David's Story

How did you pick investments before you used Stockopedia?

"I have now used Stockopedia for some years. In the days BS (before Stockopedia), I largely depended on tips from newspapers, newsletters and such. I then just used my gut and hunches to make selections. This worked reasonably well, but there was no great rationale in my portfolio."

Has using Stockopedia changed your approach to investing?

"Stockopedia totally changed my approach. I pretty much exclusively use what I have learned from your site and your webinars. I try to diversify my portfolio across the major sectors as you define them, leaning towards smaller companies. I then look within the various sectors for the highest StockRank companies, make an initial selection, and do research mainly based on looking at the individual descriptions. I check the free cash flow and the other financial parameters. I note, but don’t always take notice of, what brokers are recommending - I am more inclined to go with what the community is doing as indicated in your summary charts.

I am quite prepared to go with reasonably high risk for at least part of my portfolio. No doubt my choices are partially influenced by my background. For example I chose to invest in Wynnstay because I understand the agricultural sector somewhat. That choice has done very well.

Having said that, I try to diversify. I have definitely been overweight in mining shares in the last two years. These have done particularly well, but I’m getting a bit nervous now and might reduce this sector.

One thing that I have found particularly beneficial is the turn of the year recommendations from some of your subscribers, and also the Stockopedia staff Investment Club selections. It was as a direct result of these that I invested in Sylvania Platinum, and much more recently (January) Argo Blockchain, both of which have done outstandingly well. In the case of the latter I have probably gone against conventional wisdom by not completely running with my winners, but by taking out my initial investment when they doubled in the first week."

"Stockopedia totally changed my approach. I pretty much exclusively use what I have learned from your site" - David

Has Stockopedia impacted your investment results or quality of life?

"Stockopedia definitely strongly improved my investment success. My portfolio last year was up by over 30%. This year, which of course is a much easier climate, I am up by more than 10% in the first six weeks. I am aware that I have been quite lucky, but I shall certainly stick with Stockopedia.

Stockopedia has definitely improved my results, and made investing more enjoyable because I have a better understanding of the criteria I am using. "

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

"The only advice I would give people getting going with Stockopedia would be to carefully read the educational material on your site, consider this in relation to their investment objectives, appetite for risk and so on. I have already recommended Stockopedia to a number of friends."

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