Howard's Story

Pre-Stockopedia I invested into Unit Trusts. I largely took a buy-and-hold approach with infrequent switching, to try to reduce holdings in laggards and to add more capital into risers. This was done using the tools on Hargreaves Lansdown platform.

Using Stockopedia has completely changed my investing. I am active daily. I can now spread my portfolio across individual equities as well as investment trusts, unit trusts and ETFs. I read community threads avidly and use Stockopedia to dig quite deeply into many aspects of a potential buy, current holding or sell decision.

Use of Stockopedia has helped me to, over several years (66 months), keep ahead of the FTSE 100 index. Stockopedia has unquestionably enhanced my quality of life as through its use I feel very in touch with a multiplicity of developments in the world which I engage with through the rich data it provides. This is further enhanced by the high-quality and rich sources of education and community participation. This is not only at a personal level, but also a sharing amongst friends who I have encouraged to also use it and thus it contributes to sharing of ideas between us.

When subscribing to Stockopedia, be very patient with yourself to get to know the platform. Experiment with your investing slowly. Try hard to get to know ‘your tribe’ - the other investors, types of investments and styles of investing which most suit your personality and desired investment goals.