia to easily review company's data points and stay up-to-date with their news

Has Stockopedia impacted your investment results or quality of life?

Yes and yes. The alerts feature and the fact that Stockopedia gives me RNS news just on stocks in my portfolio means I can easily stay up-to-date.

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

Make time to go back as far as you can and read Paul Scott's reports on Stockopedia from the beginning. Not so much for the comments on particular shares - but for an insight into the way he thinks, the criteria which he brings to consideration of a share and so much else.

Read as widely about investing as you can, then develop your own checklists/methods. Systematic investing will not only be likely to bring gains but will also reduce the number of knife-edge decisions you have to make - this leads to unrivalled peace of mind, in my experience. Of course - run your winners and sell your losers (with at least an alerted stop loss). It's universal advice for a reason!


Disclaimer - Testimonials are provided by third parties for informational purposes only and are not intended and should not be taken to be financial product advice.

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