John's Story

How did you pick investments before you used Stockopedia?

"My main source of information was the FT Weekend. I used it to get an overall picture of the macroeconomic environment and then bought shares that I thought were likely to prosper."

Has using Stockopedia changed your approach to investing?

"Yes - it has made me aware of many smaller shares that I would not have known about before. Initially I made successful use of the Zulu Principle screen, although since the pandemic I have paid less attention to this as I think that long-term patterns of investing have been knocked off course. It is very useful to be able to access historical financial information for the shares that I am interested in and also to make use of the StockRank system.

I find the discussion boards very useful - I value greatly the breadth of knowledge that the boards give me access to. As a retired investor who is living off the proceeds of his investments, it is very valuable to me to be able to access informed discussions on trading. I also think that the close ties between Stockopedia, PI World and Mello are a great benefit to the private investor."

John uses Stockopedia to help find smaller shares that he would not have known about before

Has Stockopedia impacted your investment results or quality of life?

"My investment results have definitely improved since using Stockopedia – I had multibaggers before such as Berkeley Properties and Compass, but I was too willing to hold on to my non-performing shares."

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

"Make use of what Stockopedia has to offer and don't be afraid to ask questions – even the most basic question usually receives a helpful answer."

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