Edward's Story

How did you pick investments before you used Stockopedia?

"Before subscribing to Stockopedia I had run my own Stocks and Shares ISA by picking funds and investment trusts to try and provide a balanced portfolio. I aimed to mimic an adventurous-type pension fund which I was paying to be managed for me by a financial advisor. I thought I could probably do a similar job without the fees, and used info from my brokerage platform and free data sites."

Has using Stockopedia changed your approach to investing?

"I hadn't had the confidence to buy any individual shares prior to joining Stockopedia, but now have 20 in my portfolio. Being a complete novice, it has given me the confidence and information I needed to start investing in individual companies. I find the StockReports and particularly the Small Cap Value Report invaluable, and I appreciate other contributors' insights and experiences"

Edward uses Stockopedia to improve his confidence when investing

Has Stockopedia impacted your investment results or quality of life?

"It's a bit early to say whether it has impacted my investment results after 6 months, although I find the information on Stockopedia has also helped with ETF and Investment Trust investments. I have a couple of shares up over 100% since purchase which is very encouraging and I wouldn’t have been aware of them without Stockopedia.

Regarding my quality of life, the main thing for me is that it has provided a new interest and outlet at quite a challenging time for all of us. It's amazing how the time can fly reading through the information on Stockopedia, and I have enjoyed the educational resources. With so much to learn, I am lucky to be in a position where I am still looking at investing as a fun pursuit rather than needing it to be financially supporting my lifestyle. I have made back my subscription already though!"

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

"I consider myself to be an investor just starting out! Reading the NAPS portfolio articles and understanding the principles was a great starting point. I also benefitted from the realisation that you need to try and balance a portfolio to offset risks. I particularly enjoy Edmund Shing’s contributions, his recent commentary on a fidelity study from 2003-2013 showing that the best performing investors were dead is a timely reminder that we are in this for the longer term. "

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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
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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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