Howard's Story
How did you pick investments before you used Stockopedia?
"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."
Has using Stockopedia changed your approach to investing?
"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."
Stockopedia makes it easier for Barry to analyse his investments.
Has Stockopedia impacted your investment results or quality of life?
"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."
What's your advice for investors that are just starting out?
"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."
A subscription to Stockopedia will be one of the best investments you'll ever make...
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