Garry's Story

Before Stockopedia, how did you go about finding investments?

"Before using Stockopedia I was a paid for member of another data service. They give recommendations as well as running a Portfolio which one could mirror. I was with them for about five years and found that the results were not as good as I had hoped."

In what way has Stockopedia changed your approach to investing?

"On discovering Stockopedia I started a virtual Portfolio based upon the StockRanks and found, although the results were not stellar, they were better than I had been achieving previously. Considering the fees the other provider were charging, I felt a change to self-investment based upon StockRank and other metrics provided on your site, would provide better opportunities for me.

No longer relying on advisers who seem to come to decisions based upon dark and magical methods.

Just as importantly, I felt I would be more in control of my Portfolio and consequently my understanding of investing would increase. I have come to enjoy the whole ‘hands-on’ approach to investment with all the ‘blood and guts’ that necessarily entails. No longer relying on advisers who seem to come to decisions based upon dark and magical methods. I derive satisfaction in knowing my successes are due to me, of course the inverse is also true, but fortunately, I have not as yet felt the need to open a vein."

As a direct result of using Stockopedia, Garry's wife has been able to take early retirement.

Has this impacted your investment results and/or quality of life?

"Since using Stockopedia I have found my returns have certainly improved to the point that I feel I was justified in my decision to move to Stockopedia. Also as a direct result of using Stockopedia, my wife has been able to take early retirement."

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

"Fundamentally, I regard myself as a novice and am therefore reticent in offering advice to new investors except to say, that equity investment (which is my domain) is a roller-coaster of a ride not undertaken lightly. Looking to the medium term (3 – 5 years) tends to even out the volatility but regular supervision is still required to watch out for those turkeys which we all seem to buy from time to time."

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